Bloomberg Intelligence Palantir Jumps After Reporting Record Quarterly Sales Growth
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Aug 5, 2025 In this discussion, Mandeep Singh, a Senior Tech Industry Analyst, and Christopher Ciolino, a Senior U.S. Machinery Analyst, dive into Palantir's remarkable quarterly sales growth, attributing much of its success to the transformative power of AI technology. They analyze Palantir's financial metrics compared to major players like Microsoft, raising questions about its dependency on government contracts. Additionally, they explore the broader implications of shifting market dynamics, including rising tariffs and the challenges faced by the machinery and beverage industries.
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Palantir's Growth in Perspective
- Palantir's net new ARR growth is smaller compared to giants like Microsoft despite strong sales growth.
- Its product appeals to a niche but sustainability at high valuation is questionable.
Palantir's Government Focus Risks
- Palantir heavily depends on government contracts, more than 50% of its revenue.
- This U.S.-centric focus limits its international commercial growth potential.
Caterpillar's Resilient Demand Amid Tariffs
- Caterpillar faces $1.3-$1.5 billion tariffs impact but offsets it by cost control and productivity initiatives.
- Despite challenges, demand remains resilient with a rising backlog and steady sales guidance.