[標的] PLTR.US Palantir 2024Q4財報

作者futurerich (SpadesAce)

標題[標的] PLTR.US Palantir 2024Q4財報

時間Tue Feb 4 05:54:36 2025

標的：PLTR.US 分類：討論分析/正文： Q4營收 YOY 36%, 客戶數量YOY 43%, 2024全年營收YOY 29% Net Income與Operating Income有扣除一次性SAR費用目前盤後最高碰觸99的價格,恭喜堅持還在車上的朋友們 Q4 2024 Highlights U.S. revenue grew 52% year-over-year and 12% quarter-over-quarter to $558 million U.S. commercial revenue grew 64% year-over-year and 20% quarter-over-quarter to $214 million U.S. government revenue grew 45% year-over-year and 7% quarter-over-quarter to $343 million Revenue grew 36% year-over-year and 14% quarter-over-quarter to $828 million Closed 129 deals of at least $1 million, 58 deals of at least $5 million, and 32 deals of at least $10 million Closed a record-setting $803 million of U.S. commercial total contract value ( “TCV”), up 134% year-over-year and 170% quarter-over-quarter U.S. commercial remaining deal value (“RDV”) of $1.79 billion, up 99% year-over-year and 47% quarter-over-quarter Customer count grew 43% year-over-year and 13% quarter-over-quarter Cash from operations of $460 million, representing a 56% margin Adjusted free cash flow of $517 million, representing a 63% margin GAAP net income of $79 million, representing a 10% margin $165 million of net income when excluding one-time SAR-related expenses, representing a 20% margin GAAP income from operations of $11 million, representing a 1% margin $142 million of income from operations when excluding one-time SAR-related expenses, representing a 17% margin Adjusted income from operations of $373 million, representing a 45% margin Rule of 40 score of 81% GAAP earnings per share (“EPS”) of $0.03 $0.07 EPS when excluding one-time SAR-related expenses Adjusted EPS of $0.14 Cash, cash equivalents, and short-term U.S. Treasury securities of $5.2 billion FY 2024 Highlights U.S. revenue grew 38% year-over-year to $1.90 billion U.S. commercial revenue grew 54% year-over-year to $702 million U.S. government revenue grew 30% year-over-year to $1.20 billion Revenue grew 29% year-over-year to $2.87 billion Cash from operations of $1.15 billion, representing a 40% margin Adjusted free cash flow of $1.25 billion, representing a 44% margin GAAP net income of $462 million, representing a 16% margin GAAP income from operations of $310 million, representing an 11% margin $442 million of income from operations when excluding one-time SAR-related expenses, representing a 15% margin Adjusted income from operations of $1.13 billion, representing a 39% margin 資料來源：Palantir官網 https://reurl.cc/Q5oRo2 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.226.222.129 (臺灣) ※ 文章網址: https://webptt.cc/bbs/Stock/M.1738619680.A.206.html

推文 (118)

