Palantir: Parallels With Microsoft , Potential Network Effects Underappreciated

The company has reached $1bn in revenue with low customer numbers and immature business operations.

Software standardization, an intense focus on shortening deployments, and a behind-the-scenes SaaS delivery platform called Apollo, will facilitate significant scaling opportunities.

12-month target price of $47.

PLTR have a great opportunity ahead of them to develop ‘flywheel’ network effects to build atop their software that is already several years ahead of the competition. In regards to big data analytics there is no other company that comes close – they have, in effect, created their own market. The reality, however, is that they will become much more than a ‘big data’ vendor – their platforms have the capability to become central operating systems for organizations. The software is infrastructure-agnostic; it can be laid on top of any group of networks and systems and enhance the performance of everything it connects with. The high-entry competitive advantages give them a great chance of grabbing a huge chunk of the management guided $119bn of TAM. We suspect the TAM is quite a bit higher, however. Our research has brought us to really consider that PLTR could be a future tech giant.

SOURCE : Convequity, 11 Jan 2021, SeekingAlpha
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