- I-Palantir ibike imali engenayo yekota yesibili engama-$1.94 billion, ekhuphuke ngo-93% unyaka nonyaka, idlula izilinganiso zabahlaziyi.
- Le nkampani inyuse isiqondiso sayo semali engenayo sango-2026 safinyelela ku-$8.15–$8.16 billion, ngaphezu kakhulu kwezibikezelo zangaphambilini.
- Imali engenayo yezentengiselwano yase-US ikhuphuke ngo-149% yaya ku-$764 million, iqhutshwa ukwamukelwa okuqinile kwepulatifomu yayo ye-AI.
- Abahlaziyi bathuthukise isitoko kwathi amasheya akhuphuke ngaphezu kuka-15% ekuhwebeni ngemuva kwamahora okusebenza ngemuva kwesimemezelo.
Le nkampani ibike imali engenayo engu-$1.94 billion kule kota, ukwenyuka okukhulu ngo-93% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Imali engenayo elungisiwe ngesabelo ngasinye ifike ku-$0.41, ngaphezu kakhulu kwesilinganiso esivunyelwene ngaso esingu-$0.34 kuya ku-$0.35. Bekungokokuqala imali engenayo yePalantir idlula uphawu lwe-$1 billion, ifinyelela ku-$1.06 billion ngaphansi kwe-GAAP. Izinombolo zazinamandla kangangokuthi ngisho nabahlaziyi abanethemba elikhulu babanjwa bengalindele.
Imali Engenayo Nenzuzo Ephula Amarekhodi
Izibalo eziyinhloko zilandisa ingxenye nje yendaba. Imali engenayo yokusebenza kaPalantir ifinyelele ku-$912 million ngesisekelo se-GAAP, okuhunyushwa kube yimali engenayo engu-47%, kanti imali engenayo yokusebenza elungisiwe ifinyelele ku-$1.19 billion, okusunduza imali engenayo ibe ngu-62%. Ukugeleza kwemali kwamahhala nakho kubeke irekhodi elisha, kudlula ku-$1.22 billion kule kota , okumelela u-63% wemali engenayo. I-CEO u-Alex Karp uchaze le kota ngokuthi “ingaphandle kwaleli zwe” encwadini ayibhalela abanikazi bamasheya, ephawula ukuthi i-Rule of 40 metric yenkampani—inhlanganisela yokukhula kwemali engenayo kanye nenzuzo—ikhuphuke yafika ku-155%.
Ukwanda Kwezingxenye Zezentengiselwano Nezikahulumeni
Okwavelela kakhulu kule kota kwaba ukusebenza kwebhizinisi lezentengiselwano lase-US iPalantir. Imali engenayo evela kuleyo ngxenye ikhuphuke ngo-149% unyaka nonyaka yafinyelela ku-$764 million, idlula kalula abahlaziyi be-716 million ababefake isicelo. Ipulatifomu ye-AI yenkampani, i-AIP, ngokusobala ithola ukuthandwa phakathi kwamabhizinisi amakhulu, ibasiza ukuthi bahlanganise i-AI emisebenzini yabo ngaphandle kokunikeza idatha ebucayi kubahlinzeki bemodeli . Ngasohlangothini lukahulumeni, imali engenayo yase-US ikhule ngo-90% yafinyelela ku-$809 million, iqhutshwa yizikhungo zezokuvikela nezobunhloli ezandisa ukusetshenziswa kwazo kwesofthiwe ye-Palantir. Uma ihlanganisiwe, imali engenayo yase-US ifinyelele ku-$1.57 billion, ebalelwa ku-81% wesamba sokuthengisa.
Umzila wesivumelwano nawo ububukeka uqinile. I-Palantir isayine izinkontileka ezibiza u-$3.37 billion ngenani eliphelele phakathi nekota, kanti izinkontileka zezentengiselwano zase-US zifinyelele irekhodi lama-$2.13 billion—zikhuphuke ngo-153% ngonyaka. Inani lesivumelwano elisele ekupheleni kwekota limi ku-$13.1 billion, okuwukwenyuka ngo-83% kunonyaka odlule. I-CFO uDavid Glazer ikubize ngokuthi ikota "emangalisayo", egcizelela ukuthi inkampani ivale izinkontileka ezingu-220 ngayinye ebiza ngaphezu kwe-$1 million.
