PTT職涯區 / Stock (股票)

[標的] PLTR.US Palantir 2024Q3財報

看板Stock (股票)作者 (SpadesAce)時間6小時前 (2024/11/05 05:49), 編輯推噓30(31推 1噓 32→)
留言64則, 33人參與, 2小時前最新討論串1/1
標的：PLTR.US 分類：討論 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. 進退場機制： 營收YoY 30%，美國商業跟政府分別成長54%、40%，並上調全年展望 盤後目前上漲13% -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.226.202.28 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1730756993.A.C26.html
推
11/05 05:56, 6小時前 , 1F
gogo
11/05 05:56, 1F
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11/05 06:00, 6小時前 , 2F
哇嗚，噴
11/05 06:00, 2F
推
11/05 06:03, 6小時前 , 3F
噴
11/05 06:03, 3F
推
11/05 06:12, 6小時前 , 4F
噴爆
11/05 06:12, 4F
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11/05 06:12, 6小時前 , 5F
這估值還能讓市場買單不簡單
11/05 06:12, 5F
推
11/05 06:40, 6小時前 , 6F
這隻太貴了，完全買不下手
11/05 06:40, 6F
推
11/05 06:40, 6小時前 , 7F
前幾天跑了…貴到太離譜了
11/05 06:40, 7F
推
11/05 06:46, 5小時前 , 8F
業績前高層敢這樣狂賣只回檔10%我就敢賭
11/05 06:46, 8F
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11/05 06:47, 5小時前 , 9F
木頭姐戰績+1
11/05 06:47, 9F
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11/05 06:48, 5小時前 , 10F
感謝女韭神放過趴懶提爾
11/05 06:48, 10F
推
11/05 06:56, 5小時前 , 11F
前幾天45賣一半了 這支太鬼了
11/05 06:56, 11F
推
11/05 06:59, 5小時前 , 12F
上看100
11/05 06:59, 12F
推
11/05 07:04, 5小時前 , 13F
呼呼 好爽 好爽啊
11/05 07:04, 13F
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11/05 07:04, 5小時前 , 14F
短50中100長300的前迷因股
11/05 07:04, 14F
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11/05 07:04, 5小時前 , 15F
選擇權要大爆賺了 舒服><
11/05 07:04, 15F
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11/05 07:06, 5小時前 , 16F
前迷因股也能變S&P500成分股 勵志
11/05 07:06, 16F
推
11/05 07:24, 5小時前 , 17F
好爽 抱緊緊
11/05 07:24, 17F
推
11/05 07:33, 5小時前 , 18F
這隻真的太超買了 不過我自己也是判斷錯誤 買在20
11/05 07:33, 18F
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11/05 07:33, 5小時前 , 19F
幾塊 有一陣子上不去就全賣了 懊悔不已
11/05 07:33, 19F
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11/05 07:36, 5小時前 , 20F
唉
11/05 07:36, 20F
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11/05 07:36, 5小時前 , 21F
馬的
11/05 07:36, 21F
推
11/05 07:38, 5小時前 , 22F
盤後創高了
11/05 07:38, 22F
推
11/05 07:39, 5小時前 , 23F
從八塊一路抱上來 成長沒停就抱緊就好 忙進忙出不
11/05 07:39, 23F
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11/05 07:39, 5小時前 , 24F
見得更好
11/05 07:39, 24F
推
11/05 07:46, 4小時前 , 25F
盤後漲12%了
11/05 07:46, 25F
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11/05 07:49, 4小時前 , 26F
遇到美國大選盤勢不好 不然剛剛15%
11/05 07:49, 26F
推
11/05 07:54, 4小時前 , 27F
本益比240太高了吧，今年EPS頂多0.4，他們自己預估
11/05 07:54, 27F
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11/05 07:54, 4小時前 , 28F
明年會增長36%，那EPS也才0.5左右
11/05 07:54, 28F
推
11/05 07:55, 4小時前 , 29F
抱好抱滿
11/05 07:55, 29F
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11/05 07:57, 4小時前 , 30F
是的太貴惹謹慎務實的投資人都不會買好嗎
11/05 07:57, 30F
推
11/05 07:57, 4小時前 , 31F
成本13續抱
11/05 07:57, 31F
推
11/05 08:06, 4小時前 , 32F
美超微2.0
11/05 08:06, 32F
