人工智能公司Palantir Technologies Inc.近日公布了2024年第三季度业绩。数据显示，该公司三季度营收同比大增30%至7.255亿美元，超出华尔街分析师预期。净利润更是实现1.44亿美元的历史新高。
受惠于政府支出强劲以及企业对生成式AI技术需求日益增长,Palantir上调了2024年全年营收及利润预期。该公司预计全年营收现将达到28.05亿至28.09亿美元,高于之前预期的27.42亿至27.5亿美元。同时,全年调整后运营利润指引也上调至10.5亿至10.6亿美元。
需求旺盛主要来自两方面:一是来自美国政府的收入占总营收超过44%,同比大增40%。二是企业对AI平台的采用需求增长,Palantir的美国商业收入预计今年将增长逾50%。
分析人士认为,政府对人工智能技术的采购需求将持续增长,拉动Palantir收入继续扩张。与此同时,随着生成式AI日益普及,越来越多企业会转向公司的人工智能平台,用于测试、调试及评估各种AI应用场景,商业业务收入将超过政府收入,成为主要增长引擎。
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