1. Holding the line on crm and-To The Moon - Tiger Brokers Online Investing Community - To The Moon

1. Holding the line on crm and pltr, these are high growth industries with strong prospects for further growth.
2. No, subscription model is the usual in this industry
3. Plantir is a government. Contracting agency which depends on government contracts

TWLO Rockets! Can Palantir Earnings Prove Its AIP Profitability?

TWLO rockets 20% on stellar earnings. Revenue: $1.41B (+20% YoY), organic +16% (vs ~10.5% guidance); beat consensus $1.34B. It's a passive AI agent beneficiary. Palantir would release earnings next Monday, with AIP commercial platform penetration across government and enterprise as the key metric to watch. Oppenheimer's latest bullish report sees 40% upside, yet shares have fallen ~20% YTD amid sustained software sector selloffs. Can Palantir use this earnings report to validate AIP — and will it emerge as an AI agent beneficiary like Twilio?

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