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人工智慧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 --

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