标的：PLTR.US 分类：讨论 分析/正文： U.S. revenue grew 44% year-over-year and 14% quarter-over-quarter to $499 million U.S. commercial revenue grew 54% year-over-year and 13% quarter-over-quarter to $179 million U.S. government revenue grew 40% year-over-year and 15% quarter-over-quarter to $320 million Revenue grew 30% year-over-year and 7% quarter-over-quarter to $726 million Closed 104 deals over $1 million Customer count grew 39% year-over-year and 6% quarter-over-quarter GAAP net income of $144 million, representing a 20% margin GAAP income from operations of $113 million, representing a 16% margin Adjusted income from operations of $276 million, representing a 38% margin Rule of 40 score of 68% GAAP earnings per share (“EPS”) grew 100% year-over-year to $0.06 Adjusted EPS grew 43% year-over-year to $0.10 Cash, cash equivalents, and short-term U.S. Treasury securities of $4.6 billion Cash from operations of $420 million, representing a 58% margin and $995 million on a trailing twelve month basis Adjusted free cash flow of $435 million, representing a 60% margin and over $1 billion on a trailing twelve month basis For Q4 2024, we expect: Revenue of between $767 - $771 million. Adjusted income from operations of between $298 - $302 million. For full year 2024: We are raising our revenue guidance to between $2.805 - $2.809 billion. We are raising our U.S. commercial revenue guidance to in excess of $687 million, representing a growth rate of at least 50%. We are raising our adjusted income from operations guidance to between $1.054 - $1.058 billion. We are raising our adjusted free cash flow guidance to in excess of $1 billion. And we continue to expect GAAP operating income and net income in each quarter of this year. 进退场机制： 营收YoY 30%，美国商业跟政府分别成长54%、40%，并上调全年展望 盘後目前上涨13% --

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