Palantir(纪要):客户不再满足于单一场景而是体系重组

海豚研究
Nov 05, 2025

以下是海豚君整理的关于PalantirFY25Q3 的财报电话会纪要,财报解读请移步《Palantir:估值太超前,反噬要来了》一、财报核心数据回顾总营收:11.81 亿美元,同比增长 63%,环比增长 18%,创历史新高,远超预期。美国市场:营收 8.83 亿美元,同比增长 77%,环比增长 20%,占总营收四分之三。40 法则评分:达 114 分,环比提升 20 分,创历史最高。调整后营业...

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