Why Customer Concentration Matters More Than Revenue Growth
Strong revenue growth can mask structural dependency. Palantir’s latest 10 Q shows why customer concentration and government exposure still matter more than headlines suggest.
Earnings
Palantir is growing fast, but the risk is still concentrated
Palantir’s revenue growth looks strong, but a closer look at its 10-Q reveals where structural risk still sits. Customer concentration, government dependency, and long-term commitments don’t show up in headlines, but they matter.
NVIDIA’s Explosive Q3 FY2026: What the Nov 19, 2025 10-Q Really Shows
NVIDIA posted $57 billion in Q3 FY2025 revenue, fueled by record-breaking AI infrastructure demand. Here’s what the 10-Q really reveals, in plain English.