Latest news with #bigdata
Yahoo
4 days ago
- Business
- Yahoo
Publicis' CEO dismisses Meta threat, raises yearly growth guidance
By Leo Marchandon and Noemie Naudin (Reuters) -French advertising firm Publicis on Thursday raised its full-year organic growth forecast following stronger-than-expected second-quarter results, as CEO Arthur Sadoun dismissed concerns over Meta's AI-powered ad creation system. "When Meta comes along and says that they can do everything themselves, I think that they are completely underestimating the intelligence of our customers, who, moreover, are not fooled," he said during an earnings call. Sadoun highlighted clients' reluctance to entrust their data to single platforms. "None of our customers want to leave their data in the world of 'walled gardens.' None of our customers want to work with a single platform," he said, adding that customers wanted to measure the impact of their spending "which obviously cannot be offered by those that do it within their own walls." Publicis said it has completed its $12 billion, decade-long tech transformation and will now focus on executing its strategy. The company highlighted its proprietary platform, which leverages in-house AI and big data capabilities to track consumer behavior and target individualized ads for over 4 billion internet users globally. "I've been hearing for nine years that the platforms are going to 'eat us for breakfast.' Honestly, I think it's time to stop talking about how platforms are going to replace us, because it's not a reality," Sadoun stressed. The company upgraded its 2025 organic growth forecast to close to 5%, up from the previous range of 4% to 5%, after reporting 5.9% net revenue organic growth in the second quarter. Publicis cited a "unprecedented new business run" in the first half of 2025, including wins with Coca-Cola, Nespresso, Lego, Paramount, and Spotify. Second-quarter revenue rose 10%, with growth across all regions: 5.3% in the U.S., 4.6% in Europe and 5.7% in Asia-Pacific. The company reported $5.2 billion in net new business wins for the first half of 2025, outpacing flatlining competitors such as WPP, Omnicom, Dentsu, and Interpublic, according to JPMorgan data.
CNA
4 days ago
- Business
- CNA
Publicis' CEO dismisses Meta threat, raises yearly growth guidance
French advertising firm Publicis on Thursday raised its full-year organic growth forecast following stronger-than-expected second-quarter results, as CEO Arthur Sadoun dismissed concerns over Meta's AI-powered ad creation system. "When Meta comes along and says that they can do everything themselves, I think that they are completely underestimating the intelligence of our customers, who, moreover, are not fooled," he said during an earnings call. Sadoun highlighted clients' reluctance to entrust their data to single platforms. "None of our customers want to leave their data in the world of 'walled gardens.' None of our customers want to work with a single platform," he said, adding that customers wanted to measure the impact of their spending "which obviously cannot be offered by those that do it within their own walls." Publicis said it has completed its $12 billion, decade-long tech transformation and will now focus on executing its strategy. The company highlighted its proprietary platform, which leverages in-house AI and big data capabilities to track consumer behavior and target individualized ads for over 4 billion internet users globally. "I've been hearing for nine years that the platforms are going to 'eat us for breakfast.' Honestly, I think it's time to stop talking about how platforms are going to replace us, because it's not a reality," Sadoun stressed. The company upgraded its 2025 organic growth forecast to close to 5 per cent, up from the previous range of 4 per cent to 5 per cent, after reporting 5.9 per cent net revenue organic growth in the second quarter. Publicis cited a "unprecedented new business run" in the first half of 2025, including wins with Coca-Cola, Nespresso, Lego, Paramount, and Spotify. Second-quarter revenue rose 10 per cent, with growth across all regions: 5.3 per cent in the U.S., 4.6 per cent in Europe and 5.7 per cent in Asia-Pacific. The company reported $5.2 billion in net new business wins for the first half of 2025, outpacing flatlining competitors such as WPP, Omnicom, Dentsu, and Interpublic, according to JPMorgan data.
