标的：PLTR.US
分类：讨论
分析/正文：
Q4营收 YOY 36%, 客户数量YOY 43%, 2024全年营收YOY 29%
Net Income与Operating Income有扣除一次性SAR费用
目前盘后最高碰触99的价格,恭喜坚持还在车上的朋友们
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
资料来源：Palantir官网 https://reurl.cc/Q5oRo2