[標的] PLTR.US Palantir 2024Q3財報

標的：PLTR.US

分類：討論

分析/正文：
U.S. revenue grew 44% year-over-year and 14% quarter-over-quarter to $499
million

U.S. commercial revenue grew 54% year-over-year and 13% quarter-over-quarter
to $179 million

U.S. government revenue grew 40% year-over-year and 15% quarter-over-quarter
to $320 million

Revenue grew 30% year-over-year and 7% quarter-over-quarter to $726 million

Closed 104 deals over $1 million

Customer count grew 39% year-over-year and 6% quarter-over-quarter

GAAP net income of $144 million, representing a 20% margin

GAAP income from operations of $113 million, representing a 16% margin

Adjusted income from operations of $276 million, representing a 38% margin

Rule of 40 score of 68%

GAAP earnings per share (“EPS”) grew 100% year-over-year to $0.06

Adjusted EPS grew 43% year-over-year to $0.10

Cash, cash equivalents, and short-term U.S. Treasury securities of $4.6
billion

Cash from operations of $420 million, representing a 58% margin and $995
million on a trailing twelve month basis

Adjusted free cash flow of $435 million, representing a 60% margin and over
$1 billion on a trailing twelve month basis

For Q4 2024, we expect:

Revenue of between $767 - $771 million.

Adjusted income from operations of between $298 - $302 million.
For full year 2024:

We are raising our revenue guidance to between $2.805 - $2.809 billion.

We are raising our U.S. commercial revenue guidance to in excess of $687
million, representing a growth rate of at least 50%.

We are raising our adjusted income from operations guidance to between $1.054- $1.058 billion.

We are raising our adjusted free cash flow guidance to in excess of $1
billion.

And we continue to expect GAAP operating income and net income in each
quarter of this year.

進退場機制：
營收YoY 30%，美國商業跟政府分別成長54%、40%，並上調全年展望
盤後目前上漲13%

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