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
peter6666712: PogO1F 02/14 07:06
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
piece1: 妖股6F 02/14 07:26
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
poisonB: 噴爆9F 02/14 07:42
awesome52: 明天換UPST 賭起來10F 02/14 07:43
guppys2005: 感覺下波就開始飆毛票啦11F 02/14 07:45
mdkn35: 無所謂了T_T12F 02/14 07:50
deepdish: 不懂問AI13F 02/14 07:55
littenVenus: XDDD14F 02/14 07:55
[圖]
Pipline: 等到100在來說…16F 02/14 07:59
howow: 從1到017F 02/14 08:04
intelb06385: 戰爭財 打完就沒拉18F 02/14 08:08
nowitzki0207: 7塊下隨便買19F 02/14 08:20
Ren8648: 還等到100勒 要不要看看你在說什麼☺20F 02/14 08:36
egg87346: 這才看得出這家股價原本炒得多荒謬21F 02/14 09:07
iamten: 解套靠這波 攤起乃!!!22F 02/14 09:08
bear3: 20 叫我... 套在 2023F 02/14 09:28
bigair888: 可惜股價沒到1塊錢24F 02/14 09:41
fg008kimo: 爽  剛好昨天有補到貨25F 02/14 10:30
jack91315: 救救UPST…26F 02/14 10:40
aim: 爛股要醒了嗎?27F 02/14 10:50
fg008kimo: UPST技術面爛到不行 看還要再睡多久QQ28F 02/14 10:57
qqq5890003: 20趴而已 還是辣雞29F 02/14 11:10
realbout: 30股不能再多了~30F 02/14 11:10
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
DerekLo: 股版愛將 當初每個禮拜一定有一篇33F 02/14 12:32
BigBird110: 套慘了34F 02/14 13:08
eztable: 也順便救一下upst35F 02/14 13:11
howow: 漲了又要有網紅出來裝懂了36F 02/14 13:43
j65p4m3: 99upst37F 02/14 14:05
davidr: 說好的很有未來呢  怎麼股價都一折了38F 02/14 14:17
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
u9912114: 成本六塊多爽抱40F 02/14 15:08

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(futurerich.): [標的] PLTR.US 財報 - Stock板