Palantir电话会:AI带来“非凡增长”、“40法则”罕见破百,CEO炮轰华尔街“我们交出软件公司史上最佳业绩,而你们一直看错”!

华尔街见闻
Nov 04, 2025

Palantir大幅上调第四季度及2025年全年业绩指引,同时公司“40法则”得分高达114%,实现了63%的收入增长与51%的调整后营业利润率并存,在软件行业中极为罕见。CEO在电话会上言辞激烈,称公司取得了“软件公司史上最佳业绩”,并直言批评长期看空公司的分析师“在每一个价位上都错了”。在人工智能浪潮的推动下,软件公司Palantir交出了一份超预期的三季度财报和一份极其乐观的未来展望,其首席...

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