Palantir Technologies — 2026Q3 財報
公布於 2026-08-03
每股盈餘 $0.41，預期 $0.35 — 優於預期
次一交易日 +29.5%（收盤 2026-08-03 → 2026-08-04）
來源
新聞稿 ↗綜述
A blowout that accelerated on every axis: revenue grew 93% to $1.935 billion, led by U.S. commercial up 149% to $764 million, with a record $2.132 billion of U.S. commercial TCV closed (up 153%) and profitability scaling alongside — GAAP net income of $1.062 billion at a 55% margin. Full-year 2026 revenue guidance was raised to $8.150-8.158 billion, with management framing the demand surge as an AI-sovereignty wave. On the call, Ryan Taylor sharpened the bookings story — closed TCV grew 271% year-over-year on a dollar-weighted duration basis, underscoring shortening deal cycles — while David Glazer walked through the raised outlook and Alex Karp closed on a characteristically emphatic note about the sovereign-AI opportunity.
法說會
評述
引文為原始文件中的英文原文，未經翻譯；其下一行是 TradingPilot 對它的解讀。
來自財報
A blowout quarter that accelerated on every axis: revenue grew 93% year-over-year to $1.935 billion, led by U.S. commercial revenue up 149% to $764 million, with a record $2.132 billion of U.S. commercial TCV closed (up 153%). Profitability scaled with growth — GAAP net income of $1.062 billion at a 55% margin — and management raised full-year 2026 revenue guidance to $8.150 – $8.158 billion, framing surging demand as an AI-sovereignty wave.
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“Revenue grew 93% year-over-year and 19% quarter-over-quarter to $1.935 billion”
Total revenue accelerated to $1.935 billion, up 93% year-over-year and 19% sequentially.
來源 ↗ -
“U.S. commercial revenue grew 149% year-over-year and 28% quarter-over-quarter to $764 million”
U.S. commercial remained the growth engine, reaching $764 million, up 149% year-over-year and 28% quarter-over-quarter.
來源 ↗ -
“Closed a record-setting $2.132 billion of U.S. commercial TCV, up 153% year-over-year”
Bookings point to durable momentum: a record $2.132 billion of U.S. commercial total contract value closed, up 153% year-over-year.
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“GAAP net income of $1.062 billion, representing a 55% margin”
Profitability scaled with growth — GAAP net income of $1.062 billion, a 55% margin.
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“We are raising our revenue guidance to between $8.150 – $8.158 billion.”
Full-year 2026 revenue guidance was raised to $8.150 – $8.158 billion.
來源 ↗
來自法說會
On the call, CFO David Glazer confirmed the $1.935 billion quarter (93% growth) and walked through the raised full-year outlook of $8.15 billion to $8.158 billion; CRO Ryan Taylor highlighted $2.1 billion of closed TCV growing 271% year-over-year on a dollar-weighted duration basis, underscoring shortening deal cycles; and CEO Alex Karp closed on an emphatically bullish note about the company's mission and the sovereign-AI opportunity.
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“Q2 revenue grew 93% year-over-year and 19% sequentially to $1.935 billion.”
CFO David Glazer confirmed the headline acceleration in his prepared remarks.
來源 ↗ -
“For full year 2026, we are raising our revenue guidance to between $8.15 billion and $8.158 billion.”
Glazer detailed the raised full-year 2026 revenue outlook.
來源 ↗ -
“We closed $2.1 billion in TCV with a 271% year-over-year growth rate on a dollar-weighted duration basis.”
CRO Ryan Taylor emphasized bookings velocity on a duration-adjusted basis — a different cut than the press release's total TCV figure.
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“This is one of the most exciting times to be involved in the Palantir mission.”
CEO Alex Karp closed the call on a characteristically emphatic note.
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截至 2026-08-10