Positive Points
・Palantir Technologies Inc (NASDAQ:PLTR) reported a 36% year-over-year revenue growth in Q4 2024, exceeding prior guidance by over 900 basis points.
・The US business showed significant strength, with a 52% year-over-year growth in Q4, driven by both commercial and government sectors.
・Palantir Technologies Inc (NASDAQ:PLTR) achieved a Rule of 40 score of 81 in Q4, indicating strong revenue growth combined with profitability.
・The company closed $1.8 billion in total contract value (TCV) in Q4, marking a 56% increase year over year.
・Palantir Technologies Inc (NASDAQ:PLTR) reported an exceptional cash flow quarter with adjusted free cash flow of $517 million, representing a margin of 63%.

Negative Points
・International commercial revenue growth was relatively modest at 3% year over year in Q4.
・Revenue from strategic commercial contracts is expected to decline significantly in Q1 2025.
・The European market showed slower growth, with only 4% growth on 13% of the company's business.
・Palantir Technologies Inc (NASDAQ:PLTR) faces challenges in expanding its presence in Europe due to cultural and strategic differences.
・The company anticipates a more significant increase in expenses in 2025 as it invests in technical hires and product pipeline.

最強の米国株2025 for Beginners

大洋図書

2024-12-20

タグ ：

#米国株

#パランティア・テクノロジーズ