Overview: Palantir Technologies (PLTR) provides organizations with solutions to manage large disparate data sets to gain insight and drive operational outcomes. Founded in 2003, Palantir released its Gotham software platform in 2008, which focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and industries.
- PLTR's deep ties with global governments and their sensitive data creates high switching costs, which is a good sign for the company's growing "economic moat"
- While PLTR's government clients are the crown jewel of the business, management decision to diversify into high margin commercial markets could drive sales in coming years
- While in the early stages, PLTR could expand its profit margins by lowering deployment costs...