Palantir | Results Presentation Deck | 32 slides

Palantir · 2022-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
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Slide inventory

32
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
The slide uses a clean, minimalist layout with big numbers to highlight key financial performance indicators.analyze_data
Open slide detailBeat · NeedLoop · Pattern Hunter
04
The slide uses a grid layout to present seven distinct financial KPIs.summarize
Open slide detailBeat · NeedLoop · Pattern Hunter
05
The slide highlights Palantir's position in the upper-right quadrant of the scatter plot, indicating strong performance in both growth and margin metrics.compare_peers
Open slide detailBeat · NeedLoop · Pattern Hunter
06
The slide uses a grid-like layout to present diverse use cases across government, healthcare, finance, and cybersecurity.summarize
Open slide detailBeat · SatisfactionLoop · Golden Circle
07
Uses a rhetorical question as a headline to frame a rebuttal against cost concerns.preempt_rebuttal
Open slide detailBeat · SatisfactionLoop · Golden Circle
08
Uses concentric circles to represent expanding market reach; y-axis on the left provides a temporal reference.size_opportunity
Open slide detailBeat · SatisfactionLoop · Golden Circle
09
The slide uses a grid-like layout to present product names alongside screenshots or conceptual diagrams of each product.other
Open slide detailBeat · SatisfactionLoop · Golden Circle
10
The slide uses a hub-and-spoke visual metaphor to show how various industry-specific applications (Wejo, Merck, Swiss Re, Airbus) are built on top of the Foundrillustrate_case
Open slide detailBeat · SatisfactionLoop · Golden Circle
11
The slide uses a simple bar chart to visualize growth between FY 2020 and FY 2021.analyze_data
Open slide detailBeat · Action
12
transition
Open slide detailBeat · Action
13
The slide uses a bar chart to show customer growth and lists for revenue and retention metrics.analyze_data
Open slide detailBeat · Action
14
Includes quarterly growth percentages, customer count growth, and annual revenue share percentage.analyze_data
Open slide detailBeat · Action
15
The chart uses a grouped bar structure to compare total headcount vs experienced headcount.analyze_data
Open slide detailBeat · Action
16
The chart illustrates revenue expansion within cohorts over time.analyze_data
Open slide detailBeat · Action
17
Includes two bar charts: one comparing sales headcount (heads vs tenure) and one showing customer count growth.analyze_data
Open slide detailBeat · Action
18
transition
Open slide detailBeat · Action
19
The slide uses a line chart to show TTM revenue per customer growth from 2018 to 2021.analyze_data
Open slide detailBeat · Action
20
The chart tracks revenue from specific cohorts over time, illustrating how revenue from older cohorts persists and grows while new cohorts are added.analyze_data
Open slide detailBeat · Action
21
The chart illustrates revenue retention and expansion within specific cohorts of US government customers over time.analyze_data
Open slide detailBeat · Action
22
transition
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23
The chart compares GAAP GM and Adjusted GM over five quarters.analyze_data
Open slide detailBeat · Action
24
The chart illustrates the gap between GAAP and adjusted operating margins, highlighting the impact of stock-based compensation.analyze_data
Open slide detailBeat · Action
25
appendix
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26
The table reconciles Cash Flow from Operating Activities to Adjusted Free Cash Flow by adding back taxes related to stock-based compensation and subtracting capanalyze_data
Open slide detailBeat · Action
27
Standard financial reconciliation table format.analyze_data
Open slide detailBeat · Action
28
Standard financial reconciliation table for non-GAAP metrics.analyze_data
Open slide detailBeat · Action
29
The table reconciles GAAP Loss from Operations to a non-GAAP Contribution Margin metric by adding back R&D, G&A, and Stock-Based Compensation expenses.analyze_data
Open slide detailBeat · Action
30
Standard financial reconciliation table for non-GAAP metrics.analyze_data
Open slide detailBeat · Action
31
appendix
Open slide detailBeat · Action
32
analyze_data
Open slide detailBeat · Action