当前位置:首页 >财报库 > 报告详情

palantir(PLTR)2025年第四季度及全年财务业绩投资者会议演示材料「NYSE」(英文版)(39页).pdf

上传人: 1****1 编号:1101305 2026-02-03 39页 2.82MB

下载:

1、Business UpdateQ420252026 Palantr Technologies Inc.Safe HarborDisclaimerThis presentaton contains“forward-looking”statements within the meaning of the federal securites laws,and these statements involve substantal risks and uncertaintes.All statements other than statements of historical fact could b

2、e deemed forward-looking,including,but not limited to,statements regarding our financial outlook,product development,distributon,and pricing,expected benefits of and applicatons for our sofware platforms,business strategy and plans(including strategy and plans relatng to our Artficial Intelligence P

3、latform(“AIP”),sales and marketng eforts,sales force,partnerships,and customers),investments in our business,market trends and market size,expectatons regarding any current or potental customers,partnerships,or other business relatonships or initatves,opportunites(including growth opportunites),our

4、expectatons regarding our existng and potental investments in,and commercial contracts with,various enttes,our expectatons regarding macroeconomic events,and positoning,as well as assumptons relatng to the foregoing.Forward-looking statements are inherently subject to risks and uncertaintes,some of

5、which cannot be predicted or quantfied.In some cases,you can identfy forward-looking statements by terminology such as“guidance,”“expect,”“antcipate,”“should,”“believe,”“hope,”“target,”“project,”“plan,”“goals,”“estmate,”“potental,”“predict,”“may,”“will,”“might,”“could,”“intend,”“shall,”and variatons

6、 of these terms or the negatve of these terms and similar expressions.You should not put undue reliance on any forward-looking statements.Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indicatons of the tmes at,or by

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
1. **业绩表现**:Q4 2025营收14.07亿美元(+70% YoY),美国商业收入5.07亿美元(+137% YoY),调整后运营收入7.98亿美元(57% margin)。 2. **合同增长**:美国商业总合同价值(TCV)达13.4亿美元(+67% YoY),剩余合同价值(RDV)43.8亿美元(+145% YoY)。 3. **AI平台进展**:推出ChainReaction(AI基础设施OS)及AIP新工具(如Workflow Builder),与美海军合作ShipOS,扩展企业AI合作(如Accenture、HD Hyundai)。 4. **财务展望**:2026年预期营收71.82-71.98亿美元,美国商业收入超31.44亿美元(+115% YoY),调整后自由现金流39.25-41.25亿美元。 5. **风险提示**:包含前瞻性声明,实际结果可能因市场风险、宏观因素等与预期存在重大差异。
**AI平台前景?** **商业合同增长?** **海军合作项目?**
客服
商务合作
小程序
服务号
折叠