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Arnaldo Trezzi
$23M
Followers
@arny_trezzi
February 27
$PLTR
SBC as % of Revenue is decreasing steadily and reach 25%
Still high, but in the same direction.
I assessed Palantir’s dilution from different angles:
https://palantirbullets.substack.com/p/pltr-dilution-one-step-closer-q4

palantirbullets.substack.com
PLTR Dilution: One Step Closer [Q4 Tracker]
The SBC path toward "normalization"
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Arnaldo Trezzi
$23M
Followers
@arny_trezzi
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