看板 Stock作者 futurerich (SpadesAce)標題 [標的] PLTR.US 財報時間 Tue Feb 14 06:58:26 2023
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%
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.226.188.60 (臺灣)
※ 作者: futurerich 2023-02-14 06:58:26
※ 文章代碼(AID): #1Zwi2PrX (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1676329113.A.D61.html
※ 編輯: futurerich (36.226.188.60 臺灣), 02/14/2023 06:59:46
※ 編輯: futurerich (36.226.188.60 臺灣), 02/14/2023 07:02:06
噓 DrGun: 别看你今天空der欢 洨心R~盘后尬空单!这都得应验der!不要干这种4情!头上三尺有多军,一定要有敬畏之心!!2F 02/14 07:19
→ ruln: 股價都這麼低了 ,一低還要比一低低?5F 02/14 07:20
推 allmighty: 股權稀釋而且很多人還在山頂上現在才在登山口 股
價大概也就這樣了7F 02/14 07:30
推 mdkn35: 無所謂了T_T12F 02/14 07:50
噓 Pipline: 等到100在來說…16F 02/14 07:59
推 howow: 從1到017F 02/14 08:04
推 Ren8648: 還等到100勒 要不要看看你在說什麼☺20F 02/14 08:36
推 egg87346: 這才看得出這家股價原本炒得多荒謬21F 02/14 09:07
推 iamten: 解套靠這波 攤起乃!!!22F 02/14 09:08
推 bear3: 20 叫我... 套在 2023F 02/14 09:28
推 aim: 爛股要醒了嗎?27F 02/14 10:50
推 fg008kimo: UPST技術面爛到不行 看還要再睡多久QQ28F 02/14 10:57
推 k85564: 30再來…31F 02/14 11:39
→ nanoy: 說好五年衝200塊 才一年 成本27.85繼續抱QQ32F 02/14 12:03
推 DerekLo: 股版愛將 當初每個禮拜一定有一篇33F 02/14 12:32
推 eztable: 也順便救一下upst35F 02/14 13:11
推 howow: 漲了又要有網紅出來裝懂了36F 02/14 13:43
推 davidr: 說好的很有未來呢 怎麼股價都一折了38F 02/14 14:17
推 amorose77: 這種主要靠政府單的很多都是一次性獲利 要再多觀察39F 02/14 14:56
--