推 BlairWang 爽啊!!! 一開盤我還趁亂用79加倉了20股哈哈哈 02/04 05:58

→ BlairWang 前陣子那波跌勢也用68加了20股哈 02/04 05:59

推 ching0508 成本$19 好爽喔 02/04 06:02

推 sam20135 盤後101了，爽 02/04 06:05

→ soome 台股有相關概念股嗎 02/04 06:06

推 josephpu 漲在我不敢追嗚嗚嗚 02/04 06:07

推 Parsons25 軟體股噴噴 02/04 06:10

推 Monkey9781 靠北原本800股 70.80賣了一堆現在剩90股而已 02/04 06:11

→ Monkey9781 https://i.imgur.com/kDHQPId.png 02/04 06:11

推 james80351 上禮拜一進場PLTU 81%了好爽XD 02/04 06:15

推 catlolikon 大爆噴 02/04 06:15

推 hduek153 盤後噴射 02/04 06:24

推 ejnfu 還好之前買了一些 02/04 06:26

推 z23061542 果然ai最先應用還是軍用 02/04 06:37

推 AdamHuangNew 120了 02/04 06:37

→ AdamHuangNew 打錯+20% 02/04 06:38

推 comboday 今年靠這支了 02/04 06:47

推 dontpushme 一股不賣奇蹟自來 02/04 06:50

→ dontpushme 我成本10 超爽 02/04 06:51

推 cmuse 哭啊 70多賣一推+1 02/04 06:52

推 vigor3 To the moon! 02/04 06:55

推 Haerin520 兩個禮拜前賣了1700股PTIR在120…. 02/04 06:57

推 George728 爽 02/04 06:58

→ Haerin520 只剩一股PLTR 哭死 02/04 06:58

推 meowgy pltu買起來 02/04 06:59

推 narf 竟然破百了！就知道一定會破但沒想到這麼快 02/04 07:03

推 tom501062003 幹83賣飛吐了 02/04 07:05

→ alanjiang 喔只剩下長看300惹，笑死 02/04 07:07

推 hutten 爽歪歪 02/04 07:12

推 jimjim951357 井噴 02/04 07:13

→ genius721105 盤後103出清 02/04 07:15

→ jeffguoft Cathie Wood一直賣一直噴，笑死了 02/04 07:17

→ alanjiang 木頭姊果然沒唬爛，2025上看100 02/04 07:18

→ alanjiang 謝謝她一直賣 02/04 07:18

推 pponywong 誇張 02/04 07:23

推 h10003201 舒服了我的PTIR 該出清了 02/04 07:33

→ h10003201 差點沒抱住看他這兩個禮拜這麼抗跌 02/04 07:33

推 Liberl 酸Miula的人都不知道躲到哪裡去了笑死 02/04 07:51

→ Liberl 我這幾天來整理一下過去三年在酸Miula的ID 然後po 02/04 07:52

→ Liberl 出來給大家笑一下讓大家知道哪些ID可以黑名單 02/04 07:52

→ alanjiang 樓上怨念有這麼重嗎好奇問一下尼PLTR買很多嗎 02/04 07:55

推 rebel 靠北成本8塊 70.80已經捏不住先出1/3 02/04 07:55

推 Liandh 哭哭，84清空，80只買回一成 02/04 07:58

推 rebel 就M大鐵粉明明M大也會出錯只是對的比錯的多鐵粉 02/04 07:59

→ rebel 不知道堅持啥昨天才說他對iphone16的出貨評估錯了 02/04 07:59

推 MVPkobe 蘇湖 02/04 08:00

推 meowgy https://i.imgur.com/Djf7Xrz.jpeg wood的pltr 持 02/04 08:03

→ meowgy 股還是相對高持有吧 02/04 08:03

推 v21638245 還是太膽小了，難道這年頭PE完全不準了嗎，AMD接起 02/04 08:11

→ v21638245 來（X 02/04 08:11

推 gooddogleg 成本21...爽啦，可惜80的時候出了20% 02/04 08:18

推 JFNfrog 會到1000嗎 02/04 08:19

→ alanjiang 不會會先到300然後聽看看Karp怎麼畫餅 02/04 08:20

推 stygian2357 當初轉一些輝達到plantir 還有點怕怕的好險當時有 02/04 08:20

→ stygian2357 轉 02/04 08:20

→ alanjiang 餅畫的不好就會發生上次從45跌到7塊這種悲劇www 02/04 08:21

→ dante60229 這麼多低成本股神喔@@ 02/04 08:21

推 zhi5566 這支和RDDT都很會噴上去就回不來的 02/04 08:21

