※ 本文轉寄自 ptt.cc, 文章原始頁面
[標的] PLTR.US Palantir Q1財報
1. 標的: PLTR.US Palantir
2. 分類:討論
3. 分析/正文:
Pltr Q1 淨利約1700萬,其中來自營業利益的411.5萬,其餘來自利息收入2085.3萬(還有
其他費用要扣)
也再次實現GAAP會計準則的獲利,GPPA EPS $0.01
帳上約有29億美元的約當現金,FCF約1.89億
營收YOY 18%,展望Q2及2023全年仍持續獲利
該公司最新結合大型語言模型及生成式AI的AIP人工智慧平台對公司帶來的貢獻是可以期
待
2023 Q1財報
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
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.226.211.86 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1683586443.A.7A8.html
37 則留言
futurerich 作者的近期文章
13Stock
[新聞] AI軟體公司Palantir業績展望無法滿足期原文標題:AI軟體公司Palantir業績展望無法滿足期待 盤後大跌11% 原文連結:https://udn.com/news/story/6811/7946916 發布時間:2024-05-07 08:55 記者署名:經濟日報/ 編譯劉忠
16Stock
[新聞] 矽谷高層喊加大限制大陸AI 紐時:逾百名原文標題:矽谷高層喊加大限制大陸AI 紐時:逾百名主管將於5月赴華府開會 原文連結:https://money.udn.com/money/story/5599/7863486 發布時間:2024/03/29 01:59:24 記者署名:經
20Stock
[新聞] 金融營業稅2025降至2% 有譜原文標題:金融營業稅2025降至2% 有譜 原文連結:https://reurl.cc/OGba5y 發布時間:2023/12/20 工商時報 記者署名:孫彬訓、戴瑞瑤/台北報導 原文內容: 金融業減稅有望。金管會主委黃天牧28日將召開會議
10Stock
[新聞] 月初財報公布後 Palantir股價一路攀升原文標題:月初財報公布後 Palantir股價一路攀升 創兩年最高收盤價 原文連結:https://news.cnyes.com/news/id/5386395 發布時間:2023/11/18 12:33 記者署名:鉅亨網編譯許家華 原文內
→
推
推
推
→
推
→
推
推
推
→
推
→
推
推
推
推
推
→
噓
推
推
→
推
→
推
推
推
推
→
→
→
→
推
推
推
推