PLTR: Pushing towards full-year profitability

- Revenue +18%
- Commercial Revenue +15%
- Government Revenue +20%
- Customers +41%

Good:
- First-ever quarter of positive net income of $31 million on a GAAP basis
- Demand for its new artificial intelligence platform is "without precedent”
- Reduction in stock-based compensation
- Strong balance sheet, $2.9 billion in cash and no debt

Bad:
- Slow growth in its international business

Guidance:
- Revenue of $2.185 to $2.235 billion.
- Adjusted income from operations of $506 to $556 million.
- GAAP net income in each quarter.

Conclusion:

- With full-year profitability expected in the near future, the prospects look bright for PLTR.

- Another company that is embracing AI to assist in its business operations.

- In spite of all its benefits, AI will not be able to independently carry out targeting operations in a military context.

- Some human involvement and intervention is still required.

- The one downside is PLTR's poor international growth performance, the main factor limiting the company's growth