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$PLTR MILITARY GRADE DATA ANALYTICS 
Provides data weapons governments and corporates need to fight threats and disasters
Sales are growing FAST at 52% YoY
Is this the data analytics company we've been waiting for?Here is an EASY thread
$PLTR was founded in 2003 by Peter Thiel, Nathan Gettings, Joe Lonsdale ,Stephen Cohen and Alex Karp (CEO) 
Its name is derived from the Lord of the Rings movies
Where “palantir” are magical stones used for communications and seeing events in other parts of the world
Its name is derived from the Lord of the Rings movies
Where “palantir” are magical stones used for communications and seeing events in other parts of the world
$PLTR original clients were federal agencies 
But it quickly expanded to add states and local governments
It also serves private companies in the financial and healthcare sectors such as Morgan Stanley, Airbus, Fiat and Merck
But it quickly expanded to add states and local governmentsIt also serves private companies
in the financial and healthcare sectors such as Morgan Stanley, Airbus, Fiat and Merck
The inspiration for $PLTR came from Peter Thiel’s experience at $PYPL 
where they built a software able to spot credit card fraud
Thiel wanted to apply the same logic behind this software to counter terrorist threats https://www.businessinsider.com/palantir-ice-explainer-data-startup-2019-7
where they built a software able to spot credit card fraudThiel wanted to apply the same logic behind this software to counter terrorist threats
https://www.businessinsider.com/palantir-ice-explainer-data-startup-2019-7
The company is known for 3 products in particular:
Palantir Gotham
Palantir Foundry
Palantir Apollo
Palantir Gotham Palantir Foundry Palantir Apollo
Palantir GothamThis platform enable users to integrate, manage, secure and analyse their data, in simple terms this means
Merge data from different data sources as enterprises often deal with multiple data sources
Users can define rules for processing the data, this data will then automatically flow through Gotham and be processed
Data can then be rendered in human-readable format such as graphs, maps, browsers
Use case: Hurricane Florence 
Team Rubicon (a disaster response organisation in the USA) used Palantir Gotham in order to combine publicly available flood data, weather information and demographic data
Team Rubicon (a disaster response organisation in the USA) used Palantir Gotham in order to combine publicly available flood data, weather information and demographic data
This helped them identify the areas with the greatest need And then used data to coordinate their operations such as triaging help requests, dispatching work teams and produce reports
Palantir FoundryToday’s challenges require the input from people from all backgrounds, not just data scientists and engineers
Foundry’s front-end capabilities enable anyone to analyse datasets in a point and click environment
More experienced users can use Foundry’s analytical capabilities to run advanced models and leverage the power of machine learning to produce insights
Here is Airbus’ story:
“Airbus knew there were valuable insights to be gained if it could make sense of the data scale and diversity.”
“We deployed Palantir Foundry and integrated massive quantities of data, allowing engineers to perform critical root cause analyses”
“Airbus knew there were valuable insights to be gained if it could make sense of the data scale and diversity.”
“We deployed Palantir Foundry and integrated massive quantities of data, allowing engineers to perform critical root cause analyses”
Palantir ApolloYou can’t place Palantir’s software in a public cloud and then let the government run its military / defence operations from it
Palantir’s customers have specific security needs and require their software to run in purpose-built government or classified clouds
These clouds are independent from standard public cloud infrastructure
That’s where Palantir Apollo comes in
Apollo is a layer that sits between Palantir’s products (Gotham & Foundry) and the underlying infrastructure
Apollo manages the Gotham and Foundry platforms: automatically and safely providing updates and resolving key software issues
Apollo is a layer that sits between Palantir’s products (Gotham & Foundry) and the underlying infrastructure Apollo manages the Gotham and Foundry platforms: automatically and safely providing updates and resolving key software issues
Here is the full explanation on Apollo 
https://medium.com/palantir/palantir-apollo-powering-saas-where-no-saas-has-gone-before-7be3e565c379
https://medium.com/palantir/palantir-apollo-powering-saas-where-no-saas-has-gone-before-7be3e565c379
So what is $PLTR actually?
$PLTR helps corporations and governments securely handle their data (load, merge, transform, process)
By serving governments, $PLTR is able to secure large and “safe” contracts over the long term, smoothing out its sales
$PLTR helps corporations and governments securely handle their data (load, merge, transform, process) By serving governments, $PLTR is able to secure large and “safe” contracts over the long term, smoothing out its sales
It’s “We serve governments” positioning help it gain credibility and become the de-facto data analysis tools that runs corporates. Good!There are 3 things we want to review now:
Costs of cyber attacks Spending on robotics Data analysis software market
Costs of cyber attacks Cyber attacks inflicted damaged valued at around $ 3T in 2015 and is expected to reach $ 6T by 2021
Expected to reach $ 10.5T by 2025, representing a CAGR of 15% over the 2020 - 2025 period https://cybersecurityventures.com/cybercrime-damage-costs-10-trillion-by-2025/
Spending on roboticsWith wars being fought through drones and information being collected online rather that on the field
How is that reflected in spending into robotics?
Global spending on military robotics is set to increase from $ 11.2B in 2020 to $ 16.5B in 2025
What is the global spending on robotics? 
