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Mr Soh
2022-04-12
Great ariticle, would you like to share it?
@TigerEvents:đăGAMEăHunting Eggs for Extra Saving!
Mr Soh
2022-04-12
Great ariticle, would you like to share it?
@TigerEvents:đăGAMEăHunting Eggs for Extra Saving!
Mr Soh
2022-02-11
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Palantir Is Set To Beat Free Cash Flow Expectations, Here's Why
Mr Soh
2022-02-10
$Palantir Technologies Inc.(PLTR)$
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While the tech sector and growth plays are apparently out of favor now, Palantirâs approaching earnings date could supply a catalyst for a new upleg. Palantir is set to report record revenues and free cash flow next week, and may initiate strong free cash flow guidance for FY 2022. Since an acceleration of growth in the private enterprise business can also be expected for Q4'21, shares of Palantir are a buy before the company reports earnings!</p><p><b>Why Palantir could be set to crush earnings expectations</b></p><p>The earnings date for Palantir is approaching and the software analytics firm could supply an earnings card that is much better than expected.Palantirâs guidance for the fourth-quarter and for the 2021 fiscal year calls for:</p><ul><li>Q4â21 revenues of $418M, implying 7% quarter over quarter growth</li><li>Q4â21 adjusted operating margin of 22%</li><li>FY 2021 revenues of $1.53B, implying 40% revenue growth year over year</li><li>FY 2021 free cash flow of at least $400M.</li></ul><p>Given that momentum in Palantirâs (private enterprise) business accelerated throughout 2021 and that the firm increased its free cash flow guidance for FY 2021 more than once last year, I believe Palantir is going to report much better results for the fourth-quarter and for the full-year than what the company itself guided for. The result could be a major revaluation of Palantirâs shares next week, especially if an impressive earnings card goes together with strong free cash flow guidance for FY 2022.</p><p>For the fourth-quarter, I expect revenues of $725M, $7M above guidance and an adjusted operating margin of 28-30%, significantly above Palantirâs margin guidance of 22%. The reason for these optimistic predictions is that more commercial clients will likely have taken up Palantirâs services in the fourth-quarter and the private enterprise business has seen a consistent revenue acceleration last year. More clients have signed on to Palantirâs software platform throughout the year and the company expanded its client base materially in FY 2021. Palantir added 64 clients to its software platform last year which calculates to an average net addition of 21 new paying clients per quarter. However, Palantirâs customer acquisition also accelerated in every single quarter in 2021, showing real momentum that has been reflected in Palantirâs significant revenue and free cash flow ramp.</p><p>What is also making a difference for Palantir besides a growing commercial client book is growth in average revenue per customer. The average top twenty customer spend $41M on Palantirâs services in the third-quarter which is a 35% increase over the year-earlier period. I estimate that Palantir, due to strong customer acquisition in Q4'21, will have grown this figure to $43M by year-end 2021.</p><p>In the third-quarter, Palantirâs commercial customer count increased a massive 46%, quarter over quarter, as more customers adopted Palantirâs Foundry for Builders. Palantir reported accelerating commercial revenue growthe very single quarter in FY 2021 and could close in on 40% commercial revenue growth, year over year, in the fourth-quarter. This momentum in the private enterprise market strongly raises the possibility of a material free cash flow outperformance for FY 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a230b19fd3518c891d95ad919b204d79\" tg-width=\"765\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p>The most important financial figure Palantir is going to report next week will be free cash flow. If I had to pinpoint one specific financial number that could make or break Palantirâs future, it would be this one.</p><p>What investors should remember is that Palantir a year ago expected FY 2021 to only be a free cash flow breakeven year. The firm started to materially increase its free cash flow guidance in the first-quarter 2021. Palantir guided for at least $400M in free cash flow for FY 2021, but the company already secured 80% of its low-case free cash flow guidance by the end of Q3â21. Third-quarter free cash flow was $119M, showing 139% quarter over quarter growth. At the same time, the free cash flow margin improved from 13% to 30%, meaning revenue to free cash flow conversion improved dramatically in the second half of the year. Palantir would therefore only have to report $80M in Q4'21 free cash flow to meet its full-year FCF guidance, which is something Palantir should easily be able to do. I estimate that Palantir could report FY 2021 free cash flow of up to $460M based off of growing average revenue per customer, rising Foundry for Builders adoption, a higher commercial customer count and a free cash flow margin of 30%.