Isiqondiso Siphakanyisiwe Ngokuphawulekayo
Mhlawumbe into ebaluleke kakhulu emakethe kwaba ukuthuthukiswa okukhulu kwesiqondiso. I-Palantir manje ilindele ukuthi imali engenayo yonyaka wonke ka-2026 ifike phakathi kuka-$8.15 billion kanye no-$8.16 billion, kusukela ebangeni layo langaphambilini elingu-$7.65 billion kuya ku-$7.66 billion. Lokho cishe kungama-$500 million ngaphezulu phakathi nendawo, futhi kungaphezu kakhulu kwesilinganiso somhlaziyi esilinganiselwa ku-$7.7 billion. Le nkampani iphinde yaphakamisa isibikezelo sayo semali engenayo yokusebenza esilungisiwe saya ku-$4.89 billion saya ku-$4.91 billion, kanye nesiqondiso sayo sokugeleza kwemali samahhala esilungisiwe saya phakathi kuka-$4.5 billion kanye no-$4.7 billion.
Kwikota yesithathu, iPalantir iqondise imali engenayo engu-$2.16 billion kuya ku-$2.164 billion, ephakeme kakhulu kunesivumelwano sama-$2 billion. UKarp utshele i-CNBC ukuthi umfutho wokukhula oqinile "ubonakala sengathi uzoqhubeka okungenani ezinye izinyanga ezingu-18," okuqinisa ukuzethemba kokuthi ukwanda okusheshayo kuyasimeme. Isu lenkampani lokuzibeka njengomxhumanisi phakathi kwamamodeli e-AI nedatha yebhizinisi - enikeza lokho ekubiza ngokuthi "ubukhosi be-AI" - kubonakala sengathi liyaphumelela njengoba amakhasimende efuna ukulawula ulwazi lwawo oluyimfihlo.
Ukusabela Kwabahlaziyi kanye Nempendulo Yemakethe
I-Wall Street yashintsha ngokushesha ukuma kwayo ngemuva kokukhishwa kwayo. I-DA Davidson yathuthukisa isitoko saba yi-Buy, kanti uTyler Radke we-Citi waphakamisa umgomo wakhe wentengo kusukela ku-$200 kuya ku-$245, egcina isilinganiso se-Buy. UBrad Zelnick we-Deutsche Bank naye wathuthukisa waba yi-Buy, waphakamisa umgomo wakhe kusukela ku-$80 kuya ku-$200. UBrent Thill we-Jefferies wayeqaphile kakhulu, waphakamisa umgomo wakhe kusukela ku-$70 kuya ku-$80. Isitoko ngokwaso sanda cishe ngo-16% ekuhwebeni kwangaphambi kwemakethe futhi kamuva savala cishe ngo-29% ngosuku, sadlula ngaphezu kuka-$163. Ukunyuka kwaba ngenye yezinyathelo ezinamandla kakhulu zangaphakathi kosuku selokhu i-Palantir yamenyezelwa emphakathini.
Naphezu kwentshiseko, abanye abahlaziyi bahlala beqaphele ngentengo. UCantor Fitzgerald ugcine isilinganiso se-Neutral ngentengo ehlosiwe engu-$156, ephikisana ngokuthi ukukhula okuningi kwesikhathi esizayo sekuvele kubiza kakhulu. Noma kunjalo, umbono jikelele ukuthi iPalantir ifakazela ukuthi ingashintsha i-AI hype ibe yimali eningi, futhi ukukhushulwa kwesiqondiso kusikisela ukuthi okungcono kakhulu kungenzeka kuseza. Ikhono lenkampani lokuthola izinkontileka ezinkulu zezentengiselwano nokwandisa indawo yayo kahulumeni lenze yaba yinto evelele esikhaleni sesofthiwe yebhizinisi, ngisho njengoba izimbangi ezifana neSnowflake kanye neDatabricks zikhula ngesivinini esincane.
Uma kucatshangelwa konke, ukusebenza kwekota yesibili yePalantir kanye nokwenyuka kweziqondiso okulandelayo kuveza isithombe senkampani eqhuba kahle kuzo zonke izilinda. Ukuhlanganiswa kwemali engenayo eqopha umlando, ukwamukelwa kwezentengiselwano okwandayo, kanye nombono oqhakazile kunikeze abatshalizimali izizathu eziningi zokuhlala benethemba. Njengoba igagasi le-AI lisakhula futhi iPalantir ibekwe njengomthombo obalulekile , amakota ambalwa alandelayo angaba nemicimbi efanayo.