So not only army spending:
In 2014, The Boston Consulting Group forecasted spending on robots to reach $ 67B by 2025 https://www.bcg.com/press/3sep2014-rise-machines-2025
So not only army spending:In 2014, The Boston Consulting Group forecasted spending on robots to reach $ 67B by 2025 https://www.bcg.com/press/3sep2014-rise-machines-2025
Market And Markets forecasts that the robotics market is set to reach $ 77B by 2020 and $ 177B by 2025
Representing a CAGR of 18% over the 2020 - 2025 period A lot more drones, robots and tools to monitor, collect data from and secure
Data analysis software market Market And Markets forecasts that the enterprise data management market will reach $ 229B by 2025 up from $ 139B in 2020 (CAGR of 10.6%) Driven by the increasing amounts of data available throughout enterprises and IoT devices
Great, but what makes the $PLTR story tick?
Well, the army and governments are making the switch to the cloud on their turn
The US Army plans to spend $ 1B on cloud, data and artificial intelligence
Well, the army and governments are making the switch to the cloud on their turn The US Army plans to spend $ 1B on cloud, data and artificial intelligence
"The intent is to move the Army from the industrial-age processes to the information age of leveraging data as a strategic asset and utilizing private sector technology”
https://fcw.com/articles/2019/10/15/ausa-mccarthy-cloud-williams.aspx
CONTINUED Click on "More Replies" for the FULL THREAD
https://fcw.com/articles/2019/10/15/ausa-mccarthy-cloud-williams.aspx
CONTINUED
Click on "More Replies" for the FULL THREAD
Here is from the 2019 Army Modernisation Strategy 
“The Army will develop cloud computing technologies, improve data access and sharing environments, and streamline software development tools and services.”
“The Army will develop cloud computing technologies, improve data access and sharing environments, and streamline software development tools and services.”
What resonates in the previous quotes?
This is it: “Utilizing private sector technology”
And you know what is happening right now
This is it: “Utilizing private sector technology” And you know what is happening right now
Governments and armies are increasingly depending on the private sector to drive large projects - such as building a rocket 
“Administrator Jim Bridenstine plans to “increase the use of commercial partnerships” to accelerate the White House plans, the budget said.” - CNBC https://www.cnbc.com/2019/03/11/nasa-budget-more-reliance-on-private-companies-like-spacex.html
So the army and governments are using private sector tools
As we have seen, these tools need to be EXTREMELY secure against attacks and theft
You know what? The private sector also wants that
Here are the top BUSINESS RISKS by region:
As we have seen, these tools need to be EXTREMELY secure against attacks and theft You know what? The private sector also wants thatHere are the top BUSINESS RISKS by region:
“Cyberattacks” and “data fraud or theft”, the newest risks on the block, are two very dangerous threats to be worried about over the next decade. As day-to-day business continues to digitize, cyberattacks yield higher payoffs and become more difficult to fend off.
From: WEForum
From: WEForum
Here is the FULL reports https://www.weforum.org/agenda/2019/11/top-business-risks-2019-regional-cyberattacks-instability-energy/
https://www.weforum.org/agenda/2019/11/top-business-risks-2019-regional-cyberattacks-instability-energy/
Where are we know?
Cyber attacks, data theft and online theft are on the rise
Governments and companies increasingly data tools BUT these need to be EXTRA safe
$PLTR provides a “military grade” data analysis tool
Cyber attacks, data theft and online theft are on the rise Governments and companies increasingly data tools BUT these need to be EXTRA safe $PLTR provides a “military grade” data analysis tool
Financial Check Sales reached $ 289m in Q3 ’20 up from $ 191m a year earlier (52% YoY growth) Cost of sales stood at $ 149m, leaving a Gross Margin of 48% (down from 66% a year earlier)
Operating expenses stood at $ 987m up from $ 269m a year earlier
OpEx stood at 341% of sales, up from 142% a year earlier
New contracts in Q3 ’20 include U.S. Army ($ 91m), National Institutes of Health ($ 36m) and $ 300m renewal with aerospace customer
THE BOTTOM LINE Cyber attacks, data theft and confidentiality breaches are the most important issues for CEOs in North America and Europe On top of excellent data analytics, businesses also want to be sure their data is SAFE
$PLTR designed a robust data analytics tool for the 21st Century: capable of deriving insights from large swath of data while being extremely secured $PLTR isn’t growing as fast as other SaaS companies but secures contracts that are more sticky and is virtually alone
Financials need to be watched as gross margins have decreased and operating expenses exploded We take a starter stake in $PLTR and will seek to add as it converts additional corporate clients
$DASH is on our watchlist To Be Reviewed SOON
Disclaimer - This is not investment advice in any form and investors are responsible for conducting their own research before investing.
Sources
✑ Investor presentation
✑ Company website
✑ BCG
✑ Markets And Markets
✑ World Economic Forum
✑ FCW
✑ Statista
✑ BI
Sources
✑ Investor presentation
✑ Company website
✑ BCG
✑ Markets And Markets
✑ World Economic Forum
✑ FCW
✑ Statista
✑ BI
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