What's Going on With Palantir Stock? | PLTR Stock Analysis

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팔란티어 4분기 실적이 가속 성장을 보였다고 평가. 매출 전분기 대비 14%, 전년비 36%, 연간 29% 성장. 미국 상업 매출 전년비 64% 증가, 계약가치 18억 달러(전년비 56%)로 매출 성장률을 상회해 향후 매출 성장 지속 가능성 제시. AIP 등 기업 특화 LLM 수요와 기업 고객 확대 기회를 긍정 평가. 영상 말미는 저서 홍보.

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01. palen here delivered another quarter of excellent results as the business accelerated in the fourth and final quarter of 2024 in this video I'll review the company's latest results and provide an overview of what's going on with paler stock why is the stock price soaring after the company reported quarterly earnings results so let's dive /p parev for the 10 best stocks to buy now so paler said that their momentum accelerated through the end of the year and their revenue grew 14% from the previous quarter and 36% year-over-year 29% for the full year so in the fourth quarter the business grew faster than the business had grown in the first three quarters and in the third quarter it grew faster than the second quarter so the business is accelerating and something I talk about a lot in my videos is that second derivative that rate of increase is increasing for paler and paler stock investors and that's been great news for the business especially because they've been able to keep costs under control so these increases in Revenue are flowing to the bottom line paler success management says is due to a decades long investment in developing the onology ology which allows organizations to seamlessly weave large language models into their Enterprise unlocking their Highest Potential leverage and this is where businesses are gaining a lot of value with artificial intelligence is in using their own proprietary data combined with artificial intelligence to drive value the general large language models are helpful in themselves right you and me are probably using them almost daily to solve certain issues that we have throughout the day the large language models help with that but if you're fortunate enough to have enough of a or a large enough business where you can employ a specific large language model based on your own proprietary data within your business the large language model could be way more powerful I could think of so many use cases in my own daily activities where I could benefit if I could plug in all of my own proprietary data my research into companies my calculations Etc that could improve all aspects of the work I do every day but my business isn't large enough to be able to afford this kind of specific large language model if you know way that I can I'm open to suggestions by all means let me know in the comments section or send me an email I'm always looking for ways to improve the value I'm adding to my viewers and so this is where businesses like for example of Walmart find huge benefits from artificial intelligence Walmart's business is so large over 600 billion in trailing 12- month Revenue that if they can unlock even a half a percentage point of improvement in the way they manage their inventory or the way they ship their products or the way they forecast customer demand each of those little half a percentage points will add to billions of dollars of profit or revenue for the company so these improvements are absolutely unlocking tremendous value for companies like Walmart and is doing an excellent job of delivering that value to businesses so last quarter alone paler closed $ 1.8 billion worth of contract value across the business representing a 56% increase year-over-year and this is important because this number increased faster than the company's overall Revenue number in the latest quarter and I often say when a company is signing contracts and adding contract value at a rate that's faster than the revenue growth rate that signals that Revenue growth is um longer lasting more sustainable and that it could be trending higher instead of trending lower if this number was let's say 12% then that would mean that the company's future quarters the revenue growth rate is likely to slow down not accelerate this is the opposite this is that the revenue growth is going to accelerate more likely than decelerate more likely so that's you know great news for paler and part of the reason why the stock price was up by so much is because of those incredible numbers another great number was us commercial Revenue growth of 64% year-over-year and 20% from the previous quarter and I've been talking for a couple of years now with paler stock for the last two years at least about how the Enterprise segment is where the biggest opportunity lies with paler we've all known for decades that paler has great business with US Government institutions they've demonstrated their value to US Government institutions and since the US government is not very budget conscious they don't care about the price as much right they can afford to pay for paler expensive top tier service whereas businesses small small businesses like mine and yours we can't really afford paler services and if paler can find a way to make its service more accessible to more businesses then it's going to unlock a lot wider opportunity set the product quality is Best in Class no question about it it's a matter of delivering that value at at a lower cost so that it can be afforded by more businesses and there are a lot of businesses in the world many more businesses than there are governments and so that has been partly what paler has been very successful at in the last two years is unlocking that Enterprise opportunity and you saw that continue in the latest quarter with commercial Revenue Rising 64% and the management team saying that there's significant expansion opportunities with existing customers and I agree with that wholeheartedly when you demonstrate to a business in one category the success they can achieve by hiring your services that business is going to be interested in hiring your services in other parts of their business and that's what paler is so optimistic about is because they see the results that they're delivering to businesses and so they're confident in that more businesses are going to want their services because they know the value that they're adding they know that they're adding Great Value to these businesses well above the price that the business is paying paler so the return on invested capital or the return on investment is large enough where palente here can feel confident that more businesses are going to want their service because they know the value they're adding compared to the price that they're charging for the service and I agree based on the evidence I've seen from palente products and servic