1. 标的： PLTR.US Palantir
2. 分类：讨论
3. 分析/正文：
Pltr Q1 净利约1700万，其中来自营业利益的411.5万，其余来自利息收入2085.3万(还有
其他费用要扣）
也再次实现GAAP会计准则的获利，GPPA EPS $0.01
帐上约有29亿美元的约当现金，FCF约1.89亿
营收YOY 18%，展望Q2及2023全年仍持续获利
该公司最新结合大型语言模型及生成式AI的AIP人工智能平台对公司带来的贡献是可以期
待
2023 Q1财报
GAAP net income of $17 million
This marks our second consecutive quarter of positive GAAP net income
GAAP income from operations of $4 million, representing a margin of 1%, up
1,000 basis points year-over-year
This marks our first quarter of positive GAAP operating income
GAAP earnings per share (“EPS”) of $0.01
Adjusted EPS of $0.05
Total revenue grew 18% year-over-year to $525 million
US revenue grew 23% year-over-year to $337 million
Commercial revenue grew 15% year-over-year to $236 million
US commercial revenue grew 26% year-over-year to $107 million
Government revenue grew 20% year-over-year to $289 million
US government revenue grew 22% year-over-year to $230 million
Customer count grew 41% year-over-year and 7% quarter-over-quarter
US commercial customer count increased 50% year-over-year, from 103 customers
in Q1 2022 to 155 customers in Q1 2023
Adjusted income from operations of $125 million, representing a margin of 24%
Cash from operations of $187 million, representing a 36% margin
Adjusted free cash flow of $189 million, representing a 36% margin
Cash, cash equivalents, and short-term U.S. treasury securities of $2.9
billion