@@tommy-73-dash appreciate it a lot, man! Goed straight towards stream software, no donation will ever be for personal use- strictly making more and higher quality content for you guys
Thanks for the video Emir, love these. This clears up that question i asked you on twitter btw, sounds like you and I are fairly aligned on the customer count number and have the same kind of questions around it. I'm honestly thinking that we are talent constrained. We know that the ontology requires very talented FDEs to curate a company's data in order for it to produce the results palantir delivers. I think we're at a fork in the road where we can either: acquire more customers and deliver a lower quality product to them giving each customer less value, or what Karp has seemingly decided to do which is slow down acquisition so that the current pool of FDEs can ontologize the clients data as best as possible. I think that's the right decision, however, it is a little concerning to me if we are in fact talent constrained.
Hmm, that's a sensible take. The recruitment pages do not tell of a specific shortage, though. There are some FDE's position, but that's more or less a permanent posting
@@Em013L I believe Karp off handedly mentioned it a year or maybe a year and a half ago, my concern isn’t that hiring has stalled on FDEs it’s that we can’t hire at the pace needed to capture the true demand and deliver maximum value to customers. It’s not the biggest issue of true, but still something to think about.
Awesome analysis as always, thanks for digging up the TCV number. This AI Ontology train is accelerating and will take many people by surprise as to how soon it will reach cruising speed.
Thx Emir, I've sold a portion at 51, seems difficult to me to sustain such a growth, as Alex said, a company is made of up and down, it was a big up, and I'll be happy to buy more on the next down ( if any :) )
@@xiltoid875 Maybe :) , but it is priced for perfection (which it is) then I think as soon they will miss a tiny step, the market will over-react, I'll be happy to buy more share at that moment. I've kept a third just in case :D. The video was very interesting though, I like the fact there are no short cut even if emir save us the trouble to find all these numbers, so thx again.
Hi Emir, for PLTR business, typically customers sign a few years deal and being retained after that. Does it mean that if PLTR continue to sign on 20-30 new customers quaterly it would be able to maintain the revenue growth rate of 20 to 30% for years to come? Thank you for your consideration and reply 😊
20-30 new customers won't be enough to sustain ~30% for years to come, it will likely accelerate as the products become more widespread and proven. The network effects to Palantir are outstanding
This company is unlike any other and is experiencing exponential growth. I believe it will grow at 30% over the next few years. If you listen to Mr. Karp's message on world dominance and believe the guy's not hot air, then you believe the stock is an outlier. Mr. Charlie Munger used to say when a stock like this comes along every so often then bet big or stay home. You need proof Emir is giving you the results just know that it will double sooner or later. Palantir is the Messi of software. Get It?
@ I hope so, for now I am just looking at the stock and crying… Well, nor really: I am very happy for Palantir, this is an AWESOME company which I believe will reach great success. Just the question when to buy now?..
Thanks for sharing - How do you justify the 100B market cap valuation with only 630 customers and the public dont have any access to the software? And your modelling data is based on Statista forecast? Let's compare to its peer CRWD currently valuing @ around 70B with 23,019 customers and half the world's PC shutdown because of its software error. Your valuation and forecast doesnt really make sense to me.
Waiting for this....thank you good sir for your timely and excellent analysis
Anytime 🫡
Thanks Emir. I don't think I could have held on without your diligent work. Much appreciated!
Thank you so much for watching, man! But, please don't base any decisions on what I say XD
Thanks! Instead of Starbucks I make my own and spend the morning with your videos.
@@tommy-73-dash appreciate it a lot, man! Goed straight towards stream software, no donation will ever be for personal use- strictly making more and higher quality content for you guys
That was amazing.
Video or quarter? 😂
@Em013L video
Thank You for breaking this down for us!!
Anytime!
Thanks!
Wow!!! Thank you so much! That is the largest donation I have received and will go straight towards next months streamyard license!
Amir you do a very good job 👏 keep up the good work
Will do! Its emir, though 😂
@ sorry brother I hate getting people’s names wrong my apologies 🍻
We appreciate you Emir 👊
And I appreciate you all back!
Amazing breakdown bro 🔥
wouldnt have been possible without you!
Emir thank you love the content don't listen to the haters
Thanks, man! I don't, but I always welcome pusback, else we can't grow and become better! :D
fantastic work, saves me so much time digging
thanks!
You're welcome!
Thanks for the video Emir, love these. This clears up that question i asked you on twitter btw, sounds like you and I are fairly aligned on the customer count number and have the same kind of questions around it.
