PLTR surged 17% after the financial report came out. What is the reason for PLTR to rise so much? Can you still buy PLTR stock now ? Hi, I am Chopin. You can also call me Chopin. Today in this video, I will share with you how good Palantir’s financial report is and why. It jumped 17% as soon as the financial report came out. Now the stock price is almost 20 yuan. Can I still buy it? Should I continue to hold it or sell it and take a profit? This video will be divided into three parts. The first part I will talk about this financial report first. The second part Part three is the two key points of the meeting. The third part I will share my views on PLTR and whether I should sell it now because this is the last video before the New Year and the next episode will not be until after the New Year, so I want to At the end of today's video, a red envelope of 1,000 yuan (NT$) was drawn. It is a fan-favoring plan. Although the amount is not large, but the heart is very satisfied. Friends who want to draw a red envelope must watch to the end. OK, then let's go straight to it without further ado. Let’s take a look at PLTR’s financial report. Let me first make a conclusion. PLTR’s financial report for this quarter is really super good. If the full score is 100 points, I would give it 95 points. This quarter’s revenue of PLTR reached 608 million US dollars , an increase of 20% compared with the same period last year . During the quarter, PLTR predicted fourth-quarter revenue of 599 million to 603 million U.S. dollars , so this quarter obviously exceeded expectations. Then the revenue for the whole year of 2023 increased by 17% from last year to 2.23 billion U.S. dollars , which is also higher than PLTR. The original expectation was higher than expected. People who are familiar with PLTR's business should also know that PLTR's customers can be divided into commercial customers and government department customers. In the past year or two, I think many people have been worried that PLTR will be overly dependent on government department customers in case the government department loses. If the government no longer wants to use PLTR's products, it will be difficult for PLTR's revenue to continue to grow. So many people are waiting to see whether the number of PLTR's commercial customers will continue to increase , because only when the number of commercial customers increases can PLTR's revenue grow. It is possible to grow steadily . You can see that PLTR's total number of customers is increasing every quarter. In the fourth quarter of last year, there were only 367 customers. In the fourth quarter of 2023, it grew to 497 customers, a full growth of 35%. Among them, commercial The number of customers increased by 44% from 260 customers to 375 customers. Revenue from commercial customers also increased by 32% compared with the same period last year. Revenue from commercial customers in the United States increased by 70%. Revenue from the government sector was higher than the same period last year. In the same period last year, the revenue from the government sector in the United States increased by 6 % . You can also see that the number of commercial customers and government sector customers has been growing. This is why PLTR's revenue this year will be better than last year. One of the reasons is that in addition to revenue growth, Palantir's gross profit margin has also been maintained at a very good level. Palantir has maintained a gross profit margin of 80% to 84% in the past six quarters and performed very well. Let's look at PLTR's net profit this quarter. It is very good. The net profit for this quarter has reached 96,913, which is nearly three times that of the same period last year. In addition to the very good net profit, there is another thing that I think is worth mentioning. Although the net profit in the fourth quarter of this year and the fourth quarter of last year are both positive, it seems It seems that everyone is making money , but there is actually a big difference between the fourth quarter of last year and the fourth quarter of this year. The operating profit in the fourth quarter of last year was negative 17,826. In other words, the PLTR industry in the fourth quarter of last year has not actually started at all. When it made money, it relied on outside income to support its net profit, that is, this Other income 44,637. Only with this outside income can the net profit be positive. Only the net profit in the fourth quarter of last year was positive, and the company as a whole looks to be making money. If we remove this Other income, Palantir obviously lost money in the fourth quarter of last year. At that time, PLTR relied entirely on this Other income to support its net profit. The fourth quarter of this year will be very different. The operating profit in the fourth quarter of this year was positive 65,794. Unlike the fourth quarter of last year, which was negative, it means that in the fourth quarter of this year, there was money in the industry. Although PLTR's non-industry income in the fourth quarter of this year was still quite high, even without these The interest income from outside the industry is still profitable this quarter. Net income this quarter is 96,913. Suppose we remove the interest income of 44,545. Palantir is still profitable this quarter. So you can say that in the fourth quarter of 2023, Palantir is using outside industry to make it. The final net profit has become better-looking , but you can never say that it was supported by outside income. I think the difference is very big, and it is the same for a whole year. The net profit of PLTR for the whole year of 2023 is 217,375. Even if the interest income is 132,572 If you remove Palantir, you will still make money in 2023, but the operating profit in 2022 will already be negative. It is already a loss from operations. Last year, the business did not make any money at all, but it started to make money this year. This is what I think is the biggest part of PLTR's financial report this year. One highlight is also the best thing I think, because PLTR has really improved a lot compared to last year and a lot better than last season. I have always cared about progress. Whether the company continues to improve is very, very important to me. Especially when I am picking stocks, I will be very insistent on finding companies that are making progress to invest in. It doesn’t matter if I don’t make much money at the moment. The key is whether the company’s number of customers has increased, whether its revenue has become higher , and whether it has made profits. There is no continuous growth. These are the most important things to me. How good it is and how bad it is. I think these are not the key points. The key point is whether the company is making progress. This is what I think is really important and valuable. It's like climbing a mountain. No matter how tired you are, you just need to move forward