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$PLTR | Palantir Q1'24 Earnings Highlights: 🔹 Revenue: $634M (Est. $615.8M) 🟢; UP +21% YoY 🔹 Adj EPS: $0.08 (Est. $0.08) 🟡 🔹 Adj Operating Profit: $226.5M (Est. $198.2M) 🟢; UP +81% YoY Raised FY'24 Outlook: 🔹 Revenue: $2.68B-$2.69B (Previous $2.65B-$2.67B, Est. $2.68B) 🟢 🔹 Adj Operating Profit: $868M-$880M (Previous $834M-$850M, Est. $846.6M) 🟢 🔹 Adjusted Free Cash Flow: Maintains $800M-$1B Q2 Guidance: 🔹 Revenue: $649M-$653M (Est. $641.2M) 🟢 🔹 Adj Operating Profit: $209M-$213M (Est. $198.6M) 🟢 Q1 Segment Performance: 🔸 US Commercial Revenue: $150M; UP +40% YoY 🔸 Commercial Revenue: $299M; UP +27% YoY 🔸 Government Revenue: $335M; UP +16% YoY 🔸 US Government Revenue: $257M; UP +12% YoY Key Metrics and Other Information: 🔹 Adjusted EBITDA: $234.9M; Margin 37% 🔹 Cash from Operations: $129.6M; Margin 20% 🔹 Adjusted Free Cash Flow: $148.6M; Margin 23% 🔹 Customer Count: Grew 42% YoY 🔹 Operating Profit: $80.9M vs. $4.12M YoY 🟢 Strategic and Operational Highlights: 🔸 Conducted 660 boot camps, closed 87 deals worth $1M+ each. 🔸 US Commercial customer count in the segment increased by 69% YoY. 🔸 Raised US commercial revenue forecast to above $661M. CEO and Executive Commentary: 🔸 "AIP is driving a huge part of both our new customers and growth within existing customers and its having a huge impact on our business," - Chief Revenue Officer Ryan Taylor. 🔸 Continued focus on reducing reliance on government spending, with robust growth in the commercial sector.
Palantir shares…
2024/05/08 06:31
Palantir shares sank 11% early Tuesday on weaker-than-expected full-year revenue guidance. However, artificial intelligence was strong. Quarterly revenue growth accelerated. The company's customer count was up. Providing boot camps to let potential customers try their platforms. Incongruous to the stock reaction, several Wall Street shops boosted their price targets.