Palantir Technologies Inc

Palantir 1Q22 Earnings: War Supposedly Good for Business?

Equity Bottom-Up
232 Views, 10 May 2022 02:47
EXECUTIVE SUMMARY
  • Revenue growth ex-SPAC decelerated to 19% this quarter, 11% below consensus.
  • 1Q22 20% operating margins vs. consensus 27% margins as the company invests to reaccelerate growth in 2H from rising government contracts due to war.
  • Alex Karp warns that nuclear war in Ukraine is being dramatically underestimated.
detail (4-minute read)
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)

I have over 18 years’ experience in investing in the TMT and Consumer sectors, almost entirely on the buyside. Started a... 

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