Palantir Technologies Incの売上高は？

Palantir Technologies Incの2025年度の売上高は$4.5Bです（前年比+56.2%）。

Palantir Technologies Incの営業利益は？

Palantir Technologies Incの2025年度の営業利益は$1.4Bです（前年比+355.5%）。

Palantir Technologies Incの純利益は？

Palantir Technologies Incの2025年度の純利益は$1.6Bです（前年比+251.6%）。

Palantir Technologies IncのROEは？

Palantir Technologies Incの2025年度のROE（自己資本利益率）は22.0%です。

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Palantir Technologies Inc（PLTR）の決算・業績分析

Palantir Technologies Incの2025年有価証券報告書をAI分析。売上高$4.5B(+56.2%)。営業利益$1.4B。Information Technology。

SUMMARY — 業績サマリー

Palantir Technologies Incの2025年度業績サマリー

Palantir Technologies Inc（証券コード: PLTR）の2025年度決算・業績分析。売上高は$4.5B（前年比+56.2%）。営業利益は$1.4B（前年比+355.5%）。純利益は$1.6B（前年比+251.6%）。有価証券報告書を基に、業績変化の要因・リスク・見通し・セグメント構成を AI が分析しました。

Palantir Technologies Incの2024年度注目ポイント

※ 直近の2025年度XBRLデータは取込済みですが、AI分析は2024年度の10-Kを対象としています。

Revenue reached $1.9B in FY2024, reflecting a 23.6% YoY increase (XBRL).
Operating income improved to -$161M (+60.8% YoY), though EBITDA declined to -$139M (-7.3% YoY) (XBRL).
The company maintains strong liquidity with $2.6B in cash and a 5.55x current ratio (XBRL).
Gross margin remains robust at 78.6%, but net margin is negative at -19.6% (XBRL).
5-year revenue CAGR of 30.2% underscores sustained growth (XBRL).

Palantir Technologies Incの売上高変化の要因

•FY2024 revenue of $1.9B reflects a 23.6% YoY increase, driven by growth in software platforms and AI integration (XBRL). Historical data shows consistent expansion from $595M in FY2020 to $1.9B in FY2024, with projections to reach $2.2B in FY2025 (XBRL). No segment or geographic revenue breakdown is available (N/A).

Palantir Technologies Incの営業利益変化の要因

•Gross profit of $1.5B (78.6% margin) contrasts with negative operating income of -$161M (-8.5% margin) and net income of -$374M (-19.6% margin) (XBRL). Operating income improved 60.8% YoY from -$411M in FY2023, but EBITDA declined 7.3% YoY to -$139M (XBRL).

Palantir Technologies Incの事業リスクと対応

History of net losses and rising operating expenses may hinder future profitability (10-K).

Revenue growth may not be sustained due to market or operational challenges (10-K).

Long sales cycles and high customer acquisition costs risk delayed revenue (10-K).

Concentration of revenue from a few customers increases vulnerability to loss (10-K).

Quarterly results may fluctuate significantly due to project timing and seasonality (10-K).

Regulatory risks include compliance with evolving privacy/data protection laws and potential legal liabilities from AI use (10-K).

Competitive pressures and challenges in developing AI-driven technologies may weaken market position (10-K).

Palantir Technologies Incの今後の見通し・業績予想

Historical revenue growth (30.2% 5Y CAGR) and FY2025 projections of $2.2B suggest continued expansion (XBRL). Management guidance is not explicitly provided in the 10-K (N/A).

Palantir Technologies Incの事業内容

Palantir Technologies develops software platforms to integrate data, decisions, and operations for government and commercial clients. Key products include Gotham (government data analysis), Foundry (central data operating system), Apollo (cloud-agnostic software management), and AIP (AI integration via LLMs) (10-K). The company's competitive advantages include vertically integrated platforms, AI-driven capabilities, and security features. No customer concentration data is disclosed (N/A).

Palantir Technologies IncのAI業績分析レポート（2024年度）

Palantir Technologies Inc. (PLTR) FY2024 Annual Report Analysis

Highlights

•Revenue reached $1.9B (+23.6% YoY), with gross margin at 78.6% (XBRL).

•Operating income improved to -$161M (+60.8% YoY), but EBITDA declined to -$139M (-7.3% YoY) (XBRL).

•Strong liquidity: $2.6B cash, 5.55x current ratio, and 76.8% equity ratio (XBRL).

•5-year revenue CAGR of 30.2% (XBRL).

Business Overview

Palantir Technologies provides software platforms for data integration, serving government and commercial clients. Key products include Gotham, Foundry, Apollo, and AIP (10-K). Competitive advantages include vertically integrated platforms and AI integration. No customer concentration data is available (N/A).

Revenue Analysis

FY2024 revenue of $1.9B reflects a 23.6% YoY increase, with historical growth from $595M (FY2020) to $1.9B (FY2024), projected to reach $2.2B in FY2025 (XBRL). No segment or geographic breakdown is disclosed (N/A).

Profitability Analysis

Gross profit of $1.5B (78.6% margin) contrasts with negative operating income of -$161M (-8.5% margin) and net income of -$374M (-19.6% margin) (XBRL). Operating income improved 60.8% YoY from -$411M in FY2023, but EBITDA declined 7.3% YoY to -$139M (XBRL).

Balance Sheet Analysis

Total assets of $4.5B and equity of $3.5B reflect a 76.8% equity ratio and 0.28x debt-to-equity ratio (XBRL). Cash reserves of $2.6B support liquidity, though ROE (-10.8%) and ROA (-8.3%) remain negative (XBRL). No long-term debt or geographic asset details are available (N/A).

Cash Flow Analysis

Operating cash flow of $224M and free cash flow of $184M (after $40M CapEx) highlight strong cash generation (XBRL). Investing cash flow was -$45M, and financing cash flow of $86M reflects no share repurchases (XBRL). R&D spending of $360M underscores innovation investment (XBRL).

Working Capital Analysis

Receivables days: 70 days; Payables days: 11 days; Asset turnover: 0.42x (XBRL).

Risks

1.History of losses and rising expenses may hinder profitability (10-K).

2.Revenue growth sustainability is uncertain (10-K).

3.Long sales cycles and high customer acquisition costs risk delayed revenue (10-K).

4.Revenue concentration increases vulnerability to loss (10-K).

5.Quarterly results may fluctuate due to project timing (10-K).

6.Regulatory risks include AI legal liabilities and data protection compliance (10-K).

7.Competitive pressures and AI development challenges may weaken market position (10-K).

Outlook