</p><p>The most interesting part of Palantirâs earnings card next week, however, will be the free cash flow guidance for FY 2022. I believe this guidance especially has the potential to power Palantirâs shares higher.</p><p>Because of the momentum in Palantirâs business, I am raising my revenue estimate for FY 2022 to $2.13B, 5% above my last estimate of $2.03B. Assuming a 35% free cash flow margin, Palantir could generate $745M in free cash flow in FY 2022, indicating 86% year over year growth potential (calculated based off of Palantirâs full-year FCF guidance of $400M). Free cash flow, however, could be even better. Palantir started a new business called Foundry for Crypto lately, which is an entirely new segment that is targeting the rapidly evolving market for digital currencies. Palantir started the business in 2021 and is going to roll out services at scale in 2022. If this business gets a good start, it wouldnât take much for Palantir to double its free cash flow, year over year, in FY 2022.</p><p><b>Palantir is cheap</b></p><p>Palantirâs earnings card for FY 2021 and guidance for FY 2022 will have an impact on estimates. Currently, revenue estimates are anchored at around $2.0B for FY 2022. If Palantirâs guidance calls for more than 30% revenue growth this year- which I believe is very likely- revenue predictions will be refreshed and shares of Palantir will have a lower sales multiplier factor.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331423415d1d7437492759507d7115fa\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks with Palantir</b></p><p>Slowing revenue and free cash flow growth, weaker free cash flow and operating margins, a disappointing FCF guidance for FY 2022 are all risks for Palantir. The canary in the coal mine is likely slowing growth in the private enterprise business, because this is what supports Palantir's revenue and free cash flow gains right now.</p><p><b>Final thoughts</b></p><p>I believe Palantir is going to crush it next week. Specifically, I expect that Palantir will outperform its own guidance regarding Q4â21 and full-year revenues and free cash flow. Average revenue per customer should also continue to grow. The free cash flow guidance for FY 2022, however, could be a real beauty considering Palantirâs revenue acceleration in the private enterprise business and stronger free cash flow (margins) in the second half of the year. If FY 2022 revenue and FCF guidance is strong- which I believe it will be- Palantir is up for a major revaluation in the stock market!</p></body></html>","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 Is Set To Beat Free Cash Flow Expectations, Here's Why</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Is Set To Beat Free Cash Flow Expectations, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 13:55 GMT+8 <a href=https://seekingalpha.com/article/4485431-palantir-q4-earnings-preview-poised-beat-expectations><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is expected to submit its earnings card on Thursday, February 17, 2022.Momentum in the private enterprise business could see Palantir materially beat its own guidance for FY 2021.FY ...</p>\n\n<a href=\"https://seekingalpha.com/article/4485431-palantir-q4-earnings-preview-poised-beat-expectations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4485431-palantir-q4-earnings-preview-poised-beat-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115712053","content_text":"SummaryPalantir is expected to submit its earnings card on Thursday, February 17, 2022.Momentum in the private enterprise business could see Palantir materially beat its own guidance for FY 2021.FY 2022 revenue and free cash flow guidance could be very strong and result in a new upleg for Palantir's beaten-down shares.NicoElNino/iStock via Getty ImagesShares of Palantir (PLTR) dropped into a down-trend in November and are now trading near 1-year lows. While the tech sector and growth plays are apparently out of favor now, Palantirâs approaching earnings date could supply a catalyst for a new upleg. Palantir is set to report record revenues and free cash flow next week, and may initiate strong free cash flow guidance for FY 2022. Since an acceleration of growth in the private enterprise business can also be expected for Q4'21, shares of Palantir are a buy before the company reports earnings!Why Palantir could be set to crush earnings expectationsThe earnings date for Palantir is approaching and the software analytics firm could supply an earnings card that is much better than expected.Palantirâs guidance for the fourth-quarter and for the 2021 fiscal year calls for:Q4â21 revenues of $418M, implying 7% quarter over quarter growthQ4â21 adjusted operating