UTMCAP TMT - Stock Pick - Palantir $PLTR
- Big data analysis
- They provide software for big data analysis to government and commercial clients.
- Products:
- Palantir Gotham
- Government
- Helps analysts find patterns within large datasets to help plan and execute responses to threats.
- Palantir Foundry
- Commercial
- Replaces dashboards and other data tools with one single system.
- Example:
- Grafana dashboard may be used for IT or servers, you may have multiple views or dashboards or even instances.
- But this product will combine it into one.
- Palantir Apollo
- Allows customers to deploy software in any environment.
- Palantir Artificial Intelligence Platform (AIP)
- Uses LLMs to turn unstructured data into something structured to work effectively with LLMs.
- Competitors:
- Defense
- Leidos Holdings $LDOS
- Raytheon Tech $RTX
- CACI Int. $CACI
- Northrop Grumman $NOC
- These companies also provide ai data analysis for similar client goals.
- They also have products directly competing with Palantir Gotham.
- Data Analytics
- Alteryx
- IBM Watson Studio
- Tableau
- Splunk
- Sisense
- Qlik
- Domo
- Cloud Compute
- Sources: