Palantir tops Q3 consensus, clocks 18 $10m+ deals
Palantir tops Q3 consensus, clocks 18 $10m+ deals
$Palantir Technologies(PLTR.US)$ reported third-quarter FY21 revenue growth of 36% year-on-year to $392 million, beating the consensus of $385 million.
Revenue Drivers: U.S. commercial revenue grew 103% Y/Y. Palantir added 34 net new customers. Commercial customer count increased 46% Q/Q.
Palantir closed 54 deals of $1 million or more, of which 33 contracts were worth $5 million or more and 18 deals at $10 million or above. The total remaining deal value grew 50% Y/Y to $3.6 billion.
Margins: The adjusted operating margin expanded 500 bps to 30%. The adjusted EBITDA margin rose 400 bps to 30%.
Palantir held $2.4 billion in cash and equivalents and generated $101 million in operating cash flow.
Adjusted EPS of $0.04 was in line with the consensus.
Outlook: Palantir sees Q4 revenue of $418 million above the consensus of $401.9 million. It expects FY21 revenue of $1.53 billion above the consensus of $1.51 billion.
Palantir raised the adjusted free cash flow outlook to over $400 million, up from above $300 million. It reiterated annual revenue growth of 30% or greater for 2021 through 2025.
Price Action: PLTR shares traded lower by 3.21% at $25.86 in the premarket session on the last check Tuesday.
$Palantir Technologies(PLTR.US)$报告称，21财年第三季度营收同比增长36%，至3.92亿美元，超出了3.85亿美元的共识。
收入驱动因素：美国商业收入同比增长103%，Palantir净增34个新客户。商业客户数量增加了46%，季度环比增长了46%。
Palantir完成了54笔100万美元或以上的交易，其中33笔合同的价值在500万美元或以上，18笔交易的金额在1000万美元或以上。剩余交易总价值同比增长50%，达到36亿美元。
利润率：调整后的营业利润率扩大了500个基点，达到30%。调整后的EBITDA利润率上升400个基点，至30%。
Palantir持有24亿美元的现金和等价物，产生了1.01亿美元的运营现金流。
调整后的EPS为0.04美元，符合市场普遍预期。
展望：Palantir预计第四季度营收为4.18亿美元，高于市场普遍预期的4.019亿美元。该公司预计21财年营收为15.3亿美元，高于市场普遍预期的15.1亿美元。
Palantir将调整后的自由现金流预期从3亿美元以上上调至4亿美元以上。该公司重申，从2021年到2025年，年收入增长率将达到30%或更高。
价格行动：在周二的最后一次检查中，PLTR股价在盘前交易时段下跌3.21%，至25.86美元。