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2021-10-07

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Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":823305870,"tweetId":"823305870","gmtCreate":1633578154739,"gmtModify":1633584394342,"author":{"id":4095222842422150,"idStr":"4095222842422150","authorId":4095222842422150,"authorIdStr":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>[财迷]&nbsp;</body></html>","htmlText":"<html><head></head><body>[财迷]&nbsp;</body></html>","text":"[财迷]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/823305870","repostId":1131458105,"repostType":4,"repost":{"id":"1131458105","kind":"news","pubTimestamp":1633575480,"share":"https://www.laohu8.com/m/news/1131458105?lang=zh_CN&edition=full","pubTime":"2021-10-07 10:58","market":"us","language":"en","title":"Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131458105","media":"Seeking Alpha","summary":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82","content":"Summary<blockquote>总结</blockquote> <ul> <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li> <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li> <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li> <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li> </ul> <img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\">Andreas Rentz/Getty Images Entertainment<blockquote><ul><li>在宣布赢得美国 8.23 亿美元的合同后，Palantir 的股价在盘前交易中上涨了 14%。周二军队。</li><li>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。</li><li>回顾 Palantir 近年来赢得的军事合同，可以看出其尖端技术能力如何扰乱了世界上最封闭的市场之一。</li><li>再加上五角大楼对创新日益增长的需求以支持政府情报需求，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir 已做好充分准备，在未来十年实现显着的上行空间。</li></ul>安德烈亚斯·伦茨/盖蒂图片社娱乐</blockquote> Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.<blockquote>Palantir (NYSE:PLTR) 宣布赢得美国陆军价值 8.23 亿美元的合同后，其股价在周二盘前交易中上涨了 14%。Palantir 已被美国陆军情报系统和分析项目经理选中，以促进 “能力下降 2 计划 ”（“CD-2 计划”）的部署。陆军情报界将利用 Palantir 的 Gotham 平台整合来自不同数据库的数据，并为 CD-2 计划创建一个 “数据结构和分析基础”，用于实现数据现代化和分析能力，为应对未来对国家安全的威胁做好准备。</blockquote> The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.<blockquote>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。这家硅谷初创公司turned tech unicorn近年来赢得了显著的合同，一次又一次地引起了大型军需品公司的注意。这些大型军工供应商凭借其 “深厚的人脉和数十年的政府采购经验 ”长期以来一直主导着该行业。虽然 Palantir 目前从政府合同中获得的收入在美国年度国防开支总额中仍然只是名义上的一部分，但最近的交易代表着军事情报供应行业的一个转折点，并为在可预见的未来更大的市场渗透奠定了基础。</blockquote> Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.<blockquote>Palantir 最近的里程碑只会增强我们对该股的看涨前景。我们对 28.18 美元的 12 个月目标价仍然充满信心，长期上涨空间实现轨迹指向 46.30 美元，正如我们之前对该股的报道中详细讨论的那样。</blockquote> Palantir’s History of Key Government Contract Wins<blockquote>Palantir 赢得关键政府合同的历史</blockquote> Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:<blockquote>Palantir 的政府业务部门继续主导其综合收入增长。第二季度，Palantir 产生的政府收入为 2.32 亿美元，同比增长超过 66%。这一收入增长大部分是通过新的政府合同实现的，例如今年早些时候与国家核安全局签署的价值 9000 万美元的五年期协议，此外还有许多其他现有的长期安排，如下所示：</blockquote> <ul> <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li> <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li> <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li> <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li> </ul> What do these Milestones Imply?<blockquote><ul><li>2019 年五角大楼交易--Palantir 获得了一份为期四年、价值 4.4 亿美元的合同，提供一个可以将 “人力资源、供应链和其他陆军作战系统整合到一个仪表盘中 ”的系统。</li><li>2020 年陆军网络现代化合同--Palantir 被陆军未来司令部选中，部署其专为政府和军方使用而设计的 Gotham 平台，用于美国陆军战场网络的现代化改造。根据这一安排，Gotham 将与陆军的 “指挥所计算环境 ”（“CPCE”）系统一起使用，将来自各种战场网络的数据整合为一个网络，创建一个 “通用数据结构”。</li><li>2020 年美国海军贵族合同 – Palantir 去年击败了美国主要国防承包商雷神公司（纽约证券交易所股票代码：RTX），获得了与美国海军的第一份合同。与陆军网络现代化合同类似，价值 8000 万美元的独家来源合同评级将部署哥谭市，将分散在世界各地的美国海军军舰和飞机的数据整合到一个名为 “海军作战商业后勤企业 ”（“NOBLE”）的操作系统中。此次合作的成功也将是海军最终将人工智能整合到其现代化网络中的基础。</li><li>2020 年 “分布式公共地面系统 ”（“DCGS”）升级合同--Palantir 与英国国防和安全承包商 BAE Systems 一起获得了一份价值 8.23 亿美元的 “固定价格 ”合同，以促进 DCGS 系统的建设。根据协议，两家公司将 “争夺建立该系统战略数据平台的订单”，该平台将用于向世界各地的指挥所部署信息和情报。