Palantir在星期一发表了如此庞大的第三季度收入报告
然而，零售投资者却在星期二对公司冷淡，股票交易略有下降。 因为Palantir企业的销售
第一，公司投资者的好消息。 年收入增长96%，达到23.1亿美元，这是第一次超过20亿美元。 Palantir的收入也比上一个季度增长20%，比分析家们的21.8亿美元预期要高。 Palantir还报告说，每股调整收入为0.44美元，而分析师的预期收入为0.41美元。 该公司甚至整年都增加了收入指导。 通常，只有这样，股票才会飞涨。
Palantir的美国商业收入首次超过美国政府的收入。 公司报告商业合同金额9.84亿美元(比同年季度增长148%)，而美国政府收入为9.53亿美元。
企业的这些爱的原因？他们正在注册公司的AI软件，该软件可以安全地运行前沿模型和定制训练的开放量级模型，而无需与外部AI实验室共享其任何数据和业务流程。 此外，Palantir一直提供今天所谓的“前调”软件工程，这有助于客户定制其商品。
然而，Palantir也揭示了一个比以往快的信号：即使企业的移动速度比任何时候都快。. 他们经常签署短期试验。
“Ryan和我在前线和商业上看到的是，这种互动速度快得多，部署得快得多，合同期限短一些，但随后又能大大扩展合同，”首席执行官Alex Karp(上面的画面)向华尔街分析员介绍了季度会议电话。
Palantir现在正经历着AI在企业中的独特现象之一。 公司愿意在没有典型官僚主义的情况下快速尝试AI软件，但也更愿意取消合同。
卡普用一个非彩色的比喻来形容他如何不关心持有他的企业业务。
称描述未来公司客户的涌入。 “反之，你知道，一旦你去了Palantir，你就不会回去了，而这正是事实，你从我们的数字中看到了这一点。
数字还不能证实Palantir的长期成功。 虽然该公司在该季度关闭了美国企业14.6亿美元的总合同价值，但实际上比上季度创纪录的企业TCV21.3亿美元有所下降。 这说明销售减速，至少是最后一个季度。
下一笔收益将显示Palantir是否巩固其作为崛起的美国企业AI提供商的角色。 历史上，许多企业在当年的最后一个季度签署了最大的技术采购协议。 卡普和球队当然有信心他们进一步引导美国商业收入“超过35.59亿美元，增长率至少为143% ”。
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Palantir delivered such a huge third-quarter earnings report on Monday that its press release even bragged that the numbers were “crushing consensus expectations.”
Yet, retail investors were lukewarm on the company on Tuesday, with the stock trading slightly down. That’s because Palantir’s enterprise sales, its big growth area, showed signs of slowing.
First, the good news for the company’s investors. Revenue grew 96% year over year to $2.31 billion, the first time it has ever surpassed the $2 billion mark. Palantir’s revenue, which also grew 20% from the previous quarter, beat analysts’ expectations of $2.18 billion. Palantir also reported adjusted earnings per share of $0.44 versus analysts’ expectations of $0.41. The company even upped its revenue guidance for the full year. Normally, that alone would send a stock soaring.
The clincher was that Palantir’s U.S. commercial revenue surpassed U.S. government revenue for the first time ever. The company reported $984 million in commercial contracts (up 148% from the year-ago quarter), versus $953 million in U.S. government revenue.
The reason for all this love from enterprises? They are signing up for the company’s AI software that can run frontier models and custom-train open-weight models securely, without sharing any of their data and business processes with outside AI labs. Plus, Palantir has always offered what is today known as “forward-deployed” software engineering, which helps customers customize its wares.
However, Palantir also revealed a less-than-rosy signal: Even as enterprises are moving faster than ever., they are often signing short-term trials.
“What Ryan and I are seeing on the front line and commercial is this much quicker interaction, much quicker to deployment, shorter duration of the contract but then an ability to expand that contract dramatically,” CEO Alex Karp (pictured above) told Wall Street analysts on the quarterly conference call.
Palantir is experiencing one of the unique phenomena of AI in the enterprise right now. Corporations are willing to quickly try AI software without their typical bureaucracy, but they are also more willing to cancel contracts.
Karp used one off-color metaphor after another to describe how unconcerned he was about holding onto his enterprise business.
“We’ve gone from being the most attractive person in the physics department to being the captain of the football team, kind of thing,” he said describing the influx of prospective corporate customers were flowing in. “Conversely, you know, once you go Palantir, you don’t go back, and that’s just that’s how it is, and you see it in our numbers.”
The numbers don’t yet confirm Palantir’s long-term success. While the company closed a hefty $1.46 billion of total contract value from U.S. enterprises in the quarter, that’s actually a decline from its record-setting $2.13 billion of enterprise TCV in the previous quarter. That suggests decelerating sales, at least last quarter.
The next earnings will show if Palantir has solidified its role as a rising U.S. enterprise AI provider. Historically, many enterprises sign their biggest tech purchases in the final quarter of the year. Certainly Karp and team are confident. They increased guidance for U.S. commercial revenue to be “in excess of $3.559 billion, representing a growth rate of at least 143%.”
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