Palantir 三季度营收暴增，但企业合同缩短显露隐忧
原标题：Hiding inside Palantir’s skyrocketing quarter is a foreboding signal
AI 摘要
Palantir 公布第三季度财报，营收同比增长 96% 至 23.1 亿美元，首次突破 20 亿美元，美国商业收入首次超过美国政府收入。企业客户因其可安全运行前沿模型、定制训练开放权重模型且不共享数据的 AI 软件而签约，但多为短期试用合同，当季美国企业总合同价值从上一季度的 21.3 亿美元降至 14.6 亿美元，显示销售放缓迹象。CEO Alex Karp 称客户部署更快、合同期更短但可扩展，公司上调全年美国商业收入指引至至少 35.59 亿美元。
正文节选
Palantir delivered such a huge third-quarter earnings report on Monday that its press release even bragged that the numbers were “crushing consensus expectations.” Yet, retail investors were lukewarm on the company on Tuesday, with the stock trading slightly down. That’s because Palantir’s enterprise sales, its big growth area, showed signs of slowing. First, the good news for the company’s investors. Revenue grew 96% year over year to $2.31 billion, the first time it has ever surpassed the $2 b