Yahoo
7 days ago
- Business
- Yahoo
Palantir (PLTR): A Bull Case Theory
We came across a bullish thesis on Palantir on Compounding Your Wealth's Substack by Sergey. As of 9ᵗʰ July, Palantir's share was trading at $139.71. PLTR's trailing and forward P/E were 635.05 and 297.26 respectively according to Yahoo Finance. Palantir is a software company specializing in big data analytics and integration platforms, founded in 2003 by Peter Thiel, Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings. The company's primary products include Palantir Gotham, Foundry, Apollo, and the Artificial Intelligence Platform (AIP). Palantir's mission is to empower organizations to make sense of their data to solve complex problems and drive impactful decisions. The company operates within the technology sector, focusing on software solutions for big data analytics, artificial intelligence (AI), and data integration. Palantir's competitive advantage lies in its high switching costs and proprietary intellectual property (IP), with over 3,400 global patents. The company's platforms require extensive customization and integration into client workflows, resulting in substantial switching barriers. Palantir's Total Addressable Market (TAM) is estimated at over $200 billion, expanding with a projected CAGR of 18%-25% through 2030. The company's revenue growth has accelerated, reaching 39.3% YoY, with a strong outlook for the next quarter. Despite the company's strong performance, its valuation remains extremely high, reflecting strong expectations of continued revenue acceleration. Palantir's stock-based compensation (SBC) expenses decreased to 18% of revenue, but shareholder dilution remains high. The company's commercial growth is more important given the larger market opportunity, and it will be crucial to watch how the international commercial segment expands going forward. At the moment, the author remains on the sidelines and does not hold PLTR due to its high valuation and already elevated expectations being priced into the stock. Previously, we covered a on Palantir by Stefan Waldhauser on June 23, 2025, highlighting the company's potential as a backdoor play on the AI energy boom through its critical energy infrastructure assets. The stock has depreciated by 0.15% since our coverage. The previous thesis emphasized Palantir's role in powering AI with energy infrastructure, positioning it for growth. Sergey shares a contrarian view, emphasizing Palantir's high valuation and already elevated expectations, citing a high stock-based compensation expense and shareholder dilution. The conviction in the thesis has weakened due to valuation concerns. Palantir is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 77 hedge fund portfolios held PLTR at the end of first quarter which was 64 in the previous quarter. While we acknowledge the risk and potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to Blackrock. Disclosure: None. 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
7 days ago
- Business
- Yahoo
Palantir (PLTR): A Bull Case Theory
We came across a bullish thesis on Palantir on Compounding Your Wealth's Substack by Sergey. As of 9ᵗʰ July, Palantir's share was trading at $139.71. PLTR's trailing and forward P/E were 635.05 and 297.26 respectively according to Yahoo Finance. Palantir is a software company specializing in big data analytics and integration platforms, founded in 2003 by Peter Thiel, Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings. The company's primary products include Palantir Gotham, Foundry, Apollo, and the Artificial Intelligence Platform (AIP). Palantir's mission is to empower organizations to make sense of their data to solve complex problems and drive impactful decisions. The company operates within the technology sector, focusing on software solutions for big data analytics, artificial intelligence (AI), and data integration. Palantir's competitive advantage lies in its high switching costs and proprietary intellectual property (IP), with over 3,400 global patents. The company's platforms require extensive customization and integration into client workflows, resulting in substantial switching barriers. Palantir's Total Addressable Market (TAM) is estimated at over $200 billion, expanding with a projected CAGR of 18%-25% through 2030. The company's revenue growth has accelerated, reaching 39.3% YoY, with a strong outlook for the next quarter. Despite the company's strong performance, its valuation remains extremely high, reflecting strong expectations of continued revenue acceleration. Palantir's stock-based compensation (SBC) expenses decreased to 18% of revenue, but shareholder dilution remains high. The company's commercial growth is more important given the larger market opportunity, and it will be crucial to watch how the international commercial segment expands going forward. At the moment, the author remains on the sidelines and does not hold PLTR due to its high valuation and already elevated expectations being priced into the stock. Previously, we covered a on Palantir by Stefan Waldhauser on June 23, 2025, highlighting the company's potential as a backdoor play on the AI energy boom through its critical energy infrastructure assets. The stock has depreciated by 0.15% since our coverage. The previous thesis emphasized Palantir's role in powering AI with energy infrastructure, positioning it for growth. Sergey shares a contrarian view, emphasizing Palantir's high valuation and already elevated expectations, citing a high stock-based compensation expense and shareholder dilution. The conviction in the thesis has weakened due to valuation concerns. Palantir is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 77 hedge fund portfolios held PLTR at the end of first quarter which was 64 in the previous quarter. While we acknowledge the risk and potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to Blackrock. Disclosure: None.
Yahoo
10-07-2025
- Business
- Yahoo
Dan Ives Says Palantir Is on a ‘Golden Path.' Does That Make PLTR Stock a Buy Here?
Palantir (PLTR) shares are in focus on Thursday after a senior Wedbush analyst, Dan Ives, issued a positive note in favor of the Denver-headquartered big data analytics firm. In a research note this morning, Ives reiterated his 'Buy' rating on PLTR but raised his price target to $160 – indicating potential upside of another 15% from current levels. This Underdog AI Stock Just Got a New Street-High Price Target Texas Just Passed Quantum Computing Legislation. How Should You Play IONQ Stock Here? 'The Most Patriotic Thing You Can Do Is Not Pay the IRS' Says Grant Cardone as OBBBA Signed into Law — Here's How Much You'll Save Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Ives' bullish call on Palantir stock is particularly significant given it's already up more than 100% versus its year-to-date low set in mid-January. On Thursday, the top ranked analyst recommended that investors rise above valuation concerns as PLTR shares could emerge 'as a core winner in the trillions of AI spend over the next few years.' According to Dan Ives, the company's artificial intelligence platform (AIP) continues to attract 'unprecedented demand' from both government as well as commercial clients. Earlier this month, Palantir announced a team up with The Nuclear Company – growing its AI footprint beyond defense and commercial analytics as well. On the valuation front, Palantir shares do indeed look egregiously overvalued at a forward price-earnings (P/E) multiple of about 382x – well above Nvidia's 40x at the time of writing. Still, the Wedbush analyst recommended sticking with it as the Nasdaq-listed firm has a 'golden path to become the next Oracle over the coming years.' In his research note, Ives even called Palantir the 'Messi of AI' – reiterating that it stands to benefit substantially from the artificial intelligence boom. All in all, he expects the AI stock to climb further as the company's AI solutions continue to 'solve meaningful problems' for clients to boost customer conversions. Other Wall Street analysts, however, do not share Ives' optimism on Palantir Technologies. According to Barchart, the consensus rating on PLTR shares currently sits at 'Hold' only, with the mean target of about $105 indicating potential downside of some 23% from current levels. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
