May 6, 2025 – [cm – msch] Palantir Technologies just dropped its Q1 2025 numbers—and they’re nothing short of explosive. The company continues its double-digit growth streak, raises its full-year outlook, and reports a sharp rise in large-scale customer wins. Still, the market had other ideas: shares fell 8.7% after hours, proving once again that in tech, good news isn’t always good enough.

The U.S. big data and AI powerhouse posted $628 million in U.S. revenue, up 55% year-over-year and 13% quarter-over-quarter, with its commercial U.S. segment jumping 71% YoY—surpassing a $1 billion annual run rate. The company is clearly winning the enterprise AI race on home turf.

“We are in the middle of a tectonic shift in the adoption of our software,” said Palantir CEO Alexander Karp. “We’re delivering the operating system for the modern enterprise in the era of AI.” Karp also touted a Rule of 40 score of 83%, a favorite metric among SaaS investors, which Palantir has now “broken” yet again.

In terms of deal flow, Palantir is on fire:

• 139 deals worth at least $1 million

• 51 deals over $5 million

• 31 deals topping $10 million

The company also recorded its highest-ever U.S. commercial total contract value (TCV) at $810 million, a jaw-dropping 183% increase YoY. Add in $310 million in cash from operations (a 35% margin), and you’ve got a serious efficiency engine humming beneath the surface.

Still, Wall Street reacted with a sell-off, possibly due to high expectations baked into the stock or cautious guidance interpretation.

Palantir is now guiding full-year revenue between $934 million and $938 million, with adjusted operating income expected between $401 million and $405 million.

Meanwhile, Palantir continues to build strategic bridges:
In March, it inked a three-year deal with EYSA, aimed at supercharging the development of mobility applications using Palantir’s software stack. The collaboration marks another step toward embedding Palantir’s tech into real-world, high-demand sectors beyond defense and intelligence.

Editorial Disclosure: The editorial content on this page is not provided by any entity mentioned herein. Opinions expressed here are the author’s alone, and have not been reviewed, approved or otherwise endorsed by any of these entities.

Disclaimer: The author(s) of this article may or may not hold a position in the mentioned stock. None of the companies discussed in the above article have paid for this content. The information provided in this article should not be considered financial advice, and readers should always do their own research before making investment decisions. However, as with any investment, there are potential risks and uncertainties to consider, such as potential regulatory changes, market volatility, and competition from other players in the industry. It is important for investors to carefully monitor this stock and its performance over time to make informed decisions about their investments. crocon media is a project of The SiLLC Assembly. This site is for entertainment purposes only. The owner of this site is not an investment advisor, financial planner, nor legal or tax professional and articles here are of an opinion and general nature and should not be relied upon for individual circumstances. This article is for informational purposes only and should not be considered financial advice. Investing in stocks involves risk, and readers should conduct their own research and consult with a qualified financial advisor before making any investment decisions.

September 20, 2023 [crocon media – msch] In a significant move, Kontron, a leading IoT technology company, has acquired Altimate, a Romanian frontrunner in urban and interurban mobility solutions. This acquisition not only amplifies Kontron’s foothold in the transportation sector but also accentuates its commitment to expanding its high-margin “Software + Solutions” segment.

Altimate’s two-decade-long expertise in urban traffic control, automated fare collection, tolling solutions, and traffic violations solution positions it as a market leader. With a diverse portfolio catering to airports, maritime ports, public transport, and tolling, Altimate’s software solutions are primed to revolutionize urban mobility. The company’s impressive roster of 191 employees, predominantly software engineers, brings unparalleled expertise in intelligent traffic solutions.

Financially, Altimate’s performance has been commendable. In 2022, the company reported revenues of EUR 19.6 million with an impressive gross margin of over 50%. The EBITDA stood at EUR 1.8 million. The future looks even brighter with a shift towards “Software as a Service” and “Mobility Infrastructure as a Service” projects. Integration with Kontron’s transportation business is expected to unlock high synergies, paving the way for marketing these complementary software products across Europe. By 2024, projections indicate revenues exceeding EUR 25 million and an EBITDA margin surpassing EUR 3 million.

For Kontron, this acquisition is a strategic move to bolster its “Software + Solutions” segment, which currently accounts for less than 20% of its revenues. With recent acquisitions and the integration of the existing transportation and susietec® business, this segment is poised to become Kontron’s largest by 2025, contributing to over 50% of the revenue by 2027.

About Kontron:
With over 20 years of experience, Kontron AG stands as a beacon in the IoT technology landscape. The company’s intelligent solutions have been instrumental in driving business goals across diverse industries, from automated industrial operations and advanced medical solutions to smarter transport and energy solutions. Listed on the SDAX® and TecDAX® of the German Stock Exchange, Kontron’s global presence is marked by its 4,500 employees and subsidiaries in over 20 countries.

Read the press release : https://www.eqs-news.com/news/corporate/kontron-ag-ma-4-kontron-acquires-altimate-an-urban-and-interurban-mobility-solutions-provider/1900337

July 6, 2023 [crocon media – msch] Nano Dimension, a leading supplier of Additively Manufactured Electronics (AME) and multi-dimensional polymer, metal, and ceramic Additive Manufacturing (AM) 3D printers, has announced its preliminary financial results for the second quarter of 2023. The unaudited approximated consolidated revenues for Q2/2023 reached $14.8 million, representing a significant 33% increase compared to Q2/2022. Furthermore, the company reported revenues of $29.7 million for the first half of 2023, marking a notable 38% increase over the same period in 2022.

