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勇敢niuniu

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- 勇敢niuniu勇敢niuniu
  ·2022-01-21
  $Desktop Metal Inc.(DM)$这是什么情况，美股大崩盘真的要来了么？
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- 勇敢niuniu勇敢niuniu
  ·2021-11-17
  $Desktop Metal Inc.(DM)$？
  4,539 评论
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- 勇敢niuniu勇敢niuniu
  ·2021-11-17
  $Desktop Metal Inc.(DM)$ark再次加仓140万股
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- 勇敢niuniu勇敢niuniu
  ·2021-11-16
  $嘉楠科技(CAN)$傻眼…
  3,649 评论
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- 勇敢niuniu勇敢niuniu
  ·2021-11-16
  $Desktop Metal Inc.(DM)$割
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- 勇敢niuniu勇敢niuniu
  ·2021-11-13
  加仓
  Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>
  Summary Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating
  Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>
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- 勇敢niuniu勇敢niuniu
  ·2021-10-22
  $Desktop Metal Inc.(DM)$ark15号大幅加仓DM
  4,319 评论
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- 勇敢niuniu勇敢niuniu
  ·2021-04-16
  $嘉楠科技(CAN)$今天跌5个点起步，还没跌透…
  4,047 评论
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- 勇敢niuniu勇敢niuniu
  ·2021-04-16
  $小鹏汽车(XPEV)$小鹏发布这么垃圾的产品，蔚来发布这么重磅的利好，结果蔚来跌得凶👍
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- 勇敢niuniu勇敢niuniu
  ·2021-03-02
  $蔚来(NIO)$蔚来今晚收涨！
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Inc.(DM)$ark再次加仓140万股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878919756","isVote":1,"tweetType":1,"viewCount":9571,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461141542127487","authorId":"3461141542127487","name":"灰太狼爱投资","avatar":"https://static.tigerbbs.com/c20cc6a70583a3a4bdd1f2b4d4f41807","crmLevel":3,"crmLevelSwitch":0,"idStr":"3461141542127487","authorIdStr":"3461141542127487"},"content":"如果加了的话，这次ark聪明了一次","text":"如果加了的话，这次ark聪明了一次","html":"如果加了的话，这次ark聪明了一次"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871232418,"gmtCreate":1637073228411,"gmtModify":1637073604948,"author":{"id":"35214578462463","authorId":"35214578462463","name":"勇敢niuniu","avatar":"https://static.tigerbbs.com/e7d929d1357a40ddf88e49426f1aecd9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35214578462463","authorIdStr":"35214578462463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>傻眼…","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>傻眼…","text":"$嘉楠科技(CAN)$傻眼…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871232418","isVote":1,"tweetType":1,"viewCount":3649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871853532,"gmtCreate":1637054789147,"gmtModify":1637054789147,"author":{"id":"35214578462463","authorId":"35214578462463","name":"勇敢niuniu","avatar":"https://static.tigerbbs.com/e7d929d1357a40ddf88e49426f1aecd9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35214578462463","authorIdStr":"35214578462463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>割","listText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>割","text":"$Desktop Metal Inc.(DM)$割","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871853532","isVote":1,"tweetType":1,"viewCount":3149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873037071,"gmtCreate":1636792852106,"gmtModify":1636792852106,"author":{"id":"35214578462463","authorId":"35214578462463","name":"勇敢niuniu","avatar":"https://static.tigerbbs.com/e7d929d1357a40ddf88e49426f1aecd9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35214578462463","authorIdStr":"35214578462463"},"themes":[],"title":"","htmlText":"加仓","listText":"加仓","text":"加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873037071","repostId":"1129543601","repostType":2,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohunote.