作者futurerich (SpadesAce)
看板Stock
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)
※ 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
推 peter6666712: PogO 02/14 07:06
噓 DrGun : 别看你今天空der欢 洨心R～盘后尬空单！这都得应验d 02/14 07:19
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→ DrGun : 之心！！ 02/14 07:19
→ ruln : 股價都這麼低了 ，一低還要比一低低？ 02/14 07:20
→ piece1 : 妖股 02/14 07:26
推 allmighty : 股權稀釋而且很多人還在山頂上現在才在登山口 股 02/14 07:30
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推 poisonB : 噴爆 02/14 07:42
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推 mdkn35 : 無所謂了T_T 02/14 07:50
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推 littenVenus : XDDD 02/14 07:55
噓 Pipline : 等到100在來說… 02/14 07:59
推 howow : 從1到0 02/14 08:04
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推 Ren8648 : 還等到100勒 要不要看看你在說什麼☺ 02/14 08:36
推 egg87346 : 這才看得出這家股價原本炒得多荒謬 02/14 09:07
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推 bear3 : 20 叫我... 套在 20 02/14 09:28
推 bigair888 : 可惜股價沒到1塊錢 02/14 09:41
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推 jack91315 : 救救UPST… 02/14 10:40
推 aim : 爛股要醒了嗎? 02/14 10:50
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噓 qqq5890003 : 20趴而已 還是辣雞 02/14 11:10
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推 k85564 : 30再來… 02/14 11:39
→ nanoy : 說好五年衝200塊 才一年 成本27.85繼續抱QQ 02/14 12:03
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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 02/14 14:56
→ u9912114 : 成本六塊多爽抱 02/14 15:08
