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May 12, 2024

Monday's Musings: Margin Compression - Tech Vendors Are You Leading The Way Or In The Way?

Technologies for the enterprise have often been seen as enablers for disruption and change.  Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets.  Silicon Valley built its credibility on these disruptive market entrants.  This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market.

Constellation Insights
May 6, 2024

Palantir US commercial revenue up 40% in Q1

Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the US from a year ago with global government revenue up 16%.