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NET 2024Q1 ER 【2024Q1予想】 〇 EPS 0.16(予想 0.13) 〇 Rev 378.6 (予想 373.09M) 【2024Q2ガイダンス】 〇 Rev 393.5 to $394.5 (予想 393.47M) 【2024年通年】 〇~△ RevR1648 ~ 1652 (予想 1.65B) すんごいミスっているわけではないがギリギリ。 Cloudflare (NET) on Thursday reported first quarter earnings and revenue that topped Wall Street targets while guidance only met expectations. Cloudflare stock fell on the outlook.と記事が言っているがmetでもダメなのか、、、一応AI関連銘柄っていう側面もあるんだろうけど、SMCIといい評価は厳しいねー。
$PLTR | Palanti…
2024/05/07 05:31
$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.