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5 Interesting Learnings from Palantir at $3.5 Billion in ARR

  • Palantir, valued at 78x ARR, is a powerhouse with $3.5 billion ARR, 39% growth rate, and 24% GAAP profit margins.
  • Key learnings include US commercial business growth, Rule of 40 score doubling, accelerating enterprise deal velocity, and cash flow margin improvements.
  • Palantir's diverse growth engines include AI, government business, manufacturing optimization, and net dollar retention rate of 124%.
  • Revenue per customer is increasing, and innovative automation in AIP showcases their competitive edge in the AI landscape.
  • Palantir's transformation into a commercial AI powerhouse is evident with strong financials and projected revenue exceeding $3.9 billion for 2025.

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