帕兰蒂尔第一季度营收激增85%得益于美国业务爆发

Palantir Technologies (PLTR) reported Q1 revenue and profit that topped analyst estimates, driven by surging sales to commercial clients and the US government sector. The company’s revenue jumped 85% in the first three months of this year to $1.63 billion, beating the consensus estimate of $1.53 billion, according to Bloomberg data. The majority of that revenue, or $1.28 billion, came from the US alone. The company said its US business more than doubled in 12 months. CEO Alex Karp pushed back against those who bet against Palantir’s success and questioned the impact of AI on its business. “When the whole world said software had to be worthless, we built platforms that work,” Karp said during the company’s earnings call. “How can a company grow 100% in the US with functionally a non-existent salesforce,” he added. Adjusted earnings per share rose more than 150% to $0.33, beating estimates of $0.28. The company raised its full-year revenue guidance to $7.65 billion to $7.66 billion, up from prior guidance of $7.182 billion to $7.198 billion. It also raised its US commercial revenue forecast for the year to $3.22 billion, up 120% from a prior growth projection of 115%. Read more: Live coverage of corporate earnings Palantir is seen as a beneficiary of US government contracts across an array of agencies, including the Pentagon, the Department of Homeland Security, and even the US Department of Agriculture. In March, Reuters noted the Pentagon expanded its use of Palantir’s Maven artificial intelligence system, an AI-enabled platform that analyzes battlefield data and supports targeting and command decisions. The company has also seen accelerating business sales growth, with sales to major corporations such as Nvidia (NVDA), Airbus (AIR.PA), and Stellantis (STLA). Last quarter, Palantir said it closed 206 deals of at least $1 million, 72 deals of at least $5 million, and 47 deals of at least $10 million Shares of Palantir have been recovering from an earlier sell-off as the software sector has been hit amid concerns about AI disrupting business models. Last month, President Trump gave a shout-out to the company on social media, praising Palantir for its “great war fighting capabilities and equipment.” The stock has risen 15% since the April 10 post. Palantir has been a top gainer of the AI trade, surging 150% in 2025 and over 1,200% over the past five years. Last week, Oppenheimer analysts initiated coverage of Palantir with an Outperform rating, citing its leadership in AI and its ontology-based architecture, which creates high switching costs once its applications are embedded.

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