저자: Chopin · 외국인
요약 보기
PLTR 3분기 실적은 매출 17% 증가(5.58억 달러), 고객 수 34% 증가, 영업이익 흑자 전환 등 호조. 이자수익 등 영업외 이익 없이도 순이익 흑자로 체질 개선 주장. S&P500 편입 가능성과 EPS 0.03 개선을 긍정 요인으로 제시. 주가가 실적 발표 후 25% 이상 올랐지만 성장 여력을 이유로 계속 보유 의견.
다듬은 글
Is PLTR's financial report this quarter good? It rose 20% as soon as the financial report came out. Should I sell it to take profits or continue to hold it? Hi, I'm Chopin. You can also call me Chopin. Have you bought PLTR stock? I'll tell you in today's video. How good is PLTR's financial report this quarter ?
Why did it soar 20% as soon as the financial report came out ? And should we sell now to take profits or continue to hold? Before officially entering today's topic, remember to follow most of this channel Like my loyal viewers, give me a like first. Although it is a small gesture, it is a great encouragement to me.
First of all, if you don’t know what PLTR is doing, I highly recommend you to go watch it first. Check out this video and then come back to watch this video after watching this episode. It will be more helpful to you. PLTR’s financial report for this quarter has a total of 5 highlights. The first highlight is that revenue increased by 17% year-on-year to US$558 million, exceeding Wall Street expectations .
The US$556 million exceeded the US$557 million originally expected by the company's management. So why did PLTR's revenue grow so much this quarter? In fact, the main reason is that the number of its customers is increasing. The number of PLTR's customers is higher than the same period last year. It has grown by 34% to 453 customers , of which the number of commercial customers has grown by 45%.
For those who have been paying attention to PLTR for a long time, or if you have watched my video, you should also know that Palantir’s customers can be roughly divided into two. One part is a government unit and the other is a general enterprise, that is, a commercial customer. For the government, PLTR mostly provides some military assistance.
For example, in the current Ukraine-Russia war, Palantir provides digital assistance on Ukraine's strategy. As for business, It is probably to use big data to help general enterprises improve operational efficiency. This quarter, PLTR's government revenue increased by 12% and commercial revenue increased by 23%.
Among them, the US government revenue increased by 10%. US commercial revenue increased by 10%. 33% In addition to improved revenue, PLTR has also controlled expenses very well. This is also the second highlight of PLTR's financial report for this quarter. You can see that its marketing, sales and administrative expenses are less than in the third quarter of last year.
Marketing expenses It dropped by 60 million U.S. dollars , and administrative expenses decreased by about 20 million U.S. dollars. The only thing that did not decrease but increased was the R&D expenses. R&D expenses increased by 5 million U.S. dollars compared with the same period last year. I think the increase in R&D expenses is very normal and is an increase.
It's a good thing that the technology industry is always developing new products and new technologies. This way it can compete with its competitors. If your competitors are constantly developing new products but you are not making progress, you may not be doing research and development. It will lag behind others , so I think the increase in R&D expenses is a very good thing.
Other expenses such as sales and administrative management just mentioned can be reduced in a timely manner. Unnecessary expenses can be reduced so that the company can have more Profitability is also because PLTR has a significant increase in revenue and a significant decrease in expenses . Overall, Palantir's operating profit this quarter is much better than the same period last year.
The operating profit in the third quarter of last year was The negative 62 million U.S. dollars this year is nearly 40 million U.S. dollars positive. You can know how big the change has been in PLTR this year. From losing money to now, it has really started to make money. In fact, when I choose stocks, I care about these.
It doesn't matter if the company originally didn't make much money, but has the company's number of customers increased year by year , has its revenue gotten higher year by year , and has its profits continued to grow ? To me, the most important thing is whether it is good or bad. It is not the most important thing.
The most important thing is whether the company is making continuous progress. I think this is the most valuable and important thing. It's like it doesn't matter if you don't get good grades in elementary school. As long as you make progress day by day, you will definitely be able to get into the ideal university one day .
The key point is the word "progress". Why do some people still have low salaries after working in society for more than 10 years? Why do some people still have low salaries after working in society for more than 10 years ? People can make their salary multiply several times after working for two or three years because they are constantly learning to improve themselves .
Buying stocks is the same as life. Really good companies and stocks with real potential are the ones that get better every quarter. It is not a simple matter to select a good company that has great growth potential and has excellent constitution. You need to look at the background of the company, study the company's business model , and then be like me.
