感谢AI“惊人”影响，Palantir营收超预期大增48%，二度上调今年指引 | 财报见闻

Core Viewpoint - Palantir's recent financial report indicates significant growth driven by AI technology applications, leading to an upward revision of the full-year guidance for 2023 [1][4]. Financial Performance - Revenue for Q2 reached $1.004 billion, a 48% year-over-year increase, surpassing analyst expectations of $939.3 million and up from a 39% growth in Q1 [5][7]. - Adjusted EPS for Q2 was $0.16, reflecting a 77.8% increase year-over-year, exceeding the analyst forecast of $0.11 [5]. - Adjusted operating income for Q2 was $464 million, a year-over-year increase of 82.7%, with an operating margin of 46% [5]. Guidance - For Q3, Palantir expects revenue between $1.083 billion and $1.087 billion, above the analyst expectation of $985.4 million [6]. - The company projects 2025 revenue to be between $4.142 billion and $4.15 billion, up from previous expectations of $3.89 billion to $3.902 billion [6]. - Expected adjusted operating income for Q3 is between $493 million and $497 million, with a 2025 projection of $1.912 billion to $1.92 billion, revised from earlier estimates of $1.711 billion to $1.723 billion [6].