margin of 22%FY 2021 revenues of $1.53B, implying 40% revenue growth year over yearFY 2021 free cash flow of at least $400M.Given that momentum in Palantirâs (private enterprise) business accelerated throughout 2021 and that the firm increased its free cash flow guidance for FY 2021 more than once last year, I believe Palantir is going to report much better results for the fourth-quarter and for the full-year than what the company itself guided for. The result could be a major revaluation of Palantirâs shares next week, especially if an impressive earnings card goes together with strong free cash flow guidance for FY 2022.For the fourth-quarter, I expect revenues of $725M, $7M above guidance and an adjusted operating margin of 28-30%, significantly above Palantirâs margin guidance of 22%. The reason for these optimistic predictions is that more commercial clients will likely have taken up Palantirâs services in the fourth-quarter and the private enterprise business has seen a consistent revenue acceleration last year. More clients have signed on to Palantirâs software platform throughout the year and the company expanded its client base materially in FY 2021. Palantir added 64 clients to its software platform last year which calculates to an average net addition of 21 new paying clients per quarter. However, Palantirâs customer acquisition also accelerated in every single quarter in 2021, showing real momentum that has been reflected in Palantirâs significant revenue and free cash flow ramp.What is also making a difference for Palantir besides a growing commercial client book is growth in average revenue per customer. The average top twenty customer spend $41M on Palantirâs services in the third-quarter which is a 35% increase over the year-earlier period. I estimate that Palantir, due to strong customer acquisition in Q4'21, will have grown this figure to $43M by year-end 2021.In the third-quarter, Palantirâs commercial customer count increased a massive 46%, quarter over quarter, as more customers adopted Palantirâs Foundry for Builders. Palantir reported accelerating commercial revenue growthe very single quarter in FY 2021 and could close in on 40% commercial revenue growth, year over year, in the fourth-quarter. This momentum in the private enterprise market strongly raises the possibility of a material free cash flow outperformance for FY 2021.PalantirThe most important financial figure Palantir is going to report next week will be free cash flow. If I had to pinpoint one specific financial number that could make or break Palantirâs future, it would be this one.What investors should remember is that Palantir a year ago expected FY 2021 to only be a free cash flow breakeven year. The firm started to materially increase its free cash flow guidance in the first-quarter 2021. Palantir guided for at least $400M in free cash flow for FY 2021, but the company already secured 80% of its low-case free cash flow guidance by the end of Q3â21. Third-quarter free cash flow was $119M, showing 139% quarter over quarter growth. At the same time, the free cash flow margin improved from 13% to 30%, meaning revenue to free cash flow conversion improved dramatically in the second half of the year. Palantir would therefore only have to report $80M in Q4'21 free cash flow to meet its full-year FCF guidance, which is something Palantir should easily be able to do. I estimate that Palantir could report FY 2021 free cash flow of up to $460M based off of growing average revenue per customer, rising Foundry for Builders adoption, a higher commercial customer count and a free cash flow margin of 30%.The most interesting part of Palantirâs earnings card next week, however, will be the free cash flow guidance for FY 2022. I believe this guidance especially has the potential to power Palantirâs shares higher.Because of the momentum in Palantirâs business, I am raising my revenue estimate for FY 2022 to $2.13B, 5% above my last estimate of $2.03B. Assuming a 35% free cash flow margin, Palantir could generate $745M in free cash flow in FY 2022, indicating 86% year over year growth potential (calculated based off of Palantirâs full-year FCF guidance of $400M). Free cash flow, however, could be even better. Palantir started a new business called Foundry for Crypto lately, which is an entirely new segment that is targeting the rapidly evolving market for digital currencies. Palantir started the business in 2021 and is going to roll out services at scale in 2022. If this business gets a good start, it wouldnât take much for Palantir to double its free cash flow, year over year, in FY 2022.Palantir is cheapPalantirâs earnings card for FY 2021 and guidance for FY 2022 will have an impact on estimates. Currently, revenue estimates are anchored at around $2.0B for FY 2022. If Palantirâs guidance calls for more than 30% revenue growth this year- which I believe is very likely- revenue predictions will be refreshed and shares of