Palantir | IPO Presentation Deck | 55 slides

Palantir · 2020-09
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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coverage by narrative range · generated from this deck JSON
Narrative range 55 total
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Whole deck 55 slides 100% 55/55 slides 100% 55/55 slides · 222 hits
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23.6% 13/55 slides · 15 hits 27.3% 15/55 slides
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Slide inventory

55
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
Includes a disclaimer regarding non-GAAP measures at the bottom.summarize
05
The slide uses screenshots of the software to illustrate operational capabilities for defense (Gotham) and enterprise supply chain (Foundry).present_solution
06
The slide highlights operational efficiency and scale of software deployment.show_traction
07
Uses financial terminology (Alpha vs Beta) as a metaphor for business strategy.establish_context
08
The chart uses a line graph with vertical markers for key milestones.show_traction
09
The slide uses a 'Build vs. Buy' framework to position the company's solution against the status quo of custom development.argue_timing
10
The slide uses screenshots of the Palantir Foundry platform to illustrate the complexity of the data being onboarded.show_traction
11
The slide uses a scatter-plot style diagram to illustrate the 'spaghetti' of disconnected enterprise data systems.frame_problem
12
The chart illustrates the expansion of use cases across different departments (Compliance, Front Office, Risk, Internal Audit) over time.show_traction
13
The chart illustrates expansion across business units and use cases over time.show_traction
14
The chart uses a dot-plot style timeline where each dot represents an industry entry point, color-coded by sector (Government vs Commercial).show_traction
15
Includes a donut chart for revenue split by customer type (Government vs Commercial) and a map with connection lines.establish_context
16
The slide uses a combination of bar charts for annual/H1 revenue and line segments to show growth rates between periods.show_traction
17
The chart illustrates net revenue retention/expansion dynamics.show_traction
18
Includes a footnote defining customer methodology.show_traction
19
The chart highlights the divergence between GAAP and non-GAAP margins over time.show_traction
20
Includes a definition of the non-GAAP metric and a disclaimer about reconciliations.show_traction
21
The slide uses a combination of a donut chart for revenue distribution and a grouped bar chart to show margin progression over time across three phases.show_traction
22
The chart shows a transition from high contribution loss to improved revenue generation for the same cohort.analyze_data
23
Palantir S-1 slide showing customer lifecycle economics.show_traction
24
The chart illustrates the shift in contribution margin for the same cohort of customers over time.show_traction
25
The slide highlights the financial efficiency of the top customer quartile during the scale phase.show_traction
26
Palantir pitch deck slide.illustrate_case
27
The slide uses a classic case study format with a narrative block and supporting quantitative metrics.illustrate_case
28
The chart uses a timeline-based bar chart to illustrate revenue growth alongside specific operational milestones.show_traction
29
Includes non-GAAP measures disclaimer.show_traction
30
The chart uses a combination of bar and line elements to show growth trends.show_traction
31
The chart uses a combination of bar charts for income/loss and a line chart for margin percentages.show_traction
32
Data is in thousands of dollars. The 2020 column is unaudited.analyze_data
33
The slide uses a modular layout to categorize product offerings and deployment models, likely from a Palantir investor presentation.analyze_data
34
The slide highlights $2.6B in total IDIQ contract awards as of 6/30/2020.show_traction
35
The slide uses big numbers to emphasize long-term revenue predictability.show_traction
36
This is a standard financial disclosure table found in an S-1 or similar IPO filing document.analyze_data
37
This is a standard disclosure slide for a DPO or IPO process.other
38
The slide uses a bottom-up approach to define TAM for both sectors.size_opportunity
39
Includes disclaimer about non-GAAP measures at the bottom.analyze_data
40
The visual uses a concentric circle design to imply growth and accumulation of capabilities over time.show_traction
41
The slide uses a concentric circle diagram to represent market evolution over time.size_opportunity
42
The slide is a UI screenshot of a graph-based data management platform.present_solution
43
The interface displays a directed acyclic graph (DAG) representing data processing nodes.present_solution
44
The slide shows a digital twin or supply chain mapping tool interface with a node-link diagram representing logistics and manufacturing flow.present_solution
45
The slide is a screenshot of a supply chain modeling software (likely Vertex or similar).establish_context
46
The slide is a screenshot of a data modeling or workflow orchestration tool (likely Palantir Foundry or similar). It depicts a directed acyclic graph of data trother
48
Standard financial disclosure table for non-GAAP metrics.analyze_data
49
Includes a disclaimer about unaudited figures and non-GAAP measures.analyze_data
50
Standard non-GAAP financial reconciliation table.analyze_data
51
This is a standard non-GAAP financial reconciliation table often found in investor presentations.analyze_data
52
Standard non-GAAP financial reconciliation disclosure.summarize
53
The table shows the add-back of R&D, G&A, and stock-based compensation to arrive at contribution margin.analyze_data
54
Non-GAAP financial measure reconciliation.analyze_data
55
front_matter