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Palantir $PLTR earning snapshot 👇
🔹Revenue: $726 Mln vs Est: $704 Mln (3% beat🟢)
🔹EPS: $0.10 vs Est: $0.09 (10% beat🟢)
🔹Raised full year guidance to 2.81B (previous est. $2.76B)
Initial stock reaction 📈
Up +13% 🟢
Updated one-pager with full review will be out tomorrow👌📜
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Palantir $PLTR earning snapshot 👇
🔹Revenue: $726 Mln vs Est: $704 Mln (3% beat🟢)
🔹EPS: $0.10 vs Est: $0.09 (10% beat🟢)
🔹Raised full year guidance to 2.81B (previous est. $2.76B)
Initial stock reaction 📈
Up +13% 🟢
Updated one-pager with full review will be out tomorrow👌📜
Palantir $PLTR earnings preview:
🔹Est. Revenue: $704 Mln (+26.1%)
🔹Est. Earnings per share: $0.09 (+29.8%) https://t.co/QDLUotAt32 tweet
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Dimitry Nakhla | Babylon Capital®
Palantir $PLTR Reports a Strong Q3 🎯
✅ Revenue: $725.52M vs $701.13M (est)
✅ Adjusted EPS: $0.10 vs $0.09 (est)
#stocks #investing https://t.co/tsax0tKEwJ
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Palantir $PLTR Reports a Strong Q3 🎯
✅ Revenue: $725.52M vs $701.13M (est)
✅ Adjusted EPS: $0.10 vs $0.09 (est)
#stocks #investing https://t.co/tsax0tKEwJ
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Stock Analysis Compilation
Clearbridge on FTAI Aviation $FTAI US
Thesis: FTAI Aviation’s modular approach to aging aircraft engines and strong leasing assets position it well for long-term revenue and earnings growth
(Extract from their Q3 letter) https://t.co/pwoSj8vITT
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Clearbridge on FTAI Aviation $FTAI US
Thesis: FTAI Aviation’s modular approach to aging aircraft engines and strong leasing assets position it well for long-term revenue and earnings growth
(Extract from their Q3 letter) https://t.co/pwoSj8vITT
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App Economy Insights
$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/X8OgGr9mLI
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$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/X8OgGr9mLI
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Librarian Capital
RT @JamesSurowiecki: Elon Musk, October 19: "We are going to be awarding a million dollars, randomly, to anyone who signs the petition." https://t.co/aeIeOVeMQj
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RT @JamesSurowiecki: Elon Musk, October 19: "We are going to be awarding a million dollars, randomly, to anyone who signs the petition." https://t.co/aeIeOVeMQj
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App Economy Insights
$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/YuHYJZDxK7
tweet
$PLTR Palantir Q3 FY24:
• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).
FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/YuHYJZDxK7
tweet
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $CMCO just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase he has reported in over 4 years. https://t.co/HebWFHKQRS
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RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $CMCO just reported the purchase of ~$1M of the company's stock.
This is the first insider purchase he has reported in over 4 years. https://t.co/HebWFHKQRS
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iinvested
3Q'24 Heartland Value Plus Fund on $GTES, $HAYW
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/apvsr6fB5Z
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3Q'24 Heartland Value Plus Fund on $GTES, $HAYW
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/apvsr6fB5Z
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Librarian Capital
FT: "(The FDA) has formally authorised the sale of just one brand of pouches"
Which one is it? FDA Marketing Granted Orders (MGO) list has no such product, only listing $PM's General snus (2015) and $MO's Verve tobacco discs (2021)?
cc @clara__murray
https://t.co/hkPJ7oh86K
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FT: "(The FDA) has formally authorised the sale of just one brand of pouches"
Which one is it? FDA Marketing Granted Orders (MGO) list has no such product, only listing $PM's General snus (2015) and $MO's Verve tobacco discs (2021)?
cc @clara__murray
https://t.co/hkPJ7oh86K
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Librarian Capital
Another bad take from an oft-quoted Tobacco analyst
"Nicotine pouches might ultimately have limited appeal to consumers ... There’s the social aspect and the whole theatre of smoking"
But you can have pouches in a theatre, or indeed on many occasions where you can't smoke
$PM https://t.co/LzPHPWGxN7
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Another bad take from an oft-quoted Tobacco analyst
"Nicotine pouches might ultimately have limited appeal to consumers ... There’s the social aspect and the whole theatre of smoking"
But you can have pouches in a theatre, or indeed on many occasions where you can't smoke
$PM https://t.co/LzPHPWGxN7
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