Palantir | Results Presentation Deck | 51 slides

Palantir · 2022-05
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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Slide inventory

51
every slide · same image gating as the playbook
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Slide 1
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Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
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The slide uses a clean, dark-mode aesthetic with bulleted highlights.summarize
Open slide detailBeat · AttentionLoop · Logic Chain
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The chart visualizes the improvement in GAAP operating margin over five quarters.analyze_data
Open slide detailBeat · AttentionLoop · Logic Chain
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The slide uses a grid-like layout to present diverse case studies, emphasizing reliability in critical situations.summarize
Open slide detailBeat · AttentionLoop · Logic Chain
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The slide uses a high-impact photo of a destroyed tank to emphasize the real-world context of the software deployment.summarize
Open slide detailBeat · NeedLoop · Logic Chain
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Open slide detailBeat · NeedLoop · Logic Chain
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Uses concentric circles to represent growth over time, effectively a timeline-based growth model.plan_implementation
Open slide detailBeat · NeedLoop · Logic Chain
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The slide uses a grid-like layout to present product names alongside screenshots or conceptual diagrams of the software.summarize
Open slide detailBeat · NeedLoop · Logic Chain
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The slide uses a dark theme with a mix of text, abstract imagery, and UI screenshots to demonstrate product functionality.summarize
Open slide detailBeat · NeedLoop · Logic Chain
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The slide uses a YouTube video player UI as a visual element to frame the product demo.present_solution
Open slide detailBeat · Satisfaction
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The slide uses a stylized globe graphic to represent global data connectivity.establish_context
Open slide detailBeat · Satisfaction
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The diagram uses a hub-and-spoke model where the central platform (Foundry) supports various applications.present_solution
Open slide detailBeat · Satisfaction
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Uses a hub-and-spoke diagram to represent Foundry as the central platform for multiple applications.illustrate_case
Open slide detailBeat · Satisfaction
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Open slide detailBeat · Satisfaction
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The chart uses a dashed line to indicate growth between two discrete time periods.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
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summarize
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
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The slide uses screenshots of the software to demonstrate the product's functionality and scale.summarize
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
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transition
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
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The slide uses a dark theme and visual evidence of hardware integration to support the 'software prime' narrative.establish_context
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
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The slide features two distinct UI screenshots of a software platform (WarpCore/Foundry) displaying satellite telemetry, simulation parameters, and orbital dataillustrate_case
Open slide detailBeat · ActionLoop · Cost Of Inaction
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illustrate_case
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The slide features a screenshot of a newspaper article from 'Sonntag' dated May 1, 2022.cite_precedent
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The slide uses a minimalist design with a large photo of the CDC campus.establish_context
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The slide uses screenshots of the software interface to demonstrate the 'software-defined data integration' capability.illustrate_case
Open slide detailBeat · ActionLoop · Cost Of Inaction
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transition
Open slide detailBeat · Action
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The slide uses a bar chart to visualize short-term growth alongside a headline metric for long-term growth.analyze_data
Open slide detailBeat · Action
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The slide uses a clean, dark-mode aesthetic typical of Palantir investor presentations.analyze_data
Open slide detailBeat · Action
29
The slide contains a discrepancy: the headline states 136% growth, while the chart annotation shows +54% growth between Q1 2021 and Q1 2022.analyze_data
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The chart displays trailing twelve months (TTM) customer counts ending at specific quarter dates.summarize
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The slide uses two bar charts to visualize growth metrics.analyze_data
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The slide uses a waterfall-bridge style visual to indicate growth percentages between two data points.analyze_data
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Includes detailed accounting disclaimers at the bottom.analyze_data
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The slide includes a disclaimer about non-GAAP financial measures.analyze_data
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The slide uses a bar chart to highlight that adjusted operating income remained constant year-over-year.analyze_data
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Includes a disclaimer regarding non-GAAP financial measures.analyze_data
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The slide uses a three-column layout to present distinct time-horizon guidance.summarize
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appendix
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The slide is labeled 'Appendix A' and includes a copyright notice for Palantir Technologies Inc.analyze_data
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analyze_data
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The slide includes a specific definition for TTM revenue per customer in the footer.analyze_data
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The slide includes a product screenshot showing a dashboard for resource management, spend tracking, and cost breakdown by category.appendix
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Includes screenshots of the Palantir Developers YouTube channel and documentation portal.appendix
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appendix
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The slide provides a clear bridge between GAAP operating cash flow and non-GAAP adjusted free cash flow metrics.analyze_data
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The table provides a clear bridge between GAAP Gross Profit and non-GAAP Adjusted Gross Profit.analyze_data
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The table covers five quarters from Q1 2021 to Q1 2022.analyze_data
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48
The slide provides a clear breakdown of adjustments to reconcile operating loss to contribution margin, excluding stock-based compensation.analyze_data
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Includes footnotes [1] and [2] detailing tax rate assumptions and dilutive securities.analyze_data
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Amounts in thousands.analyze_data
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Appendix B slide from Palantir Technologies Inc. presentation.analyze_data
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