Palantir will have a lower sales multiplier factor.Data by YChartsRisks with PalantirSlowing revenue and free cash flow growth, weaker free cash flow and operating margins, a disappointing FCF guidance for FY 2022 are all risks for Palantir. The canary in the coal mine is likely slowing growth in the private enterprise business, because this is what supports Palantir's revenue and free cash flow gains right now.Final thoughtsI believe Palantir is going to crush it next week. Specifically, I expect that Palantir will outperform its own guidance regarding Q4â21 and full-year revenues and free cash flow. Average revenue per customer should also continue to grow. The free cash flow guidance for FY 2022, however, could be a real beauty considering Palantirâs revenue acceleration in the private enterprise business and stronger free cash flow (margins) in the second half of the year. If FY 2022 revenue and FCF guidance is strong- which I believe it will be- Palantir is up for a major revaluation in the stock market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092991910,"gmtCreate":1644504398396,"gmtModify":1676533934454,"author":{"id":"4104666960164420","authorId":"4104666960164420","name":"Mr Soh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>like pls","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>like pls","text":"$Palantir Technologies Inc.(PLTR)$like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092991910","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9092991910,"gmtCreate":1644504398396,"gmtModify":1676533934454,"author":{"id":"4104666960164420","authorId":"4104666960164420","name":"Mr Soh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>like pls","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>like pls","text":"$Palantir Technologies Inc.(PLTR)$like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092991910","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017153134,"gmtCreate":1649758462632,"gmtModify":1676534566638,"author":{"id":"4104666960164420","authorId":"4104666960164420","name":"Mr Soh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017153134","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"đăGAMEăHunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click here</a> to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click here</a> to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! 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Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017159598,"gmtCreate":1649758428327,"gmtModify":1676534566618,"author":{"id":"4104666960164420","authorId":"4104666960164420","name":"Mr Soh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017159598","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"đăGAMEăHunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click here</a> to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click here</a> to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092370688,"gmtCreate":1644543724978,"gmtModify":1676533939321,"author":{"id":"4104666960164420","authorId":"4104666960164420","name":"Mr Soh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"đ","listText":"đ","text":"đ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092370688","repostId":"1115712053","repostType":2,"repost":{"id":"1115712053","pubTimestamp":1644472527,"share":"https://www.laohu8.com/m/news/1115712053?lang=&edition=full","pubTime":"2022-02-10 13:55","market":"us","language":"en","title":"Palantir Is Set To Beat Free Cash Flow Expectations, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1115712053","media":"Seeking Alpha","summary":"SummaryPalantir is expected to submit its earnings card on Thursday, February 17, 2022.Momentum in t","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is expected to submit its earnings card on Thursday, February 17, 2022.</li><li>Momentum in the private enterprise business could see Palantir materially beat its own guidance for FY 2021.</li><li>FY 2022 revenue and free cash flow guidance could be very strong and result in a new upleg for Palantir's beaten-down shares.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c60bbceb66471a658f5f3ede016f552f\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>NicoElNino/iStock via Getty Images</span></p><p>Shares of Palantir (PLTR) dropped into a down-trend in November and are now trading near 1-year lows. While the tech sector and growth plays are apparently out of favor now, Palantirâs approaching earnings date could supply a catalyst for a new upleg. Palantir is set to report record revenues and free cash flow next week, and may initiate strong free cash flow guidance for FY 2022. Since an acceleration of growth in the private enterprise business can also be expected for Q4'21, shares of Palantir are a buy before the company reports earnings!