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標的：PLTR.US

分類：討論

分析/正文：
Q4營收 YOY 36%, 客戶數量YOY 43%, 2024全年營收YOY 29%
Net Income與Operating Income有扣除一次性SAR費用
目前盤後最高碰觸99的價格,恭喜堅持還在車上的朋友們

Q4 2024 Highlights

U.S. revenue grew 52% year-over-year and 12% quarter-over-quarter to $558
million

U.S. commercial revenue grew 64% year-over-year and 20% quarter-over-quarter
to $214 million

U.S. government revenue grew 45% year-over-year and 7% quarter-over-quarter
to $343 million

Revenue grew 36% year-over-year and 14% quarter-over-quarter to $828 million
Closed 129 deals of at least $1 million, 58 deals of at least $5 million, and
32 deals of at least $10 million

Closed a record-setting $803 million of U.S. commercial total contract value (
“TCV”), up 134% year-over-year and 170% quarter-over-quarter

U.S. commercial remaining deal value (“RDV”) of $1.79 billion, up 99%
year-over-year and 47% quarter-over-quarter

Customer count grew 43% year-over-year and 13% quarter-over-quarter
Cash from operations of $460 million, representing a 56% margin

Adjusted free cash flow of $517 million, representing a 63% margin

GAAP net income of $79 million, representing a 10% margin

$165 million of net income when excluding one-time SAR-related expenses,
representing a 20% margin

GAAP income from operations of $11 million, representing a 1% margin
$142 million of income from operations when excluding one-time SAR-related
expenses, representing a 17% margin

Adjusted income from operations of $373 million, representing a 45% margin
Rule of 40 score of 81%

GAAP earnings per share (“EPS”) of $0.03
$0.07 EPS when excluding one-time SAR-related expenses

Adjusted EPS of $0.14

Cash, cash equivalents, and short-term U.S. Treasury securities of $5.2
billion

FY 2024 Highlights

U.S. revenue grew 38% year-over-year to $1.90 billion

U.S. commercial revenue grew 54% year-over-year to $702 million

U.S. government revenue grew 30% year-over-year to $1.20 billion
Revenue grew 29% year-over-year to $2.87 billion

Cash from operations of $1.15 billion, representing a 40% margin

Adjusted free cash flow of $1.25 billion, representing a 44% margin

GAAP net income of $462 million, representing a 16% margin

GAAP income from operations of $310 million, representing an 11% margin
$442 million of income from operations when excluding one-time SAR-related
expenses, representing a 15% margin

Adjusted income from operations of $1.13 billion, representing a 39% margin

資料來源：Palantir官網 https://reurl.cc/Q5oRo2


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※ 作者: futurerich 2025-02-04 05:54:36
※ 文章代碼(AID): #1deJiW86 (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1738619680.A.206.html