"Moat is growing" it's not there yet. A lot of their rev comes from big corps and govt contracts and once these customers sign up they don't go away, dependency gets build up on the software/tech and stays like that for years unless the provider becomes incompetent over years and decades.
These integrations intentionally are designed hard to integrate and hard to decouple. Usually providers will give full support and discount for integration in order to facilitate the "hard to integrate" part and once onboard since these are hard to decouple systems, they stay with the customer for long time.( Think about all the logistics, architecture, training, budgeting, approvals) it takes months and years.
From what I know it was purely an engineer company with little emphasis on sales and that's changing.
The problems they are solving( unstructured data) is very hard to solve etc etc etc. What a lot of people don't realize is that these systems can be deployed in multiple domain and areas and opens up new frontiers for PLTR other then defence contracts. I will suggest some reading on them.
These integrations intentionally are designed hard to integrate and hard to decouple. Usually providers will give full support and discount for integration in order to facilitate the "hard to integrate" part and once onboard since these are hard to decouple systems, they stay with the customer for long time.( Think about all the logistics, architecture, training, budgeting, approvals) it takes months and years.
From what I know it was purely an engineer company with little emphasis on sales and that's changing.
The problems they are solving( unstructured data) is very hard to solve etc etc etc. What a lot of people don't realize is that these systems can be deployed in multiple domain and areas and opens up new frontiers for PLTR other then defence contracts. I will suggest some reading on them.