Palantir三季报商业营收首超政府业务，但企业订单现放缓迹象
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Palantir公布第三季度财报，当季营收同比增长96%至23.1亿美元，商业收入首次超过政府业务。然而，财报数据显现出企业AI订单增速放缓的隐忧，当季美国商业总合同价值（TCV）由上季度的21.3亿美元降至14.6亿美元。报道指出，这反映出企业客户试用AI软件虽然更快速，但普遍签订短期合同且解约意愿更强。尽管存在签约周期缩短的现象，Palantir仍将全美商业年度营收预期上调至超过35.59亿美元。
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- TechCrunch AISelectedPalantir's Stellar Earnings Mask Concerns Over Slowing Enterprise AI Deal Growth
Palantir's Q3 revenue surged 96% year-over-year to $2.31 billion, with commercial revenue surpassing government business for the first time. However, a quarter-over-quarter decline in enterprise total contract value (TCV) has raised concerns about a potential slowdown. During the quarter, U.S. commercial TCV dropped from $2.13 billion in the previous quarter to $1.46 billion, reflecting that while enterprise clients are piloting AI software faster, they generally sign shorter-term contracts and are more prone to cancel. Despite shortening contract cycles, the company still raised its full-year U.S. commercial revenue guidance to over $3.559 billion.
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