过去一年大涨超500%！Palantir营收超预期猛增48%，二度上调今年指引，感谢AI“惊人”影响

Core Viewpoint - Palantir's quarterly revenue has surpassed $1 billion for the first time, with significant growth in both commercial and government sectors, driven by AI applications [1][3][11]. Financial Performance - Revenue: In Q2, Palantir reported revenue of $1.004 billion, a 48% year-over-year increase, exceeding analyst expectations of $939.3 million [5][11]. - EPS: The adjusted earnings per share (EPS) for Q2 was $0.16, reflecting a 77.8% increase year-over-year, surpassing the expected $0.14 [6][11]. - Operating Profit: Adjusted operating profit for Q2 was $464 million, up 82.7% year-over-year, with an operating margin of 46% [7][12]. Guidance and Projections - Q3 Revenue: Palantir expects Q3 revenue to be between $1.083 billion and $1.087 billion, indicating a year-over-year growth of approximately 49.2% to 49.7% [9][15]. - Annual Guidance: The company has raised its full-year revenue guidance by over 6%, with the lower end increased by $252 million and the upper end by $248 million [16][17]. - U.S. Commercial Revenue: The guidance for U.S. commercial revenue has been raised to exceed $1.302 billion, representing at least an 85% year-over-year increase [17][18]. Strategic Insights - CEO Alex Karp emphasized the company's ambition to become a dominant software company, highlighting the significant impact of AI on growth and market recognition [19][21]. - Karp noted that the growth rate of the U.S. commercial business, which saw a nearly 100% year-over-year increase, is unprecedented for a company of Palantir's size [19][20].