噓
11/05 08:09, 4小時前 , 33F
99再叫我
11/05 08:09, 33F
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11/05 08:10, 4小時前 , 34F
蝦米2.0尼是不是瞧不起SMCI的漲幅 人家可是8塊到1
11/05 08:10, 34F
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11/05 08:10, 4小時前 , 35F
00塊
11/05 08:10, 35F
推
11/05 08:13, 4小時前 , 36F
噴 這就是下一個輝達嗎0.0
11/05 08:13, 36F
推
11/05 08:14, 4小時前 , 37F
明年成長36%是營收成長？那EPS只會成長更多阿 這不
11/05 08:14, 37F
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11/05 08:14, 4小時前 , 38F
就輕資產軟體公司優勢
11/05 08:14, 38F
推
11/05 08:17, 4小時前 , 39F
噴
11/05 08:17, 39F
推
11/05 08:19, 4小時前 , 40F
有500股舒服
11/05 08:19, 40F
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11/05 08:19, 4小時前 , 41F
四年前的特斯拉 一年前的輝達
11/05 08:19, 41F
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11/05 08:31, 4小時前 , 42F
31塊賣光光 上去不敢追 哭啊
11/05 08:31, 42F
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11/05 08:37, 4小時前 , 43F
99upst...
11/05 08:37, 43F
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11/05 08:38, 4小時前 , 44F
個人認為像20年前的微軟，軟體將會吃下大部份市佔
11/05 08:38, 44F
推
11/05 08:42, 4小時前 , 45F
我看他上季財報上現金真的有夠多，也沒啥負債，其
11/05 08:42, 45F
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11/05 08:42, 4小時前 , 46F
實金流跟體質很不錯，只是怕後續其他國以及本國客
11/05 08:42, 46F
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11/05 08:42, 4小時前 , 47F
戶買不買單，畢竟他的售價一個合約都是百萬美金起
11/05 08:42, 47F
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11/05 08:42, 4小時前 , 48F
跳
11/05 08:42, 48F
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11/05 08:43, 4小時前 , 49F
AIP這個產品就可以提高滲透率了
11/05 08:43, 49F
推
11/05 08:44, 4小時前 , 50F
看續約的客戶約到期後續約率也是滿高的，真的讓企業
11/05 08:44, 50F
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11/05 08:44, 4小時前 , 51F
省不少成本喔
11/05 08:44, 51F
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11/05 08:45, 3小時前 , 52F
它的軟體也可以取代傳統ERP系統的功能
11/05 08:45, 52F
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11/05 08:47, 3小時前 , 53F
可惜註定吃不到中國市場
11/05 08:47, 53F
推
11/05 08:48, 3小時前 , 54F
台灣未來也有可能進駐這款軟體吧
11/05 08:48, 54F
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11/05 08:50, 3小時前 , 55F
中國更改為民主法治政權之後就可以吃到惹嘻
11/05 08:50, 55F
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11/05 08:54, 3小時前 , 56F
目前在商工登記看到有設立臺灣分公司
11/05 08:54, 56F
推
11/05 08:57, 3小時前 , 57F
哇，台灣也有分公司，這間薪資跟待遇也不錯
11/05 08:57, 57F
推
11/05 09:12, 3小時前 , 58F
AI應用領頭羊 下一個10倍股是有可能的
11/05 09:12, 58F
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11/05 09:13, 3小時前 , 59F
被套太久 找到機會就出了
11/05 09:13, 59F
推
11/05 09:26, 3小時前 , 60F
這隻太雲霄飛車了
11/05 09:26, 60F
推
11/05 10:08, 2小時前 , 61F
AI is real. Buy and hold NVDA + PLTR + TSMC.
11/05 10:08, 61F
推
11/05 10:30, 2小時前 , 62F
這隻看本益比也很奇怪
11/05 10:30, 62F
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11/05 10:36, 2小時前 , 63F
沒錯這支要看本夢比 希望相隨
11/05 10:36, 63F
推
11/05 10:41, 2小時前 , 64F
回去看一兩年前 的PLTR文章好好玩QQ
11/05 10:41, 64F
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