[標的] PLTR.US Palantir財報

1. 標的： PLTR.US Palantir

2. 分類 :討論

3. 分析/正文：
<Q4 2022 Highlights>

GAAP net income of $31 million
This marks our first quarter of positive GAAP net income

GAAP earnings per share of $0.01
Adjusted earnings per share of $0.04

Total revenue grew 18% year-over-year to $509 million

US revenue grew 19% year-over-year to $302 million
Commercial revenue grew 11% year-over-year to $215 million

US commercial revenue grew 12% year-over-year to $77 million
Government revenue grew 23% year-over-year to $293 million

US government revenue grew 22% year-over-year to $225 million
Customer count grew 55% year-over-year and 9% quarter-over-quarter

US commercial customer count increased 79% year-over-year, from 80 customers
in Q4 2021 to 143 customers in Q4 2022

Loss from operations of $(18) million, representing a margin of (4)%, up
1,000 basis points year-over-year

Adjusted income from operations of $114 million, representing a margin of 22%Cash from operations of $79 million, representing a 15% margin

Adjusted free cash flow of $76 million, representing a 15% margin

<FY 2022 Highlights>

Total revenue grew 24% year-over-year to $1.91 billion
US revenue grew 32% year-over-year to $1.16 billion

Commercial revenue grew 29% year-over-year to $834 million
US commercial revenue grew 67% year-over-year to $335 million

Government revenue grew 19% year-over-year to $1.07 billion
US government revenue grew 22% year-over-year to $826 million

Loss from operations of $(161) million, representing a margin of (8)%, up
1,900 basis points year-over-year

Adjusted income from operations of $421 million, representing a margin of 22%Cash from operations of $224 million, representing a 12% margin

Adjusted free cash flow of $203 million, representing a 11% margin

4. PLTR於2022Q4實現第一次GAAP獲利（營業淨利3100萬美元及每股盈餘0.01）
該公司預估2023年將是第一個實現盈利的年份
公司股價盤後大漲近20%