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Yahoo
28 minutes ago
- Yahoo
Is This Why Palantir Doesn't Have Any Competition?
Key Points According to Palantir, the company mostly competes with the internal efforts of its customers. It's been a relatively small company for most of its history. It also isn't afraid to court controversy. 10 stocks we like better than Palantir Technologies › Of everything in Palantir Technologies' (NASDAQ: PLTR) annual report, this line at the top of its competition section may be the most telling: "We are fundamentally competing with the internal software development efforts of our potential customers." In other words, when Palantir goes into a sales meeting, it's not competing against big tech companies or other software-as-a-service platforms, but in-house efforts to build something similar to its own data analytics platform. The company goes on to say, "Organizations frequently attempt to build their own data platforms before turning to buy ours." On its earnings calls, management regularly tells stories of failures in the government to develop proprietary software, leading to agencies embracing Palantir. Its platform has become a favorite in the Trump administration, used by the Department of Government Efficiency (DOGE), Immigration and Customs Enforcement (ICE), and other agencies. As its stock soared, that statement at the top has become more of a curiosity. Palantir was the best-performing stock on the S&P 500 last year and is the top performer so far this year as well. Typically, success attracts competition, and while it does face some, it seems to be less of a factor than it should be. Let's look at two potential reasons. A desire to avoid controversy These days, Palantir is known for its soaring stock price, but the company also has a long history of courting controversy because it has enabled government surveillance that earned it criticism in some corners. For example, earlier this year, 13 former employees signed a letter condemning the company for contracting with ICE in order to provide "near real-time visibility" into how migrants move across the country. Other criticism has focused on privacy concerns, including what some cite as its creation of a sort of digital ID on Americans. The Trump administration chose it to help federal agencies share information by putting a host of personal data on its platform. Ahead of the company's initial public offering in 2020, Amnesty International said Palantir was failing in its responsibility to protect human rights. Big tech companies like Alphabet, Microsoft, and Amazon already compete with it in some capacity and have the wherewithal to develop similar analytics platforms. But a desire to avoid the controversy that has swirled around Palantir may be restraining them so far. All three of those big tech companies have huge consumer-facing businesses and would be loath to jeopardize those for a much smaller prize. Amazon, for example, was forced to discontinue some features of its Rekognition facial recognition technology and banned police use of the technology. Alphabet's Google is also no stranger to controversy around data privacy, given its extensive ad targeting and data sharing. With these companies already facing antitrust threats, avoiding controversy around data privacy and surveillance is probably a smart move. Palantir is still (relatively) small Companies often attract competition as they grow, but Palantir's market cap, which is now above $400 billion, belies the actual size of the business. It just reported its first quarter of $1 billion in revenue and is now targeting slightly more than $4 billion. That's a sizable business, but it's not enough to attract competition from the likes of Alphabet, Microsoft, or Amazon, which are on track to generate roughly $1.5 trillion in combined revenue this year. And since the company primarily competes with the internal software development efforts of its customers rather than other established software companies, that also works to its advantage: It's not taking market share from a competitor that will respond to the threat. Its biggest test is coming Palantir just reported another blockbuster quarter with revenue up 48% and an operating margin of 27% as measured by generally accepted accounting principles. And its guidance calls for that momentum to continue. Those kinds of results attract attention, and as Palantir grows, it's likely to receive more competition from larger tech companies. It may have to reach $5 billion or even $10 billion a quarter in revenue, but it will eventually hit a tipping point. That's when we may discover if its technology is superior enough to withstand any challenges from big tech. Management seems to believe that's the case, but so far, Palantir has benefited from a relatively open playing field. Do the experts think Palantir Technologies is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Palantir Technologies make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,046% vs. just 181% for the S&P — that is beating the market by 864.78%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $635,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,099,758!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Jeremy Bowman has positions in Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Is This Why Palantir Doesn't Have Any Competition? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
33 minutes ago
- Yahoo
Motorola concludes acquisition of Silvus Technologies for $4.4bn
Motorola Solutions has concluded the acquisition of Silvus Technologies Holdings, a company specialising in mobile ad-hoc networks (MANET), in a deal valued at $4.4bn. The deal includes about $4.38bn in cash (subject to customary adjustments), as well as around $20m in restricted stock for certain employees to equity holders. The purchase agreement terms also allow for earnout consideration of up to $600m based on business performance over consecutive 12-month periods ending in 2027 and 2028. In May 2025, Motorola first signed an agreement to acquire the Los Angeles-based company. The MANET technology is engineered for frontline operations in 'challenging' environments, providing secure data, video, and voice communications without fixed infrastructure. Its devices are claimed to create large, scalable, and self-healing networks that adapt to ongoing mobility. These mobile networks are said to connect people, devices, and nodes over long distances, supporting bandwidth-intensive technologies such as video, sensors, and drones. Silvus Technologies CEO Babak Daneshrad said: 'At our core, both our companies are driven by innovation that makes the world safer. 'Bringing our advanced engineering teams together amplifies our ability to build more powerful solutions to serve more customers globally. I am incredibly optimistic about the future we have with Motorola Solutions.' Autonomous technologies such as drones, vehicles, and robots are being utilised to enhance safety by increasing the distance between soldiers and potential threats, according to the company. Silvus stated that its technology enables human operators to control these systems with minimal latency, saving lives and improving tactical decision-making. Silvus serves a diverse clientele, including defence agencies, autonomous systems manufacturers, the intelligence community, law enforcement, and global enterprises. Motorola noted that it aims to expand Silvus' reach by leveraging its global scale and established relationships with government and public safety customers worldwide. Motorola Solutions chairman and CEO Greg Brown said: 'Silvus' advanced solutions for drone and unmanned systems are trusted in the world's most demanding defence environments, and offer vital applications for border security and public safety. 'Their capabilities are an excellent complement to our land mobile radio and video technologies, and we look forward to bringing them to more customers around the world.' "Motorola concludes acquisition of Silvus Technologies for $4.4bn" was originally created and published by Verdict, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
43 minutes ago
- Yahoo
Spanish Bank BBVA Said to Offer Off-Exchange Custody to Binance Customers: FT
Binance, the largest cryptocurrency exchange by volume traded, enlisted Spain's third-largest bank, BBVA, to provide custody services as it looks to improve protection for customers by isolating their assets from any disruption that might occur to the trading platform, the Financial Times reported. The custody arrangement separates trading activities from the funds backing the transactions by parking client assets in U.S. Treasuries held by BBVA. Binance then accepts the Treasuries as margin for trading, the FT said, citing people familiar with the process. If Binance were to fail, funds would remain secure in the Treasuries under BBVA's control. The deal distances the exchange from its earlier model of holding user funds in-house. The shift follows mounting pressure on crypto exchanges to isolate custody from trading, especially after FTX's collapse in 2022, which left users' funds frozen and shattered confidence across the market. Others measures exchange adopted include proof-of-reserves, a cryptographic method of proving customers' funds are in their wallets. Binance, which paid a $4.3 billion penalty last year to U.S. regulators for anti-money laundering failures, has since allowed clients to use third-party custodians including Sygnum and FlowBank. BBVA has been moving deeper into crypto. Just this year, it rolled out crypto trading and custody services through its mobile app and advised private clients to allocate up to 7% of portfolios into bitcoin (BTC) and ether (ETH). Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
