Subtext

Palantir Technologies Inc. PLTR

SectorInformation Technology
Transcripts19
Date range2020-11-16 – 2025-05-05
Calls charted19

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-11-6+0+6+112020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12020 Q3 · Overall: +6.32020 Q4 · Overall: +7.12021 Q1 · Overall: +8.52021 Q2 · Overall: +7.62021 Q3 · Overall: +9.42021 Q4 · Overall: -1.82022 Q1 · Overall: -3.72022 Q2 · Overall: +1.12022 Q3 · Overall: -3.62022 Q4 · Overall: +6.22023 Q1 · Overall: +6.02023 Q2 · Overall: +5.32023 Q3 · Overall: +9.02023 Q4 · Overall: +3.62024 Q1 · Overall: -0.72024 Q2 · Overall: +4.42024 Q3 · Overall: +9.72024 Q4 · Overall: +3.82025 Q1 · Overall: +2.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-22-11+0+11+222020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12020 Q4 · CEO: -3.42022 Q1 · CEO: -8.92022 Q2 · CEO: +0.92022 Q3 · CEO: -7.12022 Q4 · CEO: +6.62023 Q1 · CEO: +3.02023 Q2 · CEO: +1.72023 Q3 · CEO: +9.12023 Q4 · CEO: +2.72024 Q2 · CEO: +9.12024 Q3 · CEO: +11.62024 Q4 · CEO: +3.22025 Q1 · CEO: -1.62020 Q3 · CFO: +7.92020 Q4 · CFO: +9.42021 Q1 · CFO: +8.92021 Q2 · CFO: +9.82021 Q3 · CFO: +9.72022 Q1 · CFO: +0.02022 Q2 · CFO: +4.52022 Q3 · CFO: +1.02022 Q4 · CFO: +11.62023 Q1 · CFO: +19.42023 Q2 · CFO: +13.32023 Q3 · CFO: +11.82023 Q4 · CFO: +6.92024 Q2 · CFO: +5.22024 Q3 · CFO: +8.02024 Q4 · CFO: +7.62025 Q1 · CFO: +4.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-23-12+0+12+232020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12020 Q3 · Prepared remarks: +7.62020 Q4 · Prepared remarks: +7.82021 Q1 · Prepared remarks: +9.82021 Q2 · Prepared remarks: +9.02021 Q3 · Prepared remarks: +9.82021 Q4 · Prepared remarks: -1.72022 Q1 · Prepared remarks: -4.02022 Q2 · Prepared remarks: +1.02022 Q3 · Prepared remarks: -4.12022 Q4 · Prepared remarks: +6.22023 Q1 · Prepared remarks: +6.02023 Q2 · Prepared remarks: +5.32023 Q3 · Prepared remarks: +9.02023 Q4 · Prepared remarks: +3.62024 Q1 · Prepared remarks: -0.72024 Q2 · Prepared remarks: +4.42024 Q3 · Prepared remarks: +9.72024 Q4 · Prepared remarks: +3.82025 Q1 · Prepared remarks: +2.92020 Q3 · Q&A responses: +8.82020 Q4 · Q&A responses: +3.82021 Q1 · Q&A responses: +20.12021 Q2 · Q&A responses: +9.02021 Q3 · Q&A responses: +19.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.10$0.27$0.442020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12020 Q4: $0.122021 Q1: $0.172021 Q2: $0.172021 Q3: $0.202021 Q4: $0.202022 Q1: $0.212022 Q2: $0.202022 Q3: $0.172022 Q4: $0.162023 Q1: $0.212023 Q2: $0.232023 Q3: $0.262023 Q4: $0.302024 Q1: $0.352024 Q2: $0.362024 Q3: $0.41

Forward P/E

23.35126.81230.272020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12020 Q4: 216.002021 Q1: 146.142021 Q2: 141.712021 Q3: 137.112021 Q4: 94.302022 Q1: 54.842022 Q2: 39.612022 Q3: 45.552022 Q4: 45.942023 Q1: 37.622023 Q2: 69.172023 Q3: 60.002023 Q4: 59.572024 Q1: 71.942024 Q2: 71.722024 Q3: 88.19

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2021 Q4 tone ↓ -11.2 fwd EPS ↑ +0.00 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +4.8 fwd EPS ↓ -0.01 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +9.8 fwd EPS ↓ -0.01 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↓ -5.4 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -4.2 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-05+2.9——View →
2024 Q42025-02-03+3.8——View →
2024 Q32024-11-04+9.7$0.4188.2View →
2024 Q22024-08-05+4.4$0.3671.7View →
2024 Q12024-05-06-0.7$0.3571.9View →
2023 Q42024-02-05+3.6$0.3059.6View →
2023 Q32023-11-02+9.0$0.2660.0View →
2023 Q22023-08-07+5.3$0.2369.2View →