[{"data":1,"prerenderedAt":210},["ShallowReactive",2],{"triple-beat-PLTR":3,"og-beat-monitoring-PLTR":209},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":182,"highlightQuarter":55,"highlightDescription":189,"sources":190},"PLTR","Palantir Technologies","Palantir Technologies（PLTR）は政府・商業向けデータ統合プラットフォームGotham/Foundryと、生成AIアプリ構築プラットフォームAIP（Artificial Intelligence Platform）を展開する米国上場企業。2023年4月のAIPローンチ以降、米国商業（U.S. Commercial）売上の四半期成長率が急加速し、コンセンサスを毎四半期上回り続けるパターンが定着。Q4 2024決算のプレスリリースで掲げた \"Eviscerating Consensus\" 表現が伝説化し、その後 \"Crushing Consensus Expectations\" がリリースタイトルの常套句になっている。","EPS ($, 非GAAP)","次Q売上ガイド (midpoint, $B)","株価反応 ($)",[11,34,54,76,97,118,140,160],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":30},"Q2 2024","2024/8/5","AIP商業ランプ、米商業+55%",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$678 M","$652 M",4,27,{"actual":21,"consensus":22,"beatPct":23},"$0.09","$0.08",12.5,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$701 M","$680 M",3.1,null,{"reportClose":31,"nextClose":32,"changePct":33},"$24.62","$25.85",5,{"quarter":35,"reportDate":36,"event":37,"revenue":38,"eps":42,"guidance":45,"stock":50},"Q3 2024","2024/11/4","\"We absolutely eviscerated this quarter\"",{"actual":39,"consensus":26,"beatPct":40,"yoyPct":41},"$726 M",3.6,30,{"actual":43,"consensus":21,"beatPct":44},"$0.10",11.1,{"revenue":46,"eps":29},{"company":47,"consensus":48,"beatPct":49},"$771 M","$746 M",3.4,{"reportClose":51,"nextClose":52,"changePct":53},"$41.78","$50.05",19.8,{"quarter":55,"reportDate":56,"event":57,"revenue":58,"eps":63,"guidance":67,"stock":72},"Q4 2024","2025/2/3","\"Eviscerating Consensus\"プレスリリース、米商業+64%",{"actual":59,"consensus":60,"beatPct":61,"yoyPct":62},"$828 M","$776 M",6.7,36,{"actual":64,"consensus":65,"beatPct":66},"$0.14","$0.11",27.3,{"revenue":68,"eps":29},{"company":69,"consensus":70,"beatPct":71},"$860 M","$799 M",7.6,{"reportClose":73,"nextClose":74,"changePct":75},"$83.74","$103.83",24,{"quarter":77,"reportDate":78,"event":79,"revenue":80,"eps":85,"guidance":88,"stock":93},"Q1 2025","2025/5/5","\"Crushing Consensus\"定着、米商業+71%",{"actual":81,"consensus":82,"beatPct":83,"yoyPct":84},"$884 M","$863 M",2.4,39,{"actual":86,"consensus":86,"beatPct":87},"$0.13",0,{"revenue":89,"eps":29},{"company":90,"consensus":91,"beatPct":92},"$936 M","$898 M",4.2,{"reportClose":94,"nextClose":95,"changePct":96},"$124.50","$122.84",-1.3,{"quarter":98,"reportDate":99,"event":100,"revenue":101,"eps":106,"guidance":109,"stock":114},"Q2 2025","2025/8/4","四半期売上$1B到達（初）",{"actual":102,"consensus":103,"beatPct":104,"yoyPct":105},"$1,004 M","$937 M",7.2,48,{"actual":107,"consensus":64,"beatPct":108},"$0.16",14.3,{"revenue":110,"eps":29},{"company":111,"consensus":112,"beatPct":113},"$1,085 M","$983 M",10.4,{"reportClose":115,"nextClose":116,"changePct":117},"$158.71","$158.80",0.1,{"quarter":119,"reportDate":120,"event":121,"revenue":122,"eps":127,"guidance":131,"stock":136},"Q3 2025","2025/11/3","米商業+121%、$4.4B通期着地予告",{"actual":123,"consensus":124,"beatPct":125,"yoyPct":126},"$1,180 M","$1,090 M",8.3,63,{"actual":128,"consensus":129,"beatPct":130},"$0.21","$0.17",23.5,{"revenue":132,"eps":29},{"company":133,"consensus":134,"beatPct":135},"$1,330 M","$1,190 M",11.8,{"reportClose":137,"nextClose":138,"changePct":139},"$208.50","$200.10",-4,{"quarter":141,"reportDate":142,"event":143,"revenue":144,"eps":148,"guidance":152,"stock":157},"Q4 2025","2026/2/2","米商業+137%、FY26ガイド$7.18-7.20B提示",{"actual":145,"consensus":133,"beatPct":146,"yoyPct":147},"$1,409 