</p><p><b>Why Palantir could be set to crush earnings expectations</b></p><p>The earnings date for Palantir is approaching and the software analytics firm could supply an earnings card that is much better than expected.Palantirâs guidance for the fourth-quarter and for the 2021 fiscal year calls for:</p><ul><li>Q4â21 revenues of $418M, implying 7% quarter over quarter growth</li><li>Q4â21 adjusted operating margin of 22%</li><li>FY 2021 revenues of $1.53B, implying 40% revenue growth year over year</li><li>FY 2021 free cash flow of at least $400M.</li></ul><p>Given that momentum in Palantirâs (private enterprise) business accelerated throughout 2021 and that the firm increased its free cash flow guidance for FY 2021 more than once last year, I believe Palantir is going to report much better results for the fourth-quarter and for the full-year than what the company itself guided for. The result could be a major revaluation of Palantirâs shares next week, especially if an impressive earnings card goes together with strong free cash flow guidance for FY 2022.</p><p>For the fourth-quarter, I expect revenues of $725M, $7M above guidance and an adjusted operating margin of 28-30%, significantly above Palantirâs margin guidance of 22%. The reason for these optimistic predictions is that more commercial clients will likely have taken up Palantirâs services in the fourth-quarter and the private enterprise business has seen a consistent revenue acceleration last year. More clients have signed on to Palantirâs software platform throughout the year and the company expanded its client base materially in FY 2021. Palantir added 64 clients to its software platform last year which calculates to an average net addition of 21 new paying clients per quarter. However, Palantirâs customer acquisition also accelerated in every single quarter in 2021, showing real momentum that has been reflected in Palantirâs significant revenue and free cash flow ramp.</p><p>What is also making a difference for Palantir besides a growing commercial client book is growth in average revenue per customer. The average top twenty customer spend $41M on Palantirâs services in the third-quarter which is a 35% increase over the year-earlier period. I estimate that Palantir, due to strong customer acquisition in Q4'21, will have grown this figure to $43M by year-end 2021.</p><p>In the third-quarter, Palantirâs commercial customer count increased a massive 46%, quarter over quarter, as more customers adopted Palantirâs Foundry for Builders. Palantir reported accelerating commercial revenue growthe very single quarter in FY 2021 and could close in on 40% commercial revenue growth, year over year, in the fourth-quarter. This momentum in the private enterprise market strongly raises the possibility of a material free cash flow outperformance for FY 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a230b19fd3518c891d95ad919b204d79\" tg-width=\"765\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Palantir</span></p><p>The most important financial figure Palantir is going to report next week will be free cash flow. If I had to pinpoint one specific financial number that could make or break Palantirâs future, it would be this one.</p><p>What investors should remember is that Palantir a year ago expected FY 2021 to only be a free cash flow breakeven year. The firm started to materially increase its free cash flow guidance in the first-quarter 2021. Palantir guided for at least $400M in free cash flow for FY 2021, but the company already secured 80% of its low-case free cash flow guidance by the end of Q3â21. Third-quarter free cash flow was $119M, showing 139% quarter over quarter growth. At the same time, the free cash flow margin improved from 13% to 30%, meaning revenue to free cash flow conversion improved dramatically in the second half of the year. Palantir would therefore only have to report $80M in Q4'21 free cash flow to meet its full-year FCF guidance, which is something Palantir should easily be able to do. I estimate that Palantir could report FY 2021 free cash flow of up to $460M based off of growing average revenue per customer, rising Foundry for Builders adoption, a higher commercial customer count and a free cash flow margin of 30%.</p><p>The most interesting part of Palantirâs earnings card next week, however, will be the free cash flow guidance for FY 2022. I believe this guidance especially has the potential to power Palantirâs shares higher.</p><p>Because of the momentum in Palantirâs business, I am raising my revenue estimate for FY 2022 to $2.13B, 5% above my last estimate of $2.03B. Assuming a 35% free cash flow margin, Palantir could generate $745M in free cash flow in FY 2022, indicating 86% year over year growth potential (calculated based off of Palantirâs full-year FCF guidance of $400M). Free cash flow, however, could be even better. Palantir started a new business called Foundry for Crypto lately, which is an entirely new segment that is targeting the rapidly evolving market for digital currencies. Palantir started the business in 2021 and is going to roll out services at scale in 2022. If this business gets a good start, it wouldnât take much for Palantir to double its free cash flow, year over year, in FY 2022.