米国商業部門149%増の衝撃 | 2026年8月3日 / Palantir Technologies Inc. / Q2 2026決算発表 episode artwork

EPISODE · Aug 3, 2026 · 5 MIN

米国商業部門149%増の衝撃 | 2026年8月3日 / Palantir Technologies Inc. / Q2 2026決算発表

from Nakajima Quant Desk - Japanese

パランティア・テクノロジーズ(PLTR)が2026年8月3日に発表した第2四半期決算を徹底解説。 📊 売上高19億3,546万ドル、前年比93%増 📈 米国商業部門は7億6,400万ドルで前年比149%増と加速 💡 Rule of 40スコアは155%、調整後営業利益率62% ⚠️ 一方で株式報酬費用は前年比66%増、高バリュエーションへの警戒も併存 通期ガイダンスは81.5億ドル台(成長率82%)へ引き上げ。強さと弱さを両論併記でフラットに解説します。 ▶️ YouTube本編動画: https://youtu.be/VE3psUknUpQ

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米国商業部門149%増の衝撃 | 2026年8月3日 / Palantir Technologies Inc. / Q2 2026決算発表

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