[標的] PLTR.US Palantir Q1財報

1. 標的： PLTR.US Palantir

2. 分類：討論

3. 分析/正文：

Pltr Q1 淨利約1700萬，其中來自營業利益的411.5萬，其餘來自利息收入2085.3萬(還有其他費用要扣）

也再次實現GAAP會計準則的獲利，GPPA EPS $0.01

帳上約有29億美元的約當現金，FCF約1.89億

營收YOY 18%，展望Q2及2023全年仍持續獲利

該公司最新結合大型語言模型及生成式AI的AIP人工智慧平台對公司帶來的貢獻是可以期待

2023 Q1財報

GAAP net income of $17 million

This marks our second consecutive quarter of positive GAAP net income

GAAP income from operations of $4 million, representing a margin of 1%, up
1,000 basis points year-over-year

This marks our first quarter of positive GAAP operating income
GAAP earnings per share (“EPS”) of $0.01

Adjusted EPS of $0.05

Total revenue grew 18% year-over-year to $525 million
US revenue grew 23% year-over-year to $337 million

Commercial revenue grew 15% year-over-year to $236 million
US commercial revenue grew 26% year-over-year to $107 million

Government revenue grew 20% year-over-year to $289 million
US government revenue grew 22% year-over-year to $230 million

Customer count grew 41% year-over-year and 7% quarter-over-quarter
US commercial customer count increased 50% year-over-year, from 103 customersin Q1 2022 to 155 customers in Q1 2023

Adjusted income from operations of $125 million, representing a margin of 24%Cash from operations of $187 million, representing a 36% margin

Adjusted free cash flow of $189 million, representing a 36% margin
Cash, cash equivalents, and short-term U.S. treasury securities of $2.9
billion

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