</p><p><b>Palantir is cheap</b></p><p>Palantirâs earnings card for FY 2021 and guidance for FY 2022 will have an impact on estimates. Currently, revenue estimates are anchored at around $2.0B for FY 2022. If Palantirâs guidance calls for more than 30% revenue growth this year- which I believe is very likely- revenue predictions will be refreshed and shares of Palantir will have a lower sales multiplier factor.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331423415d1d7437492759507d7115fa\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks with Palantir</b></p><p>Slowing revenue and free cash flow growth, weaker free cash flow and operating margins, a disappointing FCF guidance for FY 2022 are all risks for Palantir. The canary in the coal mine is likely slowing growth in the private enterprise business, because this is what supports Palantir's revenue and free cash flow gains right now.</p><p><b>Final thoughts</b></p><p>I believe Palantir is going to crush it next week. Specifically, I expect that Palantir will outperform its own guidance regarding Q4â21 and full-year revenues and free cash flow. Average revenue per customer should also continue to grow. The free cash flow guidance for FY 2022, however, could be a real beauty considering Palantirâs revenue acceleration in the private enterprise business and stronger free cash flow (margins) in the second half of the year. If FY 2022 revenue and FCF guidance is strong- which I believe it will be- Palantir is up for a major revaluation in the stock market!</p></body></html>","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 Is Set To Beat Free Cash Flow Expectations, Here's Why</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Is Set To Beat Free Cash Flow Expectations, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 13:55 GMT+8 <a href=https://seekingalpha.com/article/4485431-palantir-q4-earnings-preview-poised-beat-expectations><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is expected to submit its earnings card on Thursday, February 17, 2022.Momentum in the private enterprise business could see Palantir materially beat its own guidance for FY 2021.FY ...</p>\n\n<a href=\"https://seekingalpha.com/article/4485431-palantir-q4-earnings-preview-poised-beat-expectations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4485431-palantir-q4-earnings-preview-poised-beat-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115712053","content_text":"SummaryPalantir is expected to submit its earnings card on Thursday, February 17, 2022.Momentum in the private enterprise business could see Palantir materially beat its own guidance for FY 2021.FY 2022 revenue and free cash flow guidance could be very strong and result in a new upleg for Palantir's beaten-down shares.NicoElNino/iStock via Getty ImagesShares of Palantir (PLTR) dropped into a down-trend in November and are now trading near 1-year lows. While the tech sector and growth plays are apparently out of favor now, Palantirâs approaching earnings date could supply a catalyst for a new upleg. Palantir is set to report record revenues and free cash flow next week, and may initiate strong free cash flow guidance for FY 2022. Since an acceleration of growth in the private enterprise business can also be expected for Q4'21, shares of Palantir are a buy before the company reports earnings!Why Palantir could be set to crush earnings expectationsThe earnings date for Palantir is approaching and the software analytics firm could supply an earnings card that is much better than expected.Palantirâs guidance for the fourth-quarter and for the 2021 fiscal year calls for:Q4â21 revenues of $418M, implying 7% quarter over quarter growthQ4â21 adjusted operating margin of 22%FY 2021 revenues of $1.53B, implying 40% revenue growth year over yearFY 2021 free cash flow of at least $400M.Given that momentum in Palantirâs (private enterprise) business accelerated throughout 2021 and that the firm increased its free cash flow guidance for FY 2021 more than once last year, I believe Palantir is going to report much better results for the fourth-quarter and for the full-year than what the company itself guided for. The result could be a major revaluation of Palantirâs shares next week, especially if an impressive earnings card goes together with strong free cash flow guidance for FY 2022.For the fourth-quarter, I expect revenues of $725M, $7M above guidance and an adjusted operating margin of 28-30%, significantly above Palantirâs margin guidance of 22%. The reason for these optimistic predictions is that more commercial clients will likely have taken up Palantirâs services in the fourth-quarter and the private enterprise business has seen a consistent revenue acceleration last year. More clients have signed on to Palantirâs