Lizette Chapman
speaker
87 appearances
3 recordings
1 series
first heard Nov 2025
last heard 5 May
Lizette Chapman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.
Appearances
And um it appears that that that was something that um you know could be dragging it down today.
Um with the stock you really never know because as you mentioned at the top of this, it's already been training trading at um such a large multiple to forward earnings um that it's it a lot of the growth is already baked in.
Right.
Well, analysts are expecting another massive quarter of a lot of growth, 74 percent revenue spike, a doubling of profits from the same period last year.
They've been this is pretty consistent with past quarterly growth that they've been that they've
continually set the bar high and ask Palantir to deliver.
There's a history of Palantir meeting or beating those expectations.
That's what a lot of people are looking for.
That's what some of the betting markets are looking at as well this morning.
Right.
He will definitely be speaking with analysts today, typically issue some type of shareholder letter as well, where he outlines everything that you just kind of alluded to with the vibe shift, trying to distance Palantir from the other AI software stocks.
and also to position it as a type of company that is going to support U.S.
policy no matter how controversial or difficult.
There's also a lot of focus right now on
what they've done to support efforts in Iran, also in Israel, and with U.S.
Department of War, as well as many of our allies.
So there's going to be a big focus on, he usually speaks to that topic as well, and that's what many will be looking for, for him to continue with that vibe.
That's a great question, and I think that's something that a lot of people are going to be looking at if they've been able to drive it internationally.
U.S.
commercial growth has been on a blockbuster tear for at least the last year plus since they introduced AI.
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