Palantir Q4 Revenue Surges 70% as Government AI Demand Drives Growth

Summary

Choi Ho reviews Palantir's strong Q4 earnings, highlighting 70% revenue growth, expanding commercial and government demand, and guidance above consensus. Park Se-ik discusses Palantir's commercial expansion and operating leverage, then shifts to broader market signals: Korean equities supported by exports and manufacturing PMI, no hard-landing evidence from Carnival and high-yield spreads, and a negative view on gold. The tone is constructive on Palantir and Korean leaders, while treating recent weakness as corrections in overleveraged assets rather than economic deterioration.

• Palantir Q4 revenue rose 70% YoY to $1.4B, beating consensus.
• Commercial revenue grew 82%, with US commercial up 137%; operating margin reached 57%.
• Q1 and full-year guidance came in above consensus, supporting estimate upgrades.
• Park Se-ik highlighted Palantir's commercial expansion and operating leverage as key positives.
• Korean equities are supported by strong exports and a rising manufacturing PMI, though a February correction is possible.
• Carnival's 8% move and high-yield spreads suggest no hard landing, just corrections in overleveraged assets.
• Gold was viewed negatively due to lack of cash flow and difficult valuation.
• The video ends as the discussion transitions to the domestic Korean market.