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🔹 Revenue: $1.181B (Est. $1.09B) 🟢; UP +63% YoY
🔹 Adj EPS: $0.21 (Est. $0.17) 🟢
🔹 Adj EBITDA: $606.5M (Est. $502.1M) 🟢
🔹 Rule of 40: 114%
Raised FY Guide:
🔹 FY25 Revenue: $4.396B–$4.400B (Est. $4.17B) 🟢; UP +53% YoY
🔹 FY25 U.S. Commercial Revenue: >$1.433B; UP +104% YoY
🔹 FY25 Adjusted Operating Income: $2.151B–$2.155B (Est. $1.93B) 🟢
🔹 FY25 Adjusted Free Cash Flow: $1.9B–$2.1B (Est. $1.92B) 🟢
🔹 Expect GAAP operating income and net income each quarter of FY25
Q4 Guidance:
🔹 Revenue: $1.327B–$1.331B (Est. $1.19B) 🟢; UP +61% YoY
🔹 Adjusted Operating Income: $695M–$699M (Est. $574.7M) 🟢
Segment U.S.
🔹 Revenue: $883M; UP +77% YoY; UP +20% QoQ
🔹 U.S. Commercial Revenue: $397M; UP +121% YoY; UP +29% QoQ
🔹 U.S. Government Revenue: $486M; UP +52% YoY; UP +14% QoQ
Other Metrics:
🔹 GAAP Income from Operations: $393M (Est. $255.6M) 🟢
🔹 Adjusted Income from Operations: $600.5M (Est. $498.7M) 🟢
🔹 Adjusted Free Cash Flow: $539.9M; UP +24% YoY
🔹 Cash & Cash Equivalents: $1.62B (Est. $1.31B) 🟢
🔹 Adjusted Operating Margin: 51% (Est. 45.8%) 🟢; UP +1300 bps YoY
🔹 Cash from Operations: $508M; margin 43%
🔹 Customer Count: UP +45% YoY; UP +7% QoQ
🔹 Deals Closed: 204 ≥$1M; 91 ≥$5M; 53 ≥$10M
🔹 Total Contract Value (TCV) closed: $2.76B; UP +151% YoY
🔹 U.S. Commercial TCV: $1.31B; UP +342% YoY
🔹 U.S. Commercial RDV: $3.63B; UP +199% YoY; UP +30% QoQ
🔹 Cash, Cash Equivalents & U.S. Treasuries: $6.4B
Для обсуждения переходи в чат t.me/USstocksnews_chat
🔸 «Наши результаты неоспоримо демонстрируют преобразующее влияние использования AIP для усиления влияния ИИ».
🔸 «Годовой рост нашего бизнеса в США подскочил до 77%, а в коммерческом секторе США — до 121%».
🔸 «Мы снова объявляем о самом высоком последовательном квартальном росте выручки за всю нашу историю, который составляет 61% по сравнению с аналогичным периодом прошлого года».
#pltr
