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Dec 31, 2023

Palantir Q4 2023 Earnings Report

Palantir reported its fifth consecutive quarter of GAAP profitability.

Key Takeaways

Palantir Technologies Inc. announced financial results for the fourth quarter and fiscal year ended December 31, 2023, with GAAP net income of $93 million and revenue growth of 20% year-over-year to $608 million.

GAAP net income was $93 million, representing a 15% margin.

Revenue grew 20% year-over-year to $608 million.

US commercial revenue grew 70% year-over-year to $131 million.

Cash, cash equivalents, and short-term US treasury securities totaled $3.7 billion.

Total Revenue
$608M
Previous year: $509M
+19.6%
EPS
$0.08
Previous year: $0.04
+100.0%
US Commercial Customers
221
Previous year: 143
+54.5%
Gross Profit
$500M
Previous year: $404M
+23.6%
Cash and Equivalents
$831M
Previous year: $2.6B
-68.0%
Free Cash Flow
$305M
Previous year: $73.8M
+312.7%
Total Assets
$4.52B
Previous year: $3.46B
+30.7%

Palantir

Palantir

Palantir Revenue by Segment

Palantir Revenue by Geographic Location

Forward Guidance

For Q1 2024, Palantir expects revenue between $612 - $616 million and adjusted income from operations of $196 - $200 million. For full year 2024, Palantir expects revenue between $2.652 - $2.668 billion and US commercial revenue in excess of $640 million.

Positive Outlook

  • Revenue of between $612 - $616 million for Q1 2024
  • Adjusted income from operations of $196 - $200 million for Q1 2024
  • Revenue of between $2.652 - $2.668 billion for full year 2024
  • US commercial revenue in excess of $640 million for full year 2024, representing a growth rate of at least 40%
  • Adjusted income from operations of $834 - $850 million for full year 2024

Revenue & Expenses

Visualization of income flow from segment revenue to net income