step by step. One day, you will reach the top of the mountain and see the most beautiful scenery. The key is to move forward. Why do some people have the same low salary after working in society for more than ten years? Why do some people earn a salary after working in society for two or three years? It has doubled because they have been learning to improve themselves and make continuous progress. Buying stocks is actually the same as life. The real potential stocks are the kind of companies that get better every quarter and make more progress year by year. Some companies have financial reports. If it maintains a pretty good level but has no progress, then I wouldn’t want to invest in such a company. Some companies don’t seem to be very profitable yet , but you can see that they have been making progress and growing in the past few years. Then I will feel that it has great potential and I will want to invest in it. However, it is really not easy to select a company with great growth potential and excellent constitution. Just understanding a company's business model is very easy. It’s not easy, let alone when I look at financial reports like this. There are so many things to evaluate. It’s really hard for me to explain it clearly to you in this 10-minute video , but I really hope I can. To help you invest in good companies with growth potential , I have specially prepared a free 41-minute video. This video will teach you how to find potential and excellent growth stocks through financial reports . This video currently has nearly 1,000 views. People have received it. If you also want to find a good company with excellent health through financial reports, immediately go to the information column below and click on the link to request the video I prepared for you. As usual, at the end of the financial report, PLTR will give their financial forecast . PLTR predicts 2024. Q1 revenue will reach 612 million to 616 million U.S. dollars. Operating profit will reach 196 million to 200 million U.S. dollars. Revenue for the whole year of 2024 is expected to be 2.652 billion to 2.668 billion U.S. dollars. Operating profit will be 834 million to 850 million U.S. dollars. US dollar , and the next four quarters will be in a state of net profit, that is, they will all make money. From these financial forecasts, you can see that PLTR will continue to improve in the future. Both revenue and net profit will basically continue to grow. That is Next, let’s talk about the financial report. There will be two key points in this speech. I think it is worth discussing. The first key point is the promotion of PLTR through AIP, a new product. Successfully expanded the potential market, acquired some new customers, and also converted many existing customers into longer-term partnerships. PLTR has launched this AIP camp since the middle of last year. The AIP training camp provides many companies to participate and use the AIP product. Then this activity has successfully attracted a lot of new customers. When these customers experience that PLTR products seem to be very useful, they may be willing to continue to use PLTR products or even use other PLTR products and sign longer-term contracts with them. For example, a large consumer goods holding company in the United States introduced PLTR's AIP product. At the same time, it also signed another five-year contract worth US$19 million with PLTR in December last year. This is a boost to PLTR's revenue growth. With good cases and records, AIP training camps can not only attract some potential customers , but also convert some old customers into long-term partners and increase the amount of their contracts. This is why PLTR revenue has grown so much. One of the reasons. The second important point is that PLTR expects expenses to increase in the first quarter of 2024 , but they will still focus on adjusting the full-year expense growth to be lower than revenue growth to continue to achieve the goal of profitability . This means that next year’s Q1 expenses will As fees increase , Palantir will find ways to make the growth of revenue greater than the growth of fees. However, this is of course just PLTR's own expectations and does not mean that it will definitely be like this in the future. We still need to continue to pay attention to PLTR's performance and continue to read financial reports. Let’s see if it is really as good as they expected. After reading PLTR’s financial report, I will tell you the key points. Next, I will share my own views. Basically, PLTR’s financial situation is really getting better and better. Including the number of customers, actual revenue, gross profit margin and net profit have been improving. I think the overall view is really good. Plus from the legal perspective, we can also see that Palantir has a strong influence on its operations. I am very confident about the future. There should be more and more potential customers in the future, and the profitability should continue to grow. I have said before that I care very much about whether the company is making progress, because if the company is making progress, it means it has. If a company like this continues to grow, its stock price is more likely to continue to rise in the long run . So personally, based on the current situation, I will not sell PLTR stock , although it has gone from 6.7 to 6.7. The block has risen to almost 20 yuan now , but I will continue to hold it for the long term because Palantir's financial and operating conditions are still pretty good, and its income is becoming more and more stable. The overall situation is improving, unless PLTR starts to decline, and its financial performance is getting worse. Or there are stronger competitors in the market , otherwise I will continue to hold it for a long time and will not sell it. Of course, this is just my personal opinion and does not represent any investment advice. You should carefully evaluate it before investing. After all, no one You can be responsible for your profits and losses. Finally, I have finished talking about PLTR. Finally, let me talk about the most anticipated way to draw red envelopes. Complete the following three steps and you can participate in the draw. The first step is to watch this video in its entirety. Like this video. The second step is to subscribe to my channel. If you haven’t subscribed yet, please subscribe. The third step is to leave a message below with an auspicious word and an emoticon. For example, I wish Chopard a happy new year and good fortune, and then add a smiley face. With the symbol like this, you can participate in the lottery. Then I will draw a lucky winner at 12 noon next Wednesday, Friday, February 14th, and receive a red envelope of NT$1,000. I will reply directly below your message. You have won, so you must win. You have to leave a message to participate in the lottery. So that’s it for today’s video. See you in the next video. Goodbye and Happy New Year.
