β€’
Sep 30, 2023

Palantir Q3 2023 Earnings Report

Palantir achieved its fourth consecutive quarter of GAAP profitability with a GAAP EPS of $0.03.

Key Takeaways

Palantir Technologies Inc. announced financial results for the third quarter ended September 30, 2023, achieving its fourth consecutive quarter of GAAP profitability. Revenue grew 17% year-over-year to $558 million, with GAAP net income of $72 million and GAAP EPS of $0.03.

GAAP net income of $72 million, representing a 13% margin.

Revenue grew 17% year-over-year to $558 million.

Commercial revenue grew 23% year-over-year to $251 million.

US commercial revenue grew 33% year-over-year to $116 million.

Total Revenue
$558M
Previous year: $478M
+16.8%
EPS
$0.07
Previous year: $0.01
+600.0%
US Commercial Customers
181
Previous year: 132
+37.1%
Gross Profit
$450M
Previous year: $370M
+21.6%
Cash and Equivalents
$1.04B
Previous year: $2.41B
-56.9%
Free Cash Flow
$132M
Previous year: $32.6M
+304.2%
Total Assets
$4.19B
Previous year: $3.32B
+26.4%

Palantir

Palantir

Palantir Revenue by Segment

Palantir Revenue by Geographic Location

Forward Guidance

For Q4 2023, Palantir expects revenue of between $599 - $603 million and adjusted income from operations of $184 - $188 million. The company is raising its full year 2023 revenue guidance to between $2.216 - $2.220 billion and adjusted income from operations guidance to between $607 - $611 million. They continue to expect GAAP net income in each quarter of this year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income