Palantir Technologies Inc. (NYSE: PLTR)
Palantir Technologies Inc. continued its mission to deliver powerful data integration and decision making platforms across both government and commercial sectors. The company reported $2.9 billion in revenue, with 55% coming from government clients and 45% from commercial customers. It operates four main platforms that are Gotham, Foundry, Apollo and the newly expanded Artificial Intelligence Platform. Gotham serves intelligence and defence agencies, Foundry supports enterprise operations, Apollo enables software deployment across environments and AIP integrates large language models into customer workflows with built-in security and compliance. Initiatives such as AIP Bootcamps and the Developer Tier made it easier for clients to get started and provided opportunities to explore the platform through trials. The company emphasized expanding access while prioritizing ethical AI use and strict privacy controls.
Palantir expanded its customer base to 711 serving nearly 90 different industries. Strategic partnerships such as the joint venture with Fujitsu helped deepen its international reach. The firm is also pursuing more integrated industry operating systems to serve entire sectors not just individual clients. The company embedded with users to stay close to real-world problems, supporting its innovation in fields like national security, healthcare and critical infrastructure. Though it achieved profitability in recent quarters it remains cautious citing potential headwinds such as long sales cycles, competitive pressures and reliance on a few large customers.
Zscaler Inc (NYSE: ZS)
Zscaler has reshaped how organizations approach security in a world increasingly driven by cloud and mobile technologies. Its Zero Trust Exchange platform moves away from traditional tools like firewalls and VPNs offering a scalable and cloud native solution that allows users to securely access applications from anywhere without putting the broader network at risk.
The company is also doubling down on innovation particularly in artificial intelligence and machine learning. These technologies are being used to boost threat detection, streamline automated responses and deliver smarter and faster insights. Recognizing the growing importance of AI the firm is investing in both protecting AI systems and ensuring its platform is ready to support enterprise AI efforts. With strong customer adoption the platform is increasingly consolidating point products and simplifying IT environments. ZS supports a broad range of use cases across users, branches, IoT/OT and workloads addressing modern enterprise needs through secure access to IaaS, SaaS and private applications. The company continues to see accelerated adoption of Zero Trust with growing integration into security and IT operations.
The firm has maintained consistent revenue growth and robust y-o-y increases in calculated billings driven by its subscription based model and expanding customer base. The company highlights significant international revenue contributions attractive gross margins from its cloud native architecture and a large total addressable market that continues to grow.
Zscaler also emphasizes its environmental commitment with its platform consuming less energy than legacy hardware and being carbon neutral since 2022. The company is targeting net-zero emissions by the year 2025.Overall, Zscaler is strategically positioned to capitalize on megatrends in cloud adoption, cybersecurity and AI while offering a differentiated approach that replaces outdated security models with a more scalable, secure and sustainable platform.
(Source: Company Announcements)
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