作者futurerich (SpadesAce)
看板Stock
标题[标的] PLTR.US Palantir Q1财报
时间Tue May 9 06:53:57 2023
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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※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 36.226.211.86 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1683586443.A.7A8.html
※ 编辑: futurerich (36.226.211.86 台湾), 05/09/2023 06:57:59
1F:→ jr00725016 : 都快忘记有这只了 05/09 07:09
2F:推 guppys2005 : 有关键字ai应该要喷了 05/09 07:13
3F:推 rockmaxdash : 持续持有到大喷发的那天 05/09 07:21
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6F:推 allmighty : 不知道这公司之前买的金块还有没有剩 现在金价都喷 05/09 07:46
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35F:推 dagehoya5566: 干套在30 05/09 21:38
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37F:推 CZOM : 干套在16 06/12 23:29