I'm honestly thinking that we are talent constrained. We know that the ontology requires very talented FDEs to curate a company's data in order for it to produce the results palantir delivers. I think we're at a fork in the road where we can either: acquire more customers and deliver a lower quality product to them giving each customer less value, or what Karp has seemingly decided to do which is slow down acquisition so that the current pool of FDEs can ontologize the clients data as best as possible.
I think that's the right decision, however, it is a little concerning to me if we are in fact talent constrained.
Hmm, that's a sensible take. The recruitment pages do not tell of a specific shortage, though. There are some FDE's position, but that's more or less a permanent posting
@@Em013L I believe Karp off handedly mentioned it a year or maybe a year and a half ago, my concern isn’t that hiring has stalled on FDEs it’s that we can’t hire at the pace needed to capture the true demand and deliver maximum value to customers. It’s not the biggest issue of true, but still something to think about.
Thanks Emir! Quite an amazing quarter, thxs for your research and insights…..
You're welcome as always, Bruce! Thanks for the support!
Awesome review! Thanks a lot!
@@mshparber thanks man! Happy to have you 🙏
Awesome analysis as always, thanks for digging up the TCV number.
This AI Ontology train is accelerating and will take many people by surprise as to how soon it will reach cruising speed.
TCV is pure hell :D Thanks for watching!
Nice, been looking forward to this since earnings reported hahaha. Anyway, is it possible to turn on captions on your end? ☺️
I would love to, but I don't know how to. :(
Thx Emir, I've sold a portion at 51, seems difficult to me to sustain such a growth, as Alex said, a company is made of up and down, it was a big up, and I'll be happy to buy more on the next down ( if any :) )
Sorry it wont go down, your gonna miss out of not keep buying.
No shame in making active decisions if it is well informed and suits your personal situation!
@@xiltoid875 Maybe :) , but it is priced for perfection (which it is) then I think as soon they will miss a tiny step, the market will over-react, I'll be happy to buy more share at that moment. I've kept a third just in case :D.
The video was very interesting though, I like the fact there are no short cut even if emir save us the trouble to find all these numbers, so thx again.
Virkelig verdensklasse dækning af en af de mest spændende virksomheder i nyere tid 👌
Tack! I barely understood that. Danish is rough for Swedes :D
Party On Buddy!!! 🥳🥳🥳🥳✌️✌️✌️✌️✌️✌️
u know it bro!
@Em013L 🤝🤝🤝🤝
Hi Emir, for PLTR business, typically customers sign a few years deal and being retained after that. Does it mean that if PLTR continue to sign on 20-30 new customers quaterly it would be able to maintain the revenue growth rate of 20 to 30% for years to come? Thank you for your consideration and reply 😊
20-30 new customers won't be enough to sustain ~30% for years to come, it will likely accelerate as the products become more widespread and proven. The network effects to Palantir are outstanding
Thanks Emir. Best of luck. cheers
This company is unlike any other and is experiencing exponential growth. I believe it will grow at 30% over the next few years. If you listen to Mr. Karp's message on world dominance and believe the guy's not hot air, then you believe the stock is an outlier. Mr. Charlie Munger used to say when a stock like this comes along every so often then bet big or stay home. You need proof Emir is giving you the results just know that it will double sooner or later. Palantir is the Messi of software. Get It?
NDR at 118 just like you said. Any guesses how high for next quarter? 122?
A bit early, but more aip expansions could post 120
Sleep well and feel better
Hi Emir, going forward do you think that PLTR can sustain or even accelarate this 30% y/y revenue growth rate? Thanks
Model is towards the end of the video! :)
is still buy at this price
😂😂😂😂
You decide, no advice sorry
I waited to get in after the ER….
You'll have an opportunity, don't worry.
That's for sure. And always remember we are growing into the valuation@@Em013L
@ I hope so, for now I am just looking at the stock and crying… Well, nor really: I am very happy for Palantir, this is an AWESOME company which I believe will reach great success.
Just the question when to buy now?..
Thanks for sharing - How do you justify the 100B market cap valuation with only 630 customers and the public dont have any access to the software? And your modelling data is based on Statista forecast? Let's compare to its peer CRWD currently valuing @ around 70B with 23,019 customers and half the world's PC shutdown because of its software error. Your valuation and forecast doesnt really make sense to me.
Check my first video posted on this channel for a walk-through of the valuation. The inputs are slightly different now, but the approach is the same