PALANTIR
A Company That Could Change The Data World
PALANTIR ORIGIN & BUSINESS MODEL
Founded by the legendary venture capitalist Peter Thiel in 2003, Palantir described itself as a company specializing in big data analytics. If you are interested in big data and want to own a unique software company that has a lot of room to grow, this could be a stock that is worth monitoring. The company’s goal is to make products for human-driven analysis of real-world data. Palantir operates in 2 segments: commercial and government, to create software platforms that help companies with big data analytics.
The company has two platforms: Gotham and Foundry. Foundry is Palantir’s commercial platform that provides companies with a central operating system for an organization’s data. One of the biggest headache as a data analyst is to summarize large data sets and modeling the data in ways that are easy to interpret; and Palantir specializes in this field to solve this problem. It gathers data from multiple sources, maps it into a meaningful data model, and brings the data to life for human-driven analysis.
Palantir’s Gotham has specific expertise in government intelligence and its existing ties to national security and the intelligence community has differentiated its offering from competition. Some of the company’s clients are actually the CIA, the NSA, and the Pentagon’s Special Operations command. The reason why government loves Palantir is that it can aggregate data like fingerprints, bank records, tips from informants, and more to help analysts connect the dots and track criminals.
PALANTIR MOAT
In the next 10 years, we can foresee that data will be playing an important role in all kinds of industries and the data set to analyze will continue to grow exponentially as I am writing now.
How is Palantir being different: “It builds software platforms that become part of the institutions [they] serve. And [they] believe that every large institution in the world has a problem that [its] platforms [is] designed to address.”
In a nutshell, Palantir designs specific use cases that integrates well within the customers’ organization.
Palantir’s platforms tie these together by bringing the right data to the people who need it, allowing them to take data-driven decisions, conduct sophisticated analytics, and refine operations through feedback. The software are licensed to organizations, who receive secure and unique instances of our platforms in which to conduct their own work on their own data. This infrastructure helps organizations bring the right data together at the right time to answer complex questions and make intelligent decisions. This is particularly valuable when existing systems are fragmented, and essential information is held in silos that can’t communicate with each other.
Healthcare organizations, for instance, have used Palantir’s software to tackle challenges like efficiently allocating PPE supplies when thousands of hospitals across the country have radically different and constantly changing levels of supply and demand for each item of PPE.
Exclusive Partnership
Recently, IBM and Palantir have announced a partnership to merge hybrid cloud, artificial intelligence (AI), data processing, and operational technology in a new enterprise offering. the companies said the new solution, Palantir for IBM Cloud Pak for Data, will “simplify how businesses build and deploy AI-infused applications with IBM Watson and help users access, analyze, and take action on the vast amounts of data that is scattered across hybrid cloud environments without the need for deep technical skills.”
With such a great partnership with IBM, I believe that Palantir is able to reach out to a wider audience and potential clients. Personally I look forward to Palantir creating more valuable partnership and bigger client portfolio in the next 10 years as their solution is extremely unique and important to many institutions and organizations, especially the S&P500 companies.
Conclusion Note
Palantir’s latest quarter result was just announced a few days ago and 80% of the locked up share expires 3 days after the result announcement. The share has dropped quite abit, providing a pretty good chance to collect at low price and I personally will buy on weakness to have some on my portfolio.
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