software platform throughout the year and the company expanded its client base materially in FY 2021. Palantir added 64 clients to its software platform last year which calculates to an average net addition of 21 new paying clients per quarter. However, Palantirâs customer acquisition also accelerated in every single quarter in 2021, showing real momentum that has been reflected in Palantirâs significant revenue and free cash flow ramp.What is also making a difference for Palantir besides a growing commercial client book is growth in average revenue per customer. The average top twenty customer spend $41M on Palantirâs services in the third-quarter which is a 35% increase over the year-earlier period. I estimate that Palantir, due to strong customer acquisition in Q4'21, will have grown this figure to $43M by year-end 2021.In the third-quarter, Palantirâs commercial customer count increased a massive 46%, quarter over quarter, as more customers adopted Palantirâs Foundry for Builders. Palantir reported accelerating commercial revenue growthe very single quarter in FY 2021 and could close in on 40% commercial revenue growth, year over year, in the fourth-quarter. This momentum in the private enterprise market strongly raises the possibility of a material free cash flow outperformance for FY 2021.PalantirThe most important financial figure Palantir is going to report next week will be free cash flow. If I had to pinpoint one specific financial number that could make or break Palantirâs future, it would be this one.What investors should remember is that Palantir a year ago expected FY 2021 to only be a free cash flow breakeven year. The firm started to materially increase its free cash flow guidance in the first-quarter 2021. Palantir guided for at least $400M in free cash flow for FY 2021, but the company already secured 80% of its low-case free cash flow guidance by the end of Q3â21. Third-quarter free cash flow was $119M, showing 139% quarter over quarter growth. At the same time, the free cash flow margin improved from 13% to 30%, meaning revenue to free cash flow conversion improved dramatically in the second half of the year. Palantir would therefore only have to report $80M in Q4'21 free cash flow to meet its full-year FCF guidance, which is something Palantir should easily be able to do. I estimate that Palantir could report FY 2021 free cash flow of up to $460M based off of growing average revenue per customer, rising Foundry for Builders adoption, a higher commercial customer count and a free cash flow margin of 30%.The most interesting part of Palantirâs earnings card next week, however, will be the free cash flow guidance for FY 2022. I believe this guidance especially has the potential to power Palantirâs shares higher.Because of the momentum in Palantirâs business, I am raising my revenue estimate for FY 2022 to $2.13B, 5% above my last estimate of $2.03B. Assuming a 35% free cash flow margin, Palantir could generate $745M in free cash flow in FY 2022, indicating 86% year over year growth potential (calculated based off of Palantirâs full-year FCF guidance of $400M). Free cash flow, however, could be even better. Palantir started a new business called Foundry for Crypto lately, which is an entirely new segment that is targeting the rapidly evolving market for digital currencies. Palantir started the business in 2021 and is going to roll out services at scale in 2022. If this business gets a good start, it wouldnât take much for Palantir to double its free cash flow, year over year, in FY 2022.Palantir is cheapPalantirâs earnings card for FY 2021 and guidance for FY 2022 will have an impact on estimates. Currently, revenue estimates are anchored at around $2.0B for FY 2022. If Palantirâs guidance calls for more than 30% revenue growth this year- which I believe is very likely- revenue predictions will be refreshed and shares of Palantir will have a lower sales multiplier factor.Data by YChartsRisks with PalantirSlowing revenue and free cash flow growth, weaker free cash flow and operating margins, a disappointing FCF guidance for FY 2022 are all risks for Palantir. The canary in the coal mine is likely slowing growth in the private enterprise business, because this is what supports Palantir's revenue and free cash flow gains right now.Final thoughtsI believe Palantir is going to crush it next week. Specifically, I expect that Palantir will outperform its own guidance regarding Q4â21 and full-year revenues and free cash flow. Average revenue per customer should also continue to grow. The free cash flow guidance for FY 2022, however, could be a real beauty considering Palantirâs revenue acceleration in the private enterprise business and stronger free cash flow (margins) in the second half of the year. If FY 2022 revenue and FCF guidance is strong- which I believe it will be- Palantir is up for a major revaluation in the stock market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