→ zhi5566 散戶還套在NVDA吧 02/04 08:23

→ alanjiang 低成本要問一下買幾股啊買一點點就可以說自己成本 02/04 08:23

→ alanjiang 很低 02/04 08:23

推 bigair888 PLTR台灣有企業購買來使用嗎？我知道歐洲跟日本有 02/04 08:23

→ bigair888 分點，不過不確定有沒有台企有使用這隻軟體 02/04 08:23

→ lyhorcish 起床後發現之前掛的單賣到98價位，剩下的成本9元 02/04 08:24

→ alanjiang 韓國有 02/04 08:25

推 TWeng 我竟然有倉位，放到忘記XD 02/04 08:31

推 rebel 對阿我成本很低可我就只有22年股災撿的那批如果 02/04 08:33

→ rebel 我23年有持續加碼就算拉高成本也會賺更多低成本 02/04 08:33

→ rebel 真的自爽而已看看就好 02/04 08:33

推 TellthEtRee 00965好像沒有這支成分 02/04 08:33

推 amatpapapa 台灣根本不知道這是甚麼 02/04 08:36

→ rexwis 新春第一炮 02/04 08:37

推 Thompson13 好屌.... 02/04 08:37

推 Dxperado 尼克昨天報明牌太神 02/04 08:51

推 deathoflove 80減倉也沒什麼不對後面風險跟報酬不成比例 02/04 08:54

→ w901741 https://i.imgur.com/5yr7oPD.jpeg 02/04 08:54

→ w901741 期待今晚開盤～ 02/04 08:55

推 shotloves 82賣光光了後續有回調再買回囉錢都套在NVDA 02/04 08:55

→ minilemon 我3X賣掉咧.... 02/04 09:00

推 longkiss0618 想你了ABC 02/04 09:15

推 XiaoLi 啥鬼看起來就正常成長，怎那麼噴 02/04 09:15

→ a9564208 可以寫道歉聲明了 02/04 09:17

推 fedona ai 挖到金礦 02/04 09:18

推 BLOODLOVE 成本7塊但只有幾十股QQ 02/04 09:20

推 ImHoluCan 對AI是好事 02/04 09:26

→ ImHoluCan 因為最近對岸絕起 02/04 09:26

推 weithere 80賣飛了…. 02/04 09:28

推 sam20135 之前回檔到65差點被洗掉，還好一股不賣，奇蹟自來 02/04 09:29

推 Jeff1989 噴噴 02/04 09:42

→ alanjiang 正常成長(X)加速成長（O) 02/04 09:49

推 watertip 目標市值一兆美金XD 02/04 10:57

推 y800122155 早晚超車輝達啦那個什麼糙灰搭可以蛋雕了 02/04 11:15

推 guppys2005 99?!成本 $6.9 可惜當初買的不過多 02/04 11:30

推 cpscivic 早上起床一看還以為看錯 02/04 11:54

推 schumi7401 賣飛了幹 02/04 12:01

推 BoatLord 唉這才叫長線投資 02/04 12:10

→ alanjiang 也沒多長，從2021尾巴抱到現在也才三年多 02/04 12:20

推 kk126203 我也以為看錯xd 幸福來的太突然 02/04 12:45

推 moike22 破百太神啦 02/04 13:09

→ lalacos123 還是有北七在喊AI假的XD 02/04 14:09

推 allenchang0 笑死成本23 02/04 14:11

推 SYUAN0301 當年很紅啊版上一堆人買只是抱住的人有限 02/04 14:37

→ alanjiang 抱住(X)套住(O) 02/04 15:07

推 b4paper 成本15 2000股哈哈，當初40沒走60沒走，沒想到這 02/04 15:21

→ b4paper 麼快100 02/04 15:21

推 Ricko 恭喜樓上賺爛了! 02/04 15:38

推 BruceChen227 有夠猛當初戲稱網紅股 02/04 16:09

→ w901741 https://i.imgur.com/XVWcjwU.jpeg 02/04 16:36

→ w901741 先來賣一點 02/04 16:36

→ alanjiang 願稱尼為最強的迷因股w 02/04 18:52

推 btassion 成本27，3200股太蘇胡～^_^ 02/04 19:35

推 Liberl 我只知道酸Miula的ID都躲起來不說話了笑死 02/04 20:08

→ alanjiang 尼不是要整理一張表嗎，整理好了嗎 02/04 20:13

推 jiajian 開工大紅包，未免太幸福XD 02/04 22:45

推 Ashand 還真的破百了幾年前酸M觀點的要道歉了嗎 02/04 22:46

噓 nuplus 依然低調 02/04 23:17

推 Liberl 繼續酸啊笑死 02/05 20:14

→ alanjiang 說好的M酸整理表呢 02/05 23:09