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度超出预期，自由现金流增加，提高指引，但抛售创造机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-13 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir 的收入环比增长 36%，同时产生 1.19 亿美元的自由现金流，利润率为 30%。</li><li>Palantir 第三季度商业收入增长 37%，政府收入同比增长 34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir 再次上调指引，预计收入同比增长 40%，达到 15.27 亿美元，自由现金流较之前的 3 亿美元增长 4 亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者喜欢讨厌 Palantir (PLTR)，该公司过去被戏称为黑盒公司，而另一些投资者则绝对喜欢它，因为他们相信 PLTR 的软件是未来。在我之前关于 PLTR 的文章中，我表示，根据 PLTR 目前的收入趋势，他们计划在第三季度实现 3.9941 亿美元的收入，在第四季度实现 4.2322 亿美元的收入。第三季度的共识数字是3.8656亿美元的收入，PLTR在2021年第四季度实现了3.921亿美元的收入，预计为4.18亿美元。随着 PLTR 大幅下跌，盘前市场的反应只不过是一片红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么平仓，要么对 PLTR 失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报发布有什么不妥之处导致抛售一直徘徊在-9.03%的范围内？PLTR 收入同比增长 36%，第三季度新增 34 名客户，并完成 54 笔价值 100 万美元或以上的交易。PLTR 的剩余交易价值同比增长 50%，达到 36 亿美元，并交付了 1.01 亿美元的运营现金（利润率为 26%）和 1.99 亿美元的自由现金流（利润率为 30%）。PLTR 还提高了 2021 年的指引，因为他们现在预计收入同比增长 40%，而之前预测为 30%，并将自由现金流的预测从 3 亿美元上调至 4 亿美元。除了这些数字之外，PLTR 还宣布了新的产品平台和用例，这些平台和用例在未来具有推动收入和自由现金流的巨大潜力。我相信这次抛售是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir 的商业和政府收入持续增长</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务一个又一个季度地扩大。上市五个季度后，PLTR的季度商业收入增加了6200万美元，增幅达55.36%。2021 年第三季度，PLTR 的商业运营收入为 1.74 亿美元，占其季度收入 3.921 亿美元的 44.38%。过去两年，PLTR的第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度又同比增长37.01%。PLTR 的商业剩余交易价值同比增长 101%，从 2020 年第三季度的 11 亿美元增至 2021 年第三季度的 22 亿美元。商业客户正在邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021 年第三季度，PLTR 净增 34 家新客户，商业客户群环比增长 20%，达到 203 家。过去一年，PLTR 的商业客户群增长了 46.04%，客户数量从 139 家增加到 203 家，增加了 64 家。任何仍然将 PLTR 归类为黑匣子的人都是不准确的，因为商业市场正在了解 PLTR 的软件平台并实施其解决方案以改善运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年Q1以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度增长率为9.43%。2021 年第三季度，这一趋势保持不变，收入环比增长 1610 万美元，增幅为 4.28%。虽然与 2021 年第二季度的 10.26% 相比，季度收入增长环比略有放缓，但 PLTR 预计其 2021 年第四季度收入将为 4.18 亿美元。PLTR 预计将创造另一项公司纪录，并在年底实现 2590 万美元 (6.61%) 的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月的总收入（TTM）。过去六个季度，PLTR 的 TTM 收入增加了 6.206 亿美元（76.55%），从 8.106 亿美元增至 14.3 亿美元。平均而言，PLTR 的 TTM 收入增长环比增长 1.0342 亿美元（9.94%）。在2020年第一季度至2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度的环比收入都至少增长了1.05亿美元。2021 年第三季度，PLTR 的 TTM 收入增至 14.3 亿美元，环比收入增长 1.068 亿美元（8.06%）。与季度指标一样，PLTR 的 TTM 预计将环比额外增长 9590 万美元，达到 15.27 亿美元，而市场普遍预期为 15.1 亿美元。这将使 PLTR 的年收入同比增长远远超过 30% 的预测，因为到 2021 年，他们的收入将增加 4.3430 亿美元 (39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR 是一家高增长公司，目前 FCF 为正，并正在扩大其指标。在 2020 年前 9 个月，PLTR 产生了 2.85 亿美元的自由现金流，在 2021 年前 9 个月末，PLTR 交付了 6.05 亿美元的波动，年初至今已产生 3.2 亿美元的自由现金流。PLTR 此前将 2021 年自由现金流指引提高到 300 美元，现在又将其再次提高到 4 亿多美元。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR 的自由现金流利润率为 30%，他们预计 2021 年自由现金流利润率将超过 4 亿美元。至少，这意味着他们将在 2021 年额外增加 8000 万美元的自由现金流。如果 PLTR 实现 15.27 亿美元的收入和 4 亿美元的自由现金流，其 2021 年自由现金流利润率将为 26.2%。PLTR 仍预计到 2025 年年收入同比增长 30%，基于 2021 年 1527 美元的预测，他们 2025 年收入将达到 43.6 亿美元。按照 PLTR 目前的自由现金流利润率，他们将在 2025 年产生 11.4 亿美元的自由现金流。考虑到 PLTR 目前的趋势，如果他们超出预期并同比增长 35%，那么他们 2025 年收入将达到 50.7 亿美元。按照目前的自由现金流利润率，到 2025 年，他们将产生 13.3 亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全力以赴。同比，他们的第三季度收入增长了 36%，他们第二次将自由现金流的指导从 3 亿美元提高到 4 亿多美元，并将年收入增长指导从 30% 提高到约 40%。PLTR 仍维持其未来同比增长 30% 的收入前景，并创造了一些令人印象深刻的利润率。PLTR 第三季度商业收入同比增长 37%，政府收入同比增长 34%。PLTR 在第三季度完成了至少 54 笔价值至少 100 万美元的交易，其中 33 笔收入至少为 500 万美元，18 笔收入至少为 1000 万美元。PLTR 的增长指标令人印象深刻，我预计他们未来将低于承诺并超额完成。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir 正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我写过关于政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机会的文章。在今天的财报看涨期权上，PLTR 介绍了有关他们将为碳排放和加密提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性的转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。到2050年实现整个经济净零排放计划的一部分。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺，将与欧盟和其他数十个国家合作，到2030年将全球甲烷排放总量减少30%。无论你对气候的立场是什么，都有许多人认为我们需要降低排放，许多国家正在努力实现一个目标。