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Michael Burry Questions Palantir Revenue Timing in Filing Review

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Sig1.60Sen-2.40Env0.00Soc0.00Gov-2.60

Burry’s argument relies on Palantir’s filings: in nine of the last 12 quarters, accounts receivable rose faster than revenue. While no single customer exceeded 10% of revenue in the first half, collection risk is concentrated in one payer. He compares Palantir’s deferred revenue ratios to Salesforce and Accenture, though Palantir also reported 93% year-over-year revenue growth and more than doubling operating cash flow, with customers paying.

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