Accounts Receivable
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X @Cassandra Unchained
Cassandra Unchained· 2026-02-14 06:28
Check out these two charts. This is a tomahawk dunk, a killshot.Palantir accounts receivable grew 20x while revenue growth grew 6x. DSO rose form 20 to 67 days. Q4 though is the seasonal low, and seasonal lows have been rising - 20 → 44 → 40 → 46 → 55 → 63 → 67 days. Today’s “best” quarter (67 days) is worse than the peak quarters of 2020–2021. The floor keeps rising. Government customers pay slower, but mix is far more commercial now. Larger deals are longer cycles, but Adobe does big deals and its DSO has ...
BILL (BILL) - 2025 Q2 - Earnings Call Presentation
2025-02-07 00:51
BILL NYSE BILL Investor Deck February 2025 Safe harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements other than statements of historical facts, and statements in the future tense. Forward-looking statements are based on our expectations as of the date of this presentation and are subject to a number of risks, uncertainties and assumptions, many of which involve factors or circumstances that are beyond ou ...