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织一起对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获工业排放物的碳酸盐燃料电池来自发电厂或制造设施的烟气流。碳排放管理已经是一项蓬勃发展的业务，PLTR 正在 Foundry 上创建一个模块，以显示单个窗格来查看收入、利润率、产量和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动 PLTR 未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密铸造。看起来PLTR正在利用他们的反洗钱和了解客户的专业知识。多年来，PLTR 与多个政府合作，发现全球最大银行的合规问题，并帮助这些银行做出回应并加强其合规计划。这是完全有道理的，当你回到合同时，PLTR已经被美国国税局和美国证券交易委员会授予了（在以前的文章中讨论过）。仅在第三季度，PLTR 就与美国国税局签署了 6 份合同。如果让我猜的话，PLTR的软件会被政府方面的国税局和美国证券交易委员会使用，并被银行和加密货币交易所采用。目前，在过去24小时内，比特币基地（纳斯达克股票代码：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为 PLTR 最终将推动其加密货币代工厂的政府和商业合同的未来收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其盈利并在消息大好时抛售消息的又一统计数据。还有人希望PLTR做什么？这是一个出色的季度，第三季度收入同比增长 36%，FCF 达到 1.19 亿美元，利润率为 30%，PLTR 完成了 54 笔交易，每笔交易价值超过 100 万美元。PLTR 超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个关于所有积极因素的卖出消息，这创造了一个买入机会。我将长期持有 PLTR，并计划如果抛售继续的话加仓。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。杠铃资本将为其成员提供独家研究、模型投资组合、投资工具、问答会议、观察列表和附加功能。我还将有一个实时投资组合，专门用于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将被分配到未来的资本增值投资和股息投资中，以便在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":4208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851601651,"gmtCreate":1634898479851,"gmtModify":1634898479851,"author":{"id":"35214578462463","authorId":"35214578462463","name":"勇敢niuniu","avatar":"https://static.tigerbbs.com/e7d929d1357a40ddf88e49426f1aecd9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35214578462463","authorIdStr":"35214578462463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>ark15号大幅加仓DM","listText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>ark15号大幅加仓DM","text":"$Desktop Metal Inc.(DM)$ark15号大幅加仓DM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851601651","isVote":1,"tweetType":1,"viewCount":4319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370638991,"gmtCreate":1618580137313,"gmtModify":1618580137313,"author":{"id":"35214578462463","authorId":"35214578462463","name":"勇敢niuniu","avatar":"https://static.tigerbbs.com/e7d929d1357a40ddf88e49426f1aecd9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35214578462463","authorIdStr":"35214578462463"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>今天跌5个点起步，还没跌透…","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>今天跌5个点起步，还没跌透…","text":"$嘉楠科技(CAN)$今天跌5个点起步，还没跌透…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370638991","isVote":1,"tweetType":1,"viewCount":4047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370639893,"gmtCreate":1618580005712,"gmtModify":1618580005712,"author":{"id":"35214578462463","authorId":"35214578462463","name":"勇敢niuniu","avatar":"https://static.tigerbbs.com/e7d929d1357a40ddf88e49426f1aecd9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35214578462463","authorIdStr":"35214578462463"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏发布这么垃圾的产品，蔚来发布这么重磅的利好，结果蔚来跌得凶👍","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏发布这么垃圾的产品，蔚来发布这么重磅的利好，结果蔚来跌得凶👍","text":"$小鹏汽车(XPEV)$小鹏发布这么垃圾的产品，蔚来发布这么重磅的利好，结果蔚来跌得凶👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370639893","isVote":1,"tweetType":1,"viewCount":5387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365376219,"gmtCreate":1614698920231,"gmtModify":1703480107926,"author":{"id":"35214578462463","authorId":"35214578462463","name":"勇敢niuniu","avatar":"https://static.tigerbbs.com/e7d929d1357a40ddf88e49426f1aecd9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35214578462463","authorIdStr":"35214578462463"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来今晚收涨！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来今晚收涨！","text":"$蔚来(NIO)$蔚来今晚收涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365376219","isVote":1,"tweetType":1,"viewCount":3055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}