Enter Your Email Below To Get Instant Access To My Complete Analysis On All 15 Opportunities

Download My Free Report and See Exactly Which Stocks I Believe Will Outperform Through 2035

    We won't send you spam. Unsubscribe at any time.
    Palantir Earnings Cheat Sheet · Free
    Trusted by 35,000+ investors on Patreon
    For Anyone Holding Palantir Into Tonight's Earnings... Or Wondering If They Should Be

    Palantir Has To Beat 3 Numbers Tonight, Not 1... Here's The Exact Cheat Sheet I'll Be Reading The Report Off At 4:01, With All 3, The Hidden Q4 Math, And A Blank Column To Score It Yourself Free Cheat Sheet

    Enter your email and I'll send you the cheat sheet right now. Print it before 4:00 PM and when the numbers hit you'll know what they mean.

    Send Me The Free Cheat Sheet2 Pages · In Your Inbox In 2 MinutesBecause I'd rather know what the numbers mean than wait for someone to tell me.
    Think · Act · ReactQ3Palantir
    Earnings
    Cheat Sheet    Tom Nash
    PLTR · Q3Score It Yourself
    LineRefCons.Actual
    Revenue$2.16B$2.18B
    Growth83%85%
    Beat Line$2.28B93%
    Implied Q4$2.424B$2.46B
    US Comm.$764M149%
    Adj. Op. Margin62%
    FCF Margin63%
    SBC$265M13.7%
    Diluted Shares2.569B
    4:01PM
    Guidance · Consensus · Blank Actual Column
    Cheat Sheet  /  6 SectionsAccess:  Free · Instant

    Here's What's On The Sheet

    01The headline numbers, with the beat line already drawnRevenue guidance of $2.160B to $2.164B against a $2.18B consensus. 83% growth guided against 85% expected. Adjusted EPS at $0.41. All on 1 line with a blank Actual column next to it... so 10 seconds after the release you know whether it beat, by how much, and against which number, before a single headline spins it.
    02The 2 reference lines that separate a real beat from a managed 1Revenue above $2.28B means growth beat last quarter's 93%. And last quarter Palantir beat its own revenue guidance by 7.5%... so when the number comes in "above guidance," you know whether that's news or just Tuesday.
    03The implied Q4 number Palantir never prints, worked out for youThey don't guide Q4. You back it out of the new full year guide, and the sheet does the math: $8.154B midpoint, minus $3.568B for the first half, minus Q3... an implied $2.424B going in, against a $2.46B consensus. 1 blank to fill after the report... so you see the number the after hours move keys on, the 1 the press release leaves out.
    04The growth engine, line by line, against last quarterUS commercial at $764M and 149% growth. US government at $809M. 653 US commercial customers. 157% net dollar retention. $3.373B of total contract value and $6.238B of US commercial remaining deal value. 220, 98 and 73 deals over $1M, $5M and $10M... so you can tell whether the engine accelerated this quarter or coasted on the last 1.
    05The quality lines that tell you how much of the beat is realAdjusted operating margin at 62%. Free cash flow margin at 63%. Stock based compensation at $265M, 13.7% of revenue. 2.569B diluted shares. $92M of other income, including investment gains. $9.2B in cash and Treasuries, no debt... so you know how much of tonight's number is the business and how much is dilution and gains before you decide what it means.
    06A blank Actual column down the whole sheetGuidance, consensus, and a space for what actually happened, on every line... so by 4:15 you've scored the quarter yourself, with a pen, instead of refreshing a price and waiting for the comment section to tell you how to feel about it.
    Send Me The Free Cheat Sheet2 Pages · In Your Inbox In 2 MinutesBecause I'd rather know what the numbers mean than wait for someone to tell me.
    No spam, ever. Unsubscribe any time.
    This is my research and my opinion, not financial advice. Do your own homework and make your own call.