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Jun 30, 2023

Palantir Q2 2023 Earnings Report

Palantir achieved its third consecutive quarter of GAAP profitability, with a GAAP EPS of $0.01 in Q2 2023.

Key Takeaways

Palantir Technologies Inc. announced financial results for Q2 2023, reporting GAAP net income of $28 million, marking its third consecutive quarter of GAAP profitability. Revenue grew 13% year-over-year to $533 million, with significant growth in both commercial and government sectors. The company also raised its full-year revenue guidance to in excess of $2.212 billion and expects GAAP net income in each quarter.

GAAP net income was $28 million, achieving the third consecutive quarter of GAAP profitability.

Revenue increased by 13% year-over-year to $533 million.

US commercial revenue grew 20% year-over-year.

The company raised its full year 2023 revenue guidance to exceed $2.212 billion.

Total Revenue
$533M
Previous year: $473M
+12.7%
EPS
$0.05
Previous year: -$0.01
-600.0%
US Commercial Customers
161
Previous year: 119
+35.3%
Gross Profit
$426M
Previous year: $371M
+15.0%
Cash and Equivalents
$1.06B
Previous year: $2.36B
-55.2%
Free Cash Flow
$96M
Previous year: $57M
+68.6%
Total Assets
$3.98B
Previous year: $3.28B
+21.3%

Palantir

Palantir

Palantir Revenue by Segment

Palantir Revenue by Geographic Location

Forward Guidance

For Q3 2023, Palantir expects revenue between $553 - $557 million and adjusted income from operations between $135 - $139 million. The company is raising its full-year revenue guidance to in excess of $2.212 billion and adjusted income from operations guidance to in excess of $576 million. They continue to expect GAAP net income in each quarter.

Positive Outlook

  • Revenue of between $553 - $557 million is expected for Q3 2023.
  • Adjusted income from operations of $135 - $139 million is expected for Q3 2023.
  • GAAP net income is expected for Q3 2023.
  • Full year 2023 revenue guidance is raised to in excess of $2.212 billion.
  • Full year 2023 adjusted income from operations guidance is raised to in excess of $576 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income