Massive News for Palantir Stock Investors | PLTR Stock Analysis

요약 보기

팔란티어의 3분기 실적 발표 내용을 긍정적으로 해석. 상업 계약가치 3억 달러(전분기 대비 133% 성장), 총잔여계약가치 45억 달러(전년 대비 22% 성장), 미국 상업 고객 수 321개(77% 성장), 순달러유지율 118%로 상승. 반면 유럽 역풍과 중동 정부 매출 감소로 전분기 대비 7% 매출 하락 언급. 비용 증가는 6%로 통제되고 있다고 평가.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. all right so we got some huge news for paler stock investors as the company provided updates on their total contract value growth on the differences between the US consumer customer count and the results of the headwinds they facing in Europe and a bunch of other items that are critical for investors to evaluate for making a decision on paler stock one way or another some of you might have noticed palente significant stock price increases and are interested in buying paler stock others you might have been fortunate enough to have owned paler stock all year in 2024 and before and you're now trying to decide is it time to sell palente your stock well regardless of which side of the equation you're on this news is critical for your decision-making so let me share with you these critical the third quarter paler booked 300 million of us commercial value contract value representing 133% growth from the previous quarter and the total remaining deal value grew 73% year-over-year and remember the remaining deal value eventually turns into Revenue so the more contracts the company signs now the more Revenue will in increase in future quarters and future years now the US Sumer customer count or commercial customer count increased to 321 which reflected 77% growth year-over-year 77% growth and you can see the opportunity ahead they have only 321 Commercial customers only 321 businesses are customers of palente here and there are millions of millions of businesses worldwide so you can see the opportunity ahead for Palante here however it wasn't all good news in the company's latest quarter they reported a 7% sequential decline as a result of continued headwinds in Europe and a step down in revenue from a government entity in the Middle East paler is not achieving anywhere near the level of success outside of the United States as paler has been a vocal supporter of us interests worldwide so maybe that enthusiastic support of the US government has made other countries a little bit less enthusiastic about purchasing palente Services that's something that I've been keeping an eye out for with palente here for some time now still the opportunities with the US and its allies there are many Allied countries worldwide of the United States and just the sheer size of the number of businesses available is enough of an opportunity for paler even if certain countries remain off limits for paler given its stance given its political stance they also reported third quarter total commercial value booked was 1.1 billion which was up 33% year-over-year more impressively the net dollar retention rate came in at 118% which was an increase in 400 basis points from the last quarter now the net dollar retention rate measures how much an existing customer increases spending with paler in the second year of service or at least the second year of service so either going from the first to second year or from the third to fourth year as a customer with palente tier did they increase spending that they decrease spending a number of 100% would mean that the business spent the same amount this year as they did last year flat but what happened with palente here is 118% so customers this year spent 18% more than they did last year and that's a resounding signal that customers perceive paler Services as a great value otherwise they wouldn't increase spending and they wouldn't increase it by 18% now if you've been following my channel for the duration you'll know my six-step investing framework one of the steps in my six-step investing framework is the customer value proposition I place great importance on that because it determines the long-term success of a company how well your customers feel they are being served if your customers feel like they're getting a good value they're going to keep coming back and they're going to tell other businesses and when other businesses join they're going to see that great value and they're going to add to their spending year-over-year it's a phenomenal determinant of long-term success and that's why I place a great importance on this factor and paler demonstrates an excellent score in this factor in fact the score is improving it increased by 400 basis points just from the previous quarter going from 114 to 118% paler ended the third quarter with $4.5 billion in total remaining deal value which was an increase of 22% year-over-year and 4% from the previous quarter this will eventually turn into revenue and if you think about it they're forecasting for 2024 overall Revenue around $2 billion so they have a backlog of orders total remaining deal value of two years worth more than two years worth of Revenue right if we imagine that they're not going to grow next year which they are likely to grow so let's say two years worth of uh Revenue they have in Contra contract and that's good cuz you can feel comfortable that the company has Revenue that's coming in even if they don't sign very many new contracts the existing contracts serving those will generate significant revenue for the company and this is primarily just the commercial business this does not include its government business because the way they do the contracts for their government customers they don't include it in remaining deal value which makes it even more impressive because the company still generates uh a large part of its revenue from government institutions something else I've been looking out for paler in 2024 is expense growth to start the year they kind of talked about how they're going to increase hiring because demand for their service is so strong that they need more people to serve all those extra customers they're getting but they've still done a good job keeping costs under control in the third quarter adjusted expense was up up just 6% from the previous quarter and 14% year-over-year driven by continued investment in technical Talent so they're hiring more people to serve these new customers and they expect to continue increasing expenses through the fourth quarter as they invest in the product Pipeline and accelerate the journey from AI prototype to production now investors have become reassured that this spend spending will not go out of control that's something they were a little bit concerned about coming into 2024 but paler has shown investors that they're keeping costs under control they're not being silly with their spending they're not jumping over themselves to grow their expense to grow their number of people just because they're experiencing a reinvigoration of Revenue growth they're being patient they're being methodical and they're being prudent with expense growth all while they're invigorating Revenue growth so this has all been uh big news huge news and great news for paler stock