September 28, 2025
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Snowflake (SNOW) vs Datadog (DDOG) — Cloud Data vs Observability Growth

profitpencil07 mins mins

Executive summary Summary fundamentals Additional snapshot metrics (each cited above): net revenue retention SNOW 125% (Jul 31, 2025); Datadog ~3,850 customers with >$100k ARR (Jun 30, 2025) (Snowflake IR; Datadog press release). (investors.snowflake.com) Detailed fundamental analysis Revenue trends Snowflake’s product revenue growth accelerated to 32% YoY as enterprises scale data and AI workloads on its…

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Deep Dive: Palantir (PLTR) — AI Contracts and Government Growth Drivers

profitpencil09 mins mins

Executive summary Summary fundamentals Detailed fundamental analysis Revenue composition and trends Palantir’s Q2 2025 revenue acceleration to $1.004B was driven by both U.S. government contracts (+49% YoY for government revenue) and commercial growth (U.S. commercial revenue +93% YoY to $306M) (Palantir Q2 slides). The firm separates strategic commercial contracts from recurring commercial revenue; excluding strategic…

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