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Palantir：客户为快速接入主权 AI 能力签下多笔偏短期的八位数合同
CFO 称本季签下多笔金额达八位数、但期限短于以往的合同，因客户急于在企业内落地主权 AI；公司预期随交付深入，合同期限与规模都会扩大。同期总 TCV 预订同比仅增约 6%。
英文原文
Palantir $PLTR CFO on shorter contract durations:
Palantir $PLTR CFO on shorter contract durations: We signed multiple 8-figure deals in the qtr that were "shorter in duration than usual" as customers rapidly adopted initial sovereign AI capabilities in their enterprise. As we continue to deliver value with sovereign AI over time, we expect both the duration and size of these contracts to increase. Note: Total TCV bookings grew just 6% YoY to $2.92B, while U.S. commercial TCV rose 11% against 148% revenue growth. RPO was essentially flat QoQ.
- 作者
- wallstengine
- 发布时间
- 2026/11/03 07:10（北京时间）
- 标签
- AI