The impressive revenue growth underscores Nano Dimension’s successful business model and strategic initiatives that have propelled both organic and inorganic growth. The company’s recent disciplined acquisitions and seamless integrations have solidified its position as a leader in the industry. Yoav Stern, Chairman and CEO of Nano Dimension, expressed confidence in their performance, stating that these results are a testament to the efficacy of their research and development efforts, as well as their strong operations, marketing, and sales functions across all product lines.

Despite the macroeconomic uncertainties impacting the sector, Nano Dimension has outperformed with a remarkable 48% organic revenue growth since Q3/2022. This achievement reflects the company’s resilience and ability to navigate through challenges while delivering innovative solutions to meet market demands. By continuously driving organic growth and capitalizing on strategic acquisitions, Nano Dimension has positioned itself for long-term success.

These preliminary results highlight the company’s commitment to advancing AME and AM technology and its ability to capitalize on the growing demand for additive manufacturing solutions. Nano Dimension’s consistent revenue growth demonstrates its ability to attract customers and maintain a strong market presence.

Looking ahead, Nano Dimension is poised for continued growth and industry leadership. As the adoption of additive manufacturing and 3D printing technologies expands, the company is well-positioned to leverage its expertise and comprehensive product portfolio. The successful integration of recent acquisitions has further strengthened its competitive advantage and opens up new opportunities for revenue growth.

In conclusion, Nano Dimension’s strong Q2 performance and consistent revenue growth illustrate its solid market position and promising future prospects. With a focus on innovation, strategic acquisitions, and effective operations, the company is well-equipped to capitalize on the evolving additive manufacturing industry and deliver long-term value to its stakeholders.

Read the press release : https://www.globenewswire.com/news-release/2023/07/06/2700345/0/en/Nano-Dimension-Announces-Preliminary-Q2-2023-Results-Demonstrating-Another-Stellar-Quarterly-Performance-With-Revenues-Showing-48-Organic-Growth-Since-Q3-2022.html

Editorial Disclosure: The editorial content on this page is not provided by any entity mentioned herein. Opinions expressed here are the author’s alone, and have not been reviewed, approved or otherwise endorsed by any of these entities.

Disclaimer: The author(s) of this article may or may not hold a position in the mentioned stock. None of the companies discussed in the above article have paid for this content. The information provided in this article should not be considered financial advice, and readers should always do their own research before making investment decisions. However, as with any investment, there are potential risks and uncertainties to consider, such as potential regulatory changes, market volatility, and competition from other players in the industry. It is important for investors to carefully monitor this stock and its performance over time to make informed decisions about their investments. crocon media is a project of The SiLLC Assembly. This site is for entertainment purposes only. The owner of this site is not an investment advisor, financial planner, nor legal or tax professional and articles here are of an opinion and general nature and should not be relied upon for individual circumstances.

May 25, 2023 [crocon media – msch , mschro] Nvidia (NVDA), a leading player in the AI industry, announced its fiscal first quarter earnings, surpassing analysts’ expectations on both the top and bottom line, driven by the robust performance of its data center business. The company also provided an optimistic outlook, forecasting Q2 revenue of approximately $11 billion, much higher than the projected $7.2 billion estimated by Wall Street.

As the AI revolution continues to gain momentum, Nvidia remains at the forefront, thanks to its powerful graphics cards and server products, resulting in a significant surge in its stock price. Over the past year, Nvidia’s shares have soared by an impressive 77%, outperforming rival AMD (AMD), which has seen a 12% increase, while Intel (INTC) has faced a 30% decline.

Let’s delve into the key numbers from the report and compare them to the market expectations. Nvidia reported a revenue of $7.2 billion, exceeding the estimated $6.5 billion, and an adjusted EPS of $1.09, surpassing the projected $0.92. In terms of business segments, the gaming division generated $2.2 billion in revenue, surpassing the expected $1.9 billion, while the data center segment achieved $4.2 billion, exceeding the projected $3.9 billion.

Following the announcement, Nvidia’s stock surged by more than 13%.

Nvidia CEO Jensen Huang highlighted the company’s position in the accelerating computing and generative AI sectors, stating, “A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service, and business process.”

While Nvidia’s success is largely tied to the AI wave, driven by initiatives such as OpenAI’s ChatGPT and the generative AI efforts of Microsoft (MSFT) and Google (GOOG, GOOGL), the company continues to face challenges in the gaming industry. The decline in consumer spending on electronics, following the pandemic-induced surge, has slowed down the gaming market. With many consumers already equipped with high-performance systems, the need for immediate upgrades has diminished. Competitors like Intel and AMD are also grappling with similar issues in their client computing divisions.

However, this slowdown is expected to reverse soon. Analysts anticipate Nvidia’s gaming business to return to revenue growth in Q2, marking the first increase in a year, according to Bloomberg data. This positive trend would greatly contribute to Nvidia’s overall revenue growth, following three consecutive quarters of decline as of Q1.

On the bright side, Nvidia’s data center business continues to perform strongly, with a 14% revenue growth reported for the quarter.

As Nvidia maintains its leadership position in the AI and data center markets, investors and industry observers will closely monitor the company’s performance in the coming quarters, particularly the expected rebound in the gaming industry. With an optimistic outlook and a solid foundation in the growing AI landscape, Nvidia is poised for further success and revenue growth.

Read the press release : https://www.globenewswire.com/news-release/2023/05/24/2675692/0/en/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2024.html