Dick Elinor
11:35

$Palantir Technologies Inc.(PLTR)$ Seriously, we need to consider that a lot of their revenue is lumpy (quarters vary due to corporate/gov fiscal years). Stepping back, growth does appear to still be accelerating.

Also, the increase in Accounts Receivable has been lumpy in the past. It is up 75% year/year, but that isn't too outside the range of previous lumpiness when accounting for 30% overall growth.

PLTR does business mostly with large, established companies and enjoys very high customer retention (115% revenue retention last I recall seeing). Their clients are happy to keep working with them, able to pay, and smart enough to know they need to pay to continue working with them. I'm not too worried.

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