NASDAQ$PLTR

Palantir Technologies Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Palantir Technologies reported a strong fourth quarter in 2024, with significant revenue growth driven by both government and commercial sectors, particularly in the U.S. market.

Headline financials

Total Revenue

$828M

Previous: $608M+36.0%
EPS (adj)

$0.14

Previous: $0.08+75.0%
Capital Expenditures

-$3.11M

Previous: -$4.86M+36.1%
Net Income

$79M

Previous: $93.4M-15.4%
Operating Income

$11M

Previous: $65.8M-83.2%
Gross Profit

$653M

Previous: $500M+30.7%

Revenue & EPS history

Palantir · Revenue · Quarterly

$828M

Q4 2024+36%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Palantir projects continued strong growth into 2025, with expectations of significant revenue increases driven by its AI platform and expanding customer base.

Tailwinds

  • Anticipated 31% year-over-year revenue growth for FY 2025.
  • Projected 54% growth in U.S. commercial revenue.
  • Expected adjusted free cash flow of $1.6 billion.
  • Continued focus on AI and data analytics to drive future growth.
  • Strong performance in both government and commercial sectors.

Headwinds

  • Concerns about the sustainability of rapid growth rates.
  • Potential challenges in maintaining high valuation multiples.
  • Dependence on government contracts may pose risks.
  • Competitive pressures in the AI and data analytics markets.
  • Uncertainty regarding the impact of macroeconomic factors.

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 Q4 2024

Historical avgQ4 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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro