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Younger than the other companies on your list. Microsoft is 47 years old.
by avrionov 4y ago
Younger than the other companies on your list. Microsoft is 47 years old.
- AlbertCory 4y ago.. and Facebook is only a couple years older. And their numbers are not monotonically increasing. Can you find some companies you think are comparable?
- avrionov 4y agoPalantir 19 years old - 2021 R&D expenses were 25%, 2020 - 50% https://seekingalpha.com/symbol/PLTR/income-statement https://seekingalpha.com/symbol/PLTR/income-statement RingCentral - 23 years old - R&D Expenses increasing for the last 3 or 4 years https://seekingalpha.com/symbol/RNG/income-statement https://seekingalpha.com/symbol/RNG/income-statement
- AlbertCory 4y agoI can't look at seekingalpha without being logged in, which I refuse to do for publicly available information. Anyway: Palantir is developing lots of new products, being in the security area, I imagine, while I don't know what RingCentral is doing. In any case, getting aggregate info or industry info, seems inordinately difficult without having a paywall in the way. That's why I went straight to SEC filings, which are public. And that brings me to: * So you found a couple other big spenders and you want to single out those as your comparables. I'll be more impressed when you define a class of tech companies that you think are comparable. We can argue about whether they are, but in any case: where does TWTR rank in that class? And then the subjective question: what have they delivered to shareholders for all that spending?