NASDAQ$PLTR

Palantir Technologies Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

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.

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.

Headline financials

Total Revenue

$726M

Previous: $558M+30.0%
EPS (adj)

$0.10

Previous: $0.07+42.9%
Capital Expenditures

-$9.53M

Previous: -$10.3M+7.1%
Free Cash Flow

$134M

Previous: $61.3M+118.8%
Net Income

$144M

Previous: $71.5M+100.7%
Operating Income

$113M

Previous: $40M+183.0%
Gross Profit

$579M

Previous: $450M+28.6%
R&D Expense

$118M

No prior period
Stock-Based Comp

$142M

Previous: $114M+24.5%

Revenue & EPS history

Palantir · Revenue · Quarterly

$726M

Q3 2024+30%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

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.

Tailwinds

  • 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.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+2.3%

Avg return

Earnings day

+6.3%

Avg return

5 days after

+16.4%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+28.9%

Q1 2023

Best reaction

-23.1%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.6%-5.6%-3.3%
Q4 2025+6.8%-8.0%+3.3%
Q3 2025-7.9%-14.1%-14.1%
Q2 2025+7.8%+16.4%-2.8%
Q1 2025-12.0%-5.2%-3.1%
Q4 2024+24.0%+32.4%-3.9%
Q3 2024+22.0%+39.3%+66.6%
Q2 2024+7.5%+21.3%+23.6%
Q1 2024-8.3%-11.7%-1.6%
Q4 2023+28.5%+43.2%+53.7%
Q3 2023+26.6%+26.0%+35.9%
Q2 2023-6.4%-15.3%-15.9%
Q1 2023+28.9%+28.2%+98.2%
Q4 2022+22.8%+22.5%+5.2%
Q3 2022-9.1%+6.1%-10.8%
Q2 2022-19.2%-13.4%-35.5%
Q1 2022-23.1%-12.0%-3.2%
Q4 2021-21.1%-25.0%-8.2%
Q3 2021-15.8%-14.7%-28.2%
Q2 2020+11.4%+3.5%+19.8%
Q2 2021+11.4%+7.2%+17.6%
Q1 2020-9.1%+1.2%+22.1%
Q1 2021+2.3%+8.7%+30.7%
Q4 2018+3.5%-1.5%-5.8%
Q4 2020-15.1%-9.1%-24.9%
Q4 2019+9.3%+22.8%+86.6%
Q3 2019+9.3%+22.8%+86.6%
Q3 2020-1.0%+11.8%+70.4%
Q2 2019
Q1 2019

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