IEObserve 國際經濟觀察 | United States America (US)

Create: 2023-05-09 Update: 2025-07-10 21:44:58

Palantir Q1財報
#營收：+18%至5.25億 > 預期 5.05億
#EPS：$0.05 > 預期 $0.04
#商業營收：+15%至2.36億
#政府營收：+20%至2.89億

Q2營收財測：5.28-5.32億，換算年增12%
全年營收財測：21.85-22.35億
全年營業利潤財測：5.06-5.56億
#公司預計今年GAAP淨利每季皆為正
AIP平台需求非常旺盛

「AI 模型本身在幾個月內就從前沿發展到迅速商品化。據稱從谷歌洩露的備忘錄標題為“我們沒有護城河，OpenAI 也沒有”清楚地表明，大型科技公司認為主要的開放開發領域，實際上已經被開源社區中的少數人解決了。

雖然一些專有型號在品質上略有優勢，但領先優勢正在迅速消失。我們相信，知道如何應對 LLM 所呈現的數據技能不匹配挑戰的參與者，更有可能從App和Workflow層中產生更大的持久價值，而我們具有獨特的優勢，可以繼續成為這方面的領導者。」

📊到 IEO的IG看更多財經圖表：https://ieobserv.com/IG

IEObserve 國際經濟觀察

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IEObserve 國際經濟觀察

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Why Telegram?

Telegram has no known backdoors and, even though it is come in for criticism for using proprietary encryption methods instead of open-source ones, those have yet to be compromised. While no messaging app can guarantee a 100% impermeable defense against determined attackers, Telegram is vulnerabilities are few and either theoretical or based on spoof files fooling users into actively enabling an attack.

Palantir Q1財報

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