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作者 futurerich (SpadesAce)
標題 [標的] PLTR.US Palantir 2024Q4財報
時間 Tue Feb  4 05:54:36 2025


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
推 BlairWang: 爽啊!!! 一開盤我還趁亂用79加倉了20股 哈哈哈
前陣子那波跌勢也用68加了20股 哈1F 02/04 05:58
推 ching0508: 成本$19 好爽喔3F 02/04 06:02
推 sam20135: 盤後101了，爽4F 02/04 06:05
→ soome: 台股有相關概念股嗎5F 02/04 06:06
推 josephpu: 漲在我不敢追 嗚嗚嗚6F 02/04 06:07
推 Parsons25: 軟體股噴噴7F 02/04 06:10
推 Monkey9781: 靠北原本800股 70.80賣了一堆 現在剩90股而已
https://i.imgur.com/kDHQPId.png8F 02/04 06:11
[圖]
推 james80351: 上禮拜一進場PLTU 81%了 好爽XD10F 02/04 06:15
推 catlolikon: 大爆噴11F 02/04 06:15
推 hduek153: 盤後噴射12F 02/04 06:24
推 ejnfu: 還好之前買了一些13F 02/04 06:26
推 z23061542: 果然ai最先應用還是軍用14F 02/04 06:37
推 AdamHuangNew: 120了
打錯+20%15F 02/04 06:37
推 comboday: 今年靠這支了17F 02/04 06:47
推 dontpushme: 一股不賣 奇蹟自來
我成本10 超爽18F 02/04 06:50
推 cmuse: 哭啊 70多賣一推+120F 02/04 06:52
推 vigor3: To the moon!21F 02/04 06:55
推 Haerin520: 兩個禮拜前賣了1700股PTIR在120….22F 02/04 06:57
推 George728: 爽23F 02/04 06:58
→ Haerin520: 只剩一股PLTR 哭死24F 02/04 06:58
推 meowgy: pltu買起來25F 02/04 06:59
推 narf: 竟然破百了！就知道一定會破但沒想到這麼快26F 02/04 07:03
推 tom501062003: 幹83賣飛 吐了27F 02/04 07:05
→ alanjiang: 喔 只剩下長看300惹，笑死28F 02/04 07:07
推 hutten: 爽歪歪29F 02/04 07:12
推 jimjim951357: 井噴30F 02/04 07:13
→ genius721105: 盤後103出清31F 02/04 07:15
→ jeffguoft: Cathie Wood一直賣一直噴，笑死了32F 02/04 07:17
→ alanjiang: 木頭姊果然沒唬爛，2025上看100
謝謝她一直賣33F 02/04 07:18
推 pponywong: 誇張35F 02/04 07:23
推 h10003201: 舒服了 我的PTIR 該出清了
差點沒抱住 看他這兩個禮拜這麼抗跌36F 02/04 07:33
推 Liberl: 酸Miula的人都不知道躲到哪裡去了 笑死
我這幾天來整理一下過去三年在酸Miula的ID 然後po出來給大家笑一下 讓大家知道哪些ID可以黑名單38F 02/04 07:51
→ alanjiang: 樓上怨念有這麼重嗎 好奇問一下尼PLTR買很多嗎41F 02/04 07:55
推 rebel: 靠北 成本8塊 70.80已經捏不住先出1/342F 02/04 07:55
推 Liandh: 哭哭，84清空，80只買回一成43F 02/04 07:58
推 rebel: 就M大鐵粉 明明M大也會出錯 只是對的比錯的多 鐵粉不知道堅持啥 昨天才說他對iphone16的出貨評估錯了44F 02/04 07:59
推 MVPkobe: 蘇湖46F 02/04 08:00
推 meowgy: https://i.imgur.com/Djf7Xrz.jpeg wood的pltr 持股還是相對高持有吧47F 02/04 08:03
[圖]
推 v21638245: 還是太膽小了，難道這年頭PE完全不準了嗎，AMD接起來（X49F 02/04 08:11
推 gooddogleg: 成本21...爽啦，可惜80的時候出了20%51F 02/04 08:18
推 JFNfrog: 會到1000嗎52F 02/04 08:19
→ alanjiang: 不會 會先到300然後聽看看Karp怎麼畫餅53F 02/04 08:20
推 stygian2357: 當初轉一些輝達到plantir 還有點怕怕的 好險當時有轉54F 02/04 08:20
→ alanjiang: 餅畫的不好就會發生上次從45跌到7塊這種悲劇www56F 02/04 08:21
→ dante60229: 這麼多低成本股神喔@@57F 02/04 08:21
推 zhi5566: 這支和RDDT都很會噴 上去就回不來的
散戶還套在NVDA吧58F 02/04 08:21
→ alanjiang: 低成本要問一下買幾股啊 買一點點就可以說自己成本很低60F 02/04 08:23
推 bigair888: PLTR台灣有企業購買來使用嗎？我知道歐洲跟日本有分點，不過不確定有沒有台企有使用這隻軟體62F 02/04 08:23
→ lyhorcish: 起床後發現之前掛的單賣到98價位，剩下的成本9元64F 02/04 08:24
→ alanjiang: 韓國有65F 02/04 08:25
推 TWeng: 我竟然有倉位，放到忘記XD66F 02/04 08:31
推 rebel: 對阿 我成本很低 可我就只有22年股災撿的那批 如果我23年有持續加碼 就算拉高成本也會賺更多 低成本真的自爽而已 看看就好67F 02/04 08:33
推 TellthEtRee: 00965好像沒有這支成分70F 02/04 08:33
推 amatpapapa: 台灣根本不知道這是甚麼71F 02/04 08:36
→ rexwis: 新春第一炮72F 02/04 08:37
推 Thompson13: 好屌....73F 02/04 08:37
推 Dxperado: 尼克昨天報明牌 太神74F 02/04 08:51
推 deathoflove: 80減倉也沒什麼不對 後面風險跟報酬不成比例75F 02/04 08:54
→ w901741: https://i.imgur.com/5yr7oPD.jpeg
期待今晚開盤～76F 02/04 08:54
[圖]
推 shotloves: 82賣光光了 後續有回調再買回囉 錢都套在NVDA78F 02/04 08:55
→ minilemon: 我3X賣掉咧....79F 02/04 09:00
推 longkiss0618: 想你了ABC80F 02/04 09:15
推 XiaoLi: 啥鬼 看起來就正常成長，怎那麼噴81F 02/04 09:15
→ a9564208: 可以寫道歉聲明了82F 02/04 09:17
→ fedona …
推 fedona: ai 挖到金礦83F 02/04 09:18
推 BLOODLOVE: 成本7塊 但只有幾十股QQ84F 02/04 09:20
推 ImHoluCan: 對AI是好事
因為最近對岸絕起85F 02/04 09:26
推 weithere: 80賣飛了….87F 02/04 09:28
推 sam20135: 之前回檔到65差點被洗掉，還好一股不賣，奇蹟自來88F 02/04 09:29
推 Jeff1989: 噴噴89F 02/04 09:42
→ alanjiang: 正常成長(X)加速成長（O)90F 02/04 09:49

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