Palantir Q3: revenue of $478M, up 22% YoY, vs. $470M est., US commercial customer count increased 124% YoY and US commercial revenue up 53% YoY; stock down 12%+ (Ashley Capoot/CNBC)

Ashley Capoot / CNBC:
Roblox reports Q3 revenue up 2% YoY to $517.7M, bookings up 10% YoY to $701.7M, and DAUs up 24% YoY to 58.8M; stock drops 15%+ on a larger-than-expected loss  —  – Shares of Roblox fell more than 17% in premarket trading Wednesday after the company reported a third-quarter loss but beat analyst estimates for revenue.

Ashley Capoot / CNBC:
Cisco reports Q1 revenue up 6% YoY to $13.6B, vs. $13.3B est., including Secure, Agile Networks up 12% YoY to $6.68B, and increases its FY 2023 revenue guidance  —  – Cisco reported fiscal first-quarter results on Wednesday that beat analysts’ estimates on top and bottom lines.

Jordan Novet / CNBC:
Twilio reports Q3 revenue up 33% YoY to $983M, vs. $972.2M est., 280K+ active customer accounts, and Q4 revenue guidance below estimates; the stock drops 15%+  —  – Twilio’s quarterly revenue projection was softer than analysts had been looking for.  — The company added about 5,000 active customer accounts in the quarter.

Ashley Capoot / CNBC:
Roblox says it had 57.8M DAUs in September, down from 59.9M in August but up 23% YoY, with 4B hours engaged, up 16% YoY; Roblox stock is up 15%+  —  – Shares of Roblox jumped 18% on Monday after the company released its September 2022 metrics report.  — Daily active users were 57.8 million in September, up 23% year-over-year.

Olivia Solon / Bloomberg:
Internal Palantir documents detail a plan to deepen its ties to the UK’s NHS by buying up smaller rivals, helping avoid scrutiny and increase health data  —  Palantir Technologies had a secret plan to deepen its relationship with the UK’s National Health Service without public scrutiny.

Jeffrey Dastin / Reuters:
Palantir signs a three-year, £75M deal with the UK’s defense ministry, providing software to prompt real-time military actions and predict potential results  —  Palantir Technologies Inc (PLTR.N) has signed a three-year, 75 million pound ($91.39 million) deal with the United Kingdom’s Ministry …