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    Daniel Ives • Wedbush Securities

    Daniel Ives's questions to Palantir Technologies Inc (PLTR) leadership

    Daniel Ives's questions to Palantir Technologies Inc (PLTR) leadership • Q1 2025

    Question

    Daniel Ives asked if Palantir could gain a larger share of government budgets, particularly from the Department of Defense, as agencies move towards a more merit-based procurement system.

    Answer

    CEO Alexander Karp responded affirmatively, stating that Palantir excels in environments that are under pressure and value meritocracy. He explained that pressure forces institutions to select products that demonstrably work, which benefits Palantir's battle-tested software stack (AIP, Foundry, Ontology). Karp emphasized that Palantir's 'warrior culture' is built to deliver in crucial situations, and this merit-based approach leads to better ethics and execution, which is why the company is seeing strong demand.

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    Daniel Ives's questions to Palantir Technologies Inc (PLTR) leadership • Q4 2024

    Question

    Daniel Ives of Wedbush Securities inquired about the rapid pace of AI sales cycles, asking if management was surprised by how quickly customers are moving from initial contact to deployment.

    Answer

    Chief Revenue Officer Ryan Taylor stated he was not surprised, citing the tangible energy and immediate, quantifiable impact customers experience. CEO Alexander Karp added that the real surprise is the starkly different adoption rates between pragmatic U.S. companies and more process-bound European firms, noting that the power of the results is now breaking down previous institutional barriers.

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    Daniel Ives's questions to Palantir Technologies Inc (PLTR) leadership • Q3 2024

    Question

    Daniel Ives of Wedbush Securities asked about the rapid conversion of 'boot camp' participants into major deals, questioning if the speed has surprised management and what it signifies about Palantir's process and market position in the AI revolution.

    Answer

    Chief Revenue Officer Ryan Taylor confirmed the trend, citing the 54% year-over-year growth in U.S. commercial revenue and examples of customers signing seven-figure deals within two months of a boot camp. CEO Alex Karp added that the expansion is viral, with employees bringing Palantir to new companies, and noted that AI also allows Palantir to scale its own internal operations more effectively.

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    Daniel Ives's questions to VinFast Auto Ltd (VFS) leadership

    Daniel Ives's questions to VinFast Auto Ltd (VFS) leadership • Q3 2024

    Question

    Daniel Ives questioned the expected delivery ramp-up in Indonesia and the U.S. for 2025, asking if it would be concentrated in the first or second half of the year. He also asked for a comparison of management's visibility on deliveries and growth in Vietnam for 2025 versus 2024.

    Answer

    An executive stated that while Vietnam will remain a significant contributor in 2025, the company will continue to expand in international markets like Indonesia, the Philippines, India, North America, and the Middle East, while balancing growth and profitability. Regarding Vietnam, management expressed high confidence for 2025, citing strong momentum from becoming the market leader in late 2024 and the full-year availability of its entire model lineup, targeting a potential 50% market share.

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    Daniel Ives's questions to Pegasystems Inc (PEGA) leadership

    Daniel Ives's questions to Pegasystems Inc (PEGA) leadership • Q3 2024

    Question

    Daniel Ives asked about the evolution of partner relationships, particularly with hyperscalers like AWS and Google Cloud, in light of Pega GenAI Blueprint and the company's cloud-focused strategy.

    Answer

    CEO Alan Trefler noted significant enthusiasm from partners, highlighting that over a dozen have created more than 70 private Blueprints for their own use. CFO Kenneth Stillwell added that engagement with AWS and Google Cloud is accelerating, viewing them as strategic go-to-market partners for targeting both new workloads and the existing $750 million of on-premise ACV. Trefler also mentioned that hyperscalers are very interested in Pega's ability to help clients replace legacy applications, which facilitates cloud adoption.

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