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Sep 30, 2024

Palantir Q3 2024 Earnings Report

Palantir's Q3 2024 performance was driven by strong AI demand, with significant growth in U.S. revenue and overall revenue, alongside positive GAAP EPS and raised full-year guidance.

Key Takeaways

Palantir reported a 30% year-over-year increase in revenue, reaching $726 million. U.S. revenue grew by 44% year-over-year. The company achieved a GAAP EPS of $0.06 and raised its full-year guidance for revenue, U.S. commercial revenue, and adjusted free cash flow.

U.S. revenue increased by 44% year-over-year, reaching $499 million.

Overall revenue grew by 30% year-over-year to $726 million.

GAAP net income was $144 million, representing a 20% margin.

Adjusted free cash flow was $435 million, representing a 60% margin.

Total Revenue
$726M
Previous year: $558M
+30.0%
EPS
$0.1
Previous year: $0.07
+42.9%
Gross Profit
$579M
Previous year: $450M
+28.6%
Cash and Equivalents
$769M
Previous year: $1.04B
-26.1%
Free Cash Flow
$435M
Previous year: $132M
+229.5%
Total Assets
$5.77B
Previous year: $4.19B
+37.6%

Palantir

Palantir

Palantir Revenue by Geographic Location

Forward Guidance

Palantir expects Q4 2024 revenue to be between $767 million and $771 million, with adjusted income from operations between $298 million and $302 million. For the full year 2024, revenue guidance is raised to between $2.805 billion and $2.809 billion, U.S. commercial revenue is expected to exceed $687 million, and adjusted free cash flow is projected to be over $1 billion.

Positive Outlook

  • Revenue of between $767 - $771 million for Q4 2024.
  • Adjusted income from operations of between $298 - $302 million for Q4 2024.
  • Revenue guidance raised to between $2.805 - $2.809 billion for full year 2024.
  • U.S. commercial revenue guidance raised to in excess of $687 million for full year 2024.
  • Adjusted free cash flow guidance raised to in excess of $1 billion for full year 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income