他们24年全出了。现在大客户订单增长和retention都不错, ceo changed 2024, new ceo has Google backgound，nonGAAP operating margin is positive, so they are self funding, not exactly losing money if sales is realized earlier, I think the short answer on stock price jump: AI tailwind, 4b cash ready to buy back stock, close to 7b of backlog (30+% gowth; on losing money - lots of spending on sales force, good (or Bad) thing for growing company. I donot know if it is a direct competitor of pltr or not. Maybe someone in IT service can add
As for price drop, I think the company has set aside a lot of cash to buy back stock.