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Anyone who has watched this episode of my video should also know that PLTR’s non-industry income last season was actually It’s a bit high, so I believe many people will also want to pay special attention to whether PLTR’s outside income this season is also very high. This quarter’s outside income is still quite high.
I have to be honest. Look at it. The revenue is still 36 million US dollars , but I think this quarter is very different from the last quarter. Let's go back and take a look at last quarter's financial report. You see, PLTR's Net income net profit last quarter was 27872. Interest income was 30310. Let's deduct 27872.
Does the loss of 30310 mean that it is a negative number ? In other words, assuming that PLTR did not have this interest income last quarter and did not have this outside income, without this 30310, it would be a Net Loss and it would lose money. But if we take this quarter’s net profit, OK, let’s come back and take a look.
Let’s take a look at this quarter. The net profit for this quarter is 73,439. If you deduct the interest income of 36,864, it is still positive. In other words, even if PLTR does not have this interest income this quarter and does not have these outside income, it will still make money this quarter , even if there is no interest income .
Net income is still positive, not Net loss. This is why I say there is a big difference between last quarter and this quarter. Last quarter, Palantir was indeed supported by outside income. Because it had outside income, it could be Net last quarter. income , but this quarter is not supported by outside income.
This quarter is supported entirely by the industry to increase income and reduce expenses. Even without these outside income, it still makes money. This is what I think PLTR’s financial report for this quarter is. The biggest highlight is also the best thing I think, because it means that PLTR has really started to make money.
It is not making money from outside income. You can say that Palantir relies on outside income to make its final net profit look better, but you can't It is said that it is supported by outside income. I think this is quite a big difference. It is also because the net income this quarter is positive.
That means PLTR has had positive net profits for four consecutive quarters. What does this mean? In fact, in this episode I mentioned in the video that PLTR’s top management said in the second quarter that joining the S&P 500 Index has always been a big goal for them. To join the S&P 500 Index, they must have positive net profits for four consecutive quarters .
The S&P 500 committee is more concerned about profits. They require companies to have positive net profits for four consecutive quarters before they can join. Now that Palantir has done that, it is really very likely that they will be added to the S&P500. Joining the S&P500 is a good idea. What real impact does our investors have ?
Why do many people seem to be looking forward to PLTR joining the S&P500? In fact, the most intuitive impact is that the stock price usually rises. The reason is very simple because when PLTR joins the S&P 500 index, the fund wants to be more accurate. To reflect their index, they have to buy PLTR stocks.
What will happen if more people buy PLTR stocks? The stock price will rise. So the most direct impact of joining the S&P 500 is the stock price. This is why Many people expect PLTR to quickly join the S&P 500, let alone if it does join the SP500. The real benefit that PLTR will get is that a lot of funds from many financial institutions will be invested in these companies in the S&P 500 index.
OK, let’s take a look at the EPS this quarter. PLTR’s EPS came to 0.03 , although this number is not It's very high compared to other companies , but I think this is a good phenomenon because in the fourth quarter of 2022, the first quarter of 2023, and the second quarter of 2023, PLTR's EPS was 0.01, and it was exactly 0.01 for three consecutive quarters, so then At that time, including myself, I was very doubtful whether PLTR deliberately used non-operating income to control its EPS to 0.01.
Otherwise, it would be really difficult to achieve 0.01 for three consecutive quarters , but this quarter finally broke through. Of course, this is because PLTR's business has become more profitable and expenses have dropped, so EPS will rise accordingly. To put it simply, I think PLTR's financial report for this quarter is a great turning point.
From this financial report, we can not only see the growth strength of PLTR, but also the growth momentum of PLTR. It is very strong. The number of its customers has been increasing. Government and commercial income have also been increasing. At the same time, I can also say with certainty that PLTR has really started to make money.
It is no longer the PLTR that relies on outside income to support it. So personally, I still I will continue to hold PLTR stock. Although it has risen by more than 25% in the past two days after the financial report was released, I will continue to hold it because I think PLTR has a lot of room for growth.
It has just started to make money now. I think its future developmental growth will be quite good. Of course, this is just my personal judgment and choice of whether to buy or sell. You still need to do an evaluation. After all, no one can be responsible for your profits and losses. If you feel that today’s If the content is helpful to you, you can leave a message below.
If it is helpful to me, I will be more motivated to create more high-quality content. If you like today’s video, remember to give me a like below and share it with other friends . If you don’t want to miss my future content , remember to subscribe to me and turn on the little bell. See you in the next video.
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