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%