$PLTR · The Compound · 2026-11-03
Palantir 不再只是一家政府承包商：商业营收从一年前的3.97亿美元近乎增至三倍，达到9.84亿美元，同比增长148%，如今已超过9.53亿美元的政府业务，Rule of 40 也在加速。他承认这一增速可能难以持续，但表示它正在当下发生；在盘后一度下跌9%后，股价回升至下跌1.5%。
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不。不，我是说你会。来吧，Palantir，我们聊聊。我很惊讶Palantir跌了。又来了。他成功地完成了那项工作。不可思议。这是什么？他又成功地完成了工作。是的，我没听电话会，但……
我们有一些图表。他们的“40法则”越来越快。图表Kid已经分析过了。我看到我们增加了收入，还有营业利润率的综合问题，这很棒。
No. No, I mean you will. Come on Palantir Let's talk about it. I was surprised that The palantir had gone down. Did it again. He did that job successfully. Incredible. What is this?
He did the job successfully. Again. Yes, I didn't hear the call but... We have some charts. Their 'rule' Off 40' is getting faster and faster. Chart Kid It has been analyzed. We increase revenue and the combined issue of operating margin I see and it's great.
Palantir 下跌了。这个问题可能已经有答案了，但大约一年前的问题是，它是否只是一家政府承包公司。我买了它，不，不再是了。下一张图。左边是2023年第三季度。看看。到今天。
所以，显然是的，美国政府业务大幅增长，但美国商业部门，也就是非公共部门，现在已经超过了它。再看下一张图。看看这个增长。我是说，不可思议。真的不可思议。
The palantir had gone down. And the question may have been answered, But the question about a year ago was whether it Just a government contracting company. I bought it, no, not anymore.
Next chart. On the left is the third quarter of 2023. Look at it. Until today. So, obviously yes, The US government has grown dramatically , but the US commercial sector, i.e. non- The public sector has now surpassed it.
And the next one Look at the chart. Towards this growth Look. I mean, incredible. Really Incredible.
我买了，不，现在不持有了。等等，回到第一张图。所以，那些在听但没在看的人，呃不，抱歉。我没说吗？是的。那些在听但没在看的人，一年前Palantir的商业收入，也就是财富500强那样的客户，是3.97亿美元。
现在是9.84亿美元。所以，他们的商业业务几乎增长了两倍，而这个商业业务现在比政府承包业务更大，后者是9.53亿美元。再说一次，这是一个季度。一年之内。
I bought it, no, not anymore. Wait, go back to the first chart. So, Those who are listening but not watching, uh no, I Sorry. Didn't I say? Yes. Those who are listening but not watching, a year ago Palantir's commercial revenue, which Fortune Like 500 subscribers, that was 397 million.
And now it's 984 million. So, their commercial business is almost has tripled and this commercial business is now Bigger than the government contracting business, which is 953 Million. And again, this is in one quarter. In a year.
呃。是的。但在一年之内，但我说的是第三季度。所以，就是这样。那些认为它仅仅是一家国防承包科技公司的人，这种看法正在被取消。也许它曾经是那样。今天不再是了。
Uh. Yes. But in a year's time, but I am this I'm talking about the third trimester. So , that's it. Those who consider it merely a defense As a contracting technology company It was being canceled.
Maybe that's what it was once. . That is no longer the case today.
你刚才展示的最后一张图是什么？左边是商业收入，右边是以百分比表示的收入增长。这是商业收入同比增长148%。有多少公司能做到这样？一家都没有？一家？这相当令人印象深刻。现在有人会说：“哦，这不可能一直维持。”
好，我同意，但他们现在正在做到。我明白。我做过。这并不意味着，是的，大西洋总有一天会干涸，它可能会变成沙漠，但现在它已经没了。他们时不时就这么做。他们正在做这件事。
The last chart you showed What was it? So, this is commercial revenue on the left. And on the right is the revenue expressed as a percentage. Growth. This is a 148% increase in commercial revenue year-on-year.
How many companies are doing something like this? Not one? One? I mean, these are Quite impressive. Now people will say, "Oh, It's not possible to hold it." Okay, I agree. , but they're doing it right now.
I understand. I did it. It doesn't mean that yes, at one time The Atlantic Ocean will dry up, it might It will be a desert, but now it's gone. They do this from time to time. They are doing the work.
现在有人会说：“哦，这不可能一直维持。”好，我同意，但他们现在正在做到。我明白。我做过。这并不意味着，是的，大西洋总有一天会干涸，它可能会变成沙漠，但现在它已经没了。他们时不时就这么做。他们正在做这件事。
Now people will say, "Oh, It's not possible to hold it." Okay, I agree. , but they're doing it right now. I understand. I did it. It doesn't mean that yes, at one time The Atlantic Ocean will dry up, it might It will be a desert, but now it's gone.
They do this from time to time. They are doing the work .
那么，你对 Palantir 股价的反应怎么看？最初的反应让我意外，但它已经大幅回升了。这一点我并不意外。所以，它现在低了很多。昨晚盘后它跌了9%，到当天结束时跌了1.5%。就这样。
. So, Palantir's share price What is your opinion on the reaction? I was surprised by the initial reaction. , but it has recovered a lot. I wasn't surprised by that. So, it's a lot lower.
Went, 9 percent last night in off-hours It was down, and by the end of the day it was down one and a half percent. It's over.
你觉得苹果能走亚马逊的路，完全弥补亏损吗？当成年人需要明白真正发生了什么。你能得到这个机会吗？
Do you think it's Apple or Can follow the path of the Amazon and completely Can compensate for the loss, when Adults need to understand what is really happening. Will you get the chance?
那么，Palantir。亚马逊开盘在231，有人私下跟我评论，因为我前几天说过我有这个选择。它在两天内变成了250。是的，那 Palantir 能做同样的事吗？能吗？是的，当然能。
So, Palantir. They opened on Amazon at 231, where People were commenting to me privately. , because I said the other day that I have it Choice. It became 250 within 2 days. Yes, so can Palantir do the same thing? Can? Yes, of course.
如果明天看到 Palantir 在190交易，你会意外吗？我完全不会意外。你会吗？那太多了。从175？是的，这是很大的波动。我是说我的。好像两周前是208。两周前是208。
Would you be surprised if tomorrow See Palantir trading at 190? Uh I wouldn't be surprised at all. Will you be? That is too much. From 175? Yes, this is a big move. I mean mine.
It seems like it was 208 two weeks ago. It was 208 two weeks ago.
Palantir、亚马逊以及其他也一样。
Palantir, Amazon and the rest too.
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