$Palantir Technologies Inc.(PLTR)$$Palantir Technologies Inc.(PLTR)$ , another falling knife?Just last week we saw few companies share price dropped >10% after reporting earnings. PLTR is one of them.The first sentence in the Accompanying Remarks “Our business grew significantly last year.” PLTR generated $1.54 billion revenue in 2021, a growth of 41% year over the year. Q4 2021 revenue of $432.867mil, when compared to $322.091mil in Q4 2020, was a 34% growth. We can see the overall commercial revenue growth is accelerating from 19% in Q1 2021 to 47% in Q4 2021. Their U.S. commercial customers count was increase drastically from 17 to 80, and PLTR “believe there is significant opportunity ahe
$Qualys(QLYS)$Why QLYS dropped after reporting earning? Lets grab some details from Q4 earning release:QLYS customer base include 66% of the Forbes Global 50, 46% of Global 500, and 25% of Global 2000; JP Morgan, Microsoft and Mastercard, just to name a few. EBITDA growth remains constantly above 40%, for past 3 years. QLYS has very strong cash flow, increasing and remained above 40% for past 3 years. The CFO said: The continued adoption of VMDR with total customer penetration now at 36%, up from 32% in Q3 and 19% a year ago and continued adoption of Qualys solutions increased large customer spend with now over 125 customers spending $500,000 or more with us. This represents 17% growth from 2020. And net dollar expansion rate increasing to 108%, up f