M",5.9,70,{"actual":149,"consensus":150,"beatPct":151},"$0.25","$0.23",8.7,{"revenue":153,"eps":29},{"company":154,"consensus":155,"beatPct":156},"$1,534 M","$1,320 M",16.2,{"reportClose":158,"nextClose":159,"changePct":146},"$189.20","$200.30",{"quarter":161,"reportDate":162,"event":163,"revenue":164,"eps":169,"guidance":173,"stock":178},"Q1 2026","2026/5/4","売上+85%（IPO後最速）、FY26を$7.65-7.66Bへ再引上げ",{"actual":165,"consensus":166,"beatPct":167,"yoyPct":168},"$1,629 M","$1,540 M",5.8,85,{"actual":170,"consensus":171,"beatPct":172},"$0.33","$0.28",17.9,{"revenue":174,"eps":29},{"company":175,"consensus":176,"beatPct":177},"$1,800 M","$1,680 M",7.1,{"reportClose":179,"nextClose":180,"changePct":181},"$144.07","$135.91",-5.7,[183,184,185,186,187,188],"売上はGAAPベース、EPSは非GAAPベース（adjusted）","Palantirは毎四半期、次Q売上ガイダンス（midpoint）とFY売上ガイダンス（midpoint）の両方を出す唯一に近いSaaS企業","FY売上ガイダンスの推移: FY2024は$2.677B→$2.742B→$2.805B（Q1→Q2→Q3で連続引上げ）、FY2025は$3.74B→$3.89B→$4.146B→$4.4B、FY2026は当初$7.18-7.20B→Q1で$7.65-7.66Bへ再引上げ","Q1 2024（2024/5/6発表）は当初の対象期間に含めていないが、参考: 売上$634M（予想$625M、+1.4%）、EPS $0.08（インライン）、Q2ガイド$649-653M（予想$652M）、株価-17%（FY24ガイド微増にとどまり失望売り）","Q1 2025（2025/5/5発表）は売上+2.4%ビート、EPSインラインで株価-1.3%。「クラッシングコンセンサス」表現にも関わらず期待先行で売られた","Q1 2026（2026/5/4発表）は売上+85% YoY（IPO後最速）でビート、FY26を$7.65-7.66Bへ引上げ。それでも翌日-5.7%は高バリュエーション警戒","最も「化けた」のは **Q4 2024（2025年2月3日発表）**。売上$828Mが予想$776Mを+6.7%、adjusted EPS $0.14が予想$0.11を**+27.3%**上振れし、Q1 2025ガイダンス中央値$860Mが予想$799Mを+7.6%、FY2025ガイダンス$3.74B-3.76BがLSEG予想$3.52Bを+6.5%上回った。プレスリリース冒頭にCEO Alex Karpが \"We absolutely eviscerated this quarter, driven by unrelenting AI demand\" と書き、米商業売上が+64% YoYで爆発したことを示した瞬間がそのまま株価に乗った。発表翌日PLTRは$83.74→$103.83へ**+24%急騰**、AIPの商業化が政府向けに過度に依存しない構造を持っていることをコンセンサスが追従できなかったことが背景にある。この四半期から「Crushing Consensus Expectations」がIRリリースタイトルの常套句となり、Q3 2025（売上+8.3%、EPS+23.5%、Q4ガイド+11.8%、FY+5.5%引上げ）と並んで最強の3要素同時ビートを記録した。",[191,194,197,200,203,206],{"label":192,"url":193},"Palantir Q1 2024 IR - 21% YoY Growth","https://investors.palantir.com/news-details/2024/Palantir-Reports-Revenue-Growth-of-21-Year-Over-Year-and-Sixth-Consecutive-Quarter-of-GAAP-Profitability-GAAP-EPS-of-0.04-in-Q1-2024/",{"label":195,"url":196},"Palantir Q4 2024 - \"Eviscerating Consensus\" - CNBC","https://www.cnbc.com/2025/02/03/palantir-pltr-q4-earnings-2024.html",{"label":198,"url":199},"Palantir Q1 2025 IR - \"Crushing Consensus\"","https://investors.palantir.com/news-details/2025/Palantir-Reports-Q1-2025-Revenue-Growth-of-39-YY-U-S--Revenue-Growth-of-55-YY-Raises-FY-2025-Revenue-Guidance-to-36-YY-Growth-and-U-S--Comm-Revenue-Guidance-to-68-YY-Crushing-Consensus-Expectations/",{"label":201,"url":202},"Palantir Q3 2025 IR - US Comm +121% YoY","https://investors.palantir.com/news-details/2025/Palantir-Reports-Q3-2025-U-S--Comm-Revenue-Growth-of-121-YY-and-Revenue-Growth-of-63-YY-Guides-Q4-Revenue-to-61-YY-and-U-S--Comm-Revenue-to-121-YY-Raises-FY-2025-Revenue-Guidance-to-53-YY-Crushing-Consensus-Expectations/",{"label":204,"url":205},"Palantir Q4 2025 IR - FY26 $7.18-7.20B","https://investors.palantir.com/news-details/2026/Palantir-Reports-Q4-2025-U-S--Comm-Revenue-Growth-of-137-YY-and-Revenue-Growth-of-70-YY-Issues-FY-2026-Revenue-Guidance-of-61-YY-and-U-S--Comm-Revenue-Guidance-of-115-YY-Crushing-Consensus-Expectations/",{"label":207,"url":208},"Palantir Q1 2026 - 85% Growth, Stock Drops 5.7% - Investing.com","https://www.investing.com/news/company-news/palantir-q1-2026-slides-85-revenue-growth-stock-drops-57-93CH-4674799","https://log.eurekapu.com/og/pages/general/beat-monitoring-PLTR.png?title=PLTR%20Palantir%20Technologies%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=e930fe49268937db",1779172236096]