Palantir 周二赢得的最新合同实际上是对现有安排的更新，该公司已被选为 CD-2 项目的唯一数据分析平台提供商。CD-2计划还将用于支持“联合所有领域行动”（“JADC2”）。JADC2 是五角大楼正在实施的一项活动，旨在将美国每个军事机构的传感器连接到一个统一的网络中，这将使用数据和人工智能处理实现快速简化的传感器到射手的连接，Palantir 也是其中的参与合作伙伴。</li></ul>这些里程碑意味着什么？</blockquote> Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.<blockquote>数据是使美国外交政策与国家安全目标保持一致的最强有力的纽带。这凸显了为什么理解数据并利用数据来推动决策过程仍然是国防部的首要任务。近年来，这使得他们更加迫切需要重新连接各分支机构数据库的碎片化特征，这也是 Palantir 上文讨论的政府合同中标中的一个共同主题。</blockquote> The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.<blockquote>近年来，该政府机构与 Palantir 的合作日益增多，这证明了 Gotham 在解决美国陆军的难题方面行之有效。这应该会引起长期以来主导该行业的国防承包商的注意。</blockquote> Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.<blockquote>Palantir 在 2020 年击败雷神公司获得 NOBLE 合同，以及最近击败 BAE Systems 获得 CD-2 合同，标志着国防工业明显出现了拐点。当 Palantir 在 2020 年击败雷神公司时，美国海军称赞 Palantir 是唯一一家能够 “消除该机构传统网络所依赖的冗余、资源密集型和炉管系统 ”的竞标者。周二的合同中标进一步证明了哥谭在支持陆军网络现代化工作方面的能力和有效性，同时也提高了时间和成本效率。Palantir 最近赢得的合同清楚地表明，后者在数据管理和分析方面的技术能力尚未达到满足美国陆军网络现代化需求所需的水平。Palantir 一次又一次地向国防部证明，虽然利用数据是一个复杂的过程，但它拥有技术能力和资源来链接和理解大量信息，而不会影响时间和成本效率。Palantir 最近赢得的合同也预示着国防部将转向加强与软件和创新驱动的技术合作伙伴的合作，以实现其当前 “指挥与控制 ”架构的现代化和增强。这使得 Palantir 比以往任何时候都更接近成为 “美国所有国防项目的中央操作系统 ”的目标。</blockquote> What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?<blockquote>拜登总统的 2022 财年国防预算对 Palantir 意味着什么？</blockquote> President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.<blockquote>拜登总统提出的美国预算国防部在即将到来的财政年度也意味着政府越来越重视创新，这为 Palantir 带来了强劲的推动力。2022 财年的 7060 亿美元预算与 2021 财年预算相比保持相对持平，如果根据通货膨胀进行调整，甚至略有下降。再加上加大对人工智能和高超音速武器等新技术产品投资的目标，很明显，政府希望以更少的支出实现更多的目标。只有加速采用像Palantir提供的创新软件和系统，才能实现这种时间和成本效率。</blockquote> The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.<blockquote>五角大楼去年慷慨地为 1600 多家软件即服务初创企业提供了 15 亿美元的直接资金，这进一步证实了五角大楼对创新者的接受度不断提高。还为该行业的早期公司预留了一些每份价值高达 300 万美元的国防合同，这表明该机构正在积极努力打破大型国防承包商历来设置的高准入门槛。这表明来自美国的更大机会市场。国防部正在效仿 Palantir，为可预见的未来的进一步增长奠定了基础。</blockquote> Conclusion<blockquote>结论</blockquote> With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.<blockquote>由于 Palantir 目前的政府收入仅占美国年度国防开支总额的 1/10%，因此仍有很大的市场渗透空间。Palantir 在协助美国各军事机构进行网络现代化工作方面的良好记录，再加上国防部对创新以支持其情报需求的日益增长的需求，进一步支撑了该公司的长期增长前景。Palantir 的政府合同能力目前引领着公司的收入增长，预计这也将鼓励更广泛地采用其软件产品，并带动其商业业务的相关收入。我们相信，Palantir 公司和股票才刚刚开始触及其增长潜力的表面，预计将在未来十年实现显着的上涨空间。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-10-07 10:58\n\n</h4>\n</header>\n<article>\nSummary<blockquote>总结</blockquote> <ul> <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li> <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li> <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li> <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li> </ul> <img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\">Andreas Rentz/Getty Images Entertainment<blockquote><ul><li>在宣布赢得美国 8.23 亿美元的合同后，Palantir 的股价在盘前交易中上涨了 14%。周二军队。</li><li>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。</li><li>回顾 Palantir 近年来赢得的军事合同，可以看出其尖端技术能力如何扰乱了世界上最封闭的市场之一。</li><li>再加上五角大楼对创新日益增长的需求以支持政府情报需求，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir 已做好充分准备，在未来十年实现显着的上行空间。</li></ul>安德烈亚斯·伦茨/盖蒂图片社娱乐</blockquote> Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.<blockquote>Palantir (NYSE:PLTR) 宣布赢得美国陆军价值 8.23 亿美元的合同后，其股价在周二盘前交易中上涨了 14%。Palantir 已被美国陆军情报系统和分析项目经理选中，以促进 “能力下降 2 计划 ”（“CD-2 计划”）的部署。陆军情报界将利用 Palantir 的 Gotham 平台整合来自不同数据库的数据，并为 CD-2 计划创建一个 “数据结构和分析基础”，用于实现数据现代化和分析能力，为应对未来对国家安全的威胁做好准备。</blockquote> The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.<blockquote>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。这家硅谷初创公司turned tech unicorn近年来赢得了显著的合同，一次又一次地引起了大型军需品公司的注意。这些大型军工供应商凭借其 “深厚的人脉和数十年的政府采购经验 ”长期以来一直主导着该行业。虽然 Palantir 目前从政府合同中获得的收入在美国年度国防开支总额中仍然只是名义上的一部分，但最近的交易代表着军事情报供应行业的一个转折点，并为在可预见的未来更大的市场渗透奠定了基础。</blockquote> Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.<blockquote>Palantir 最近的里程碑只会增强我们对该股的看涨前景。我们对 28.18 美元的 12 个月目标价仍然充满信心，长期上涨空间实现轨迹指向 46.30 美元，正如我们之前对该股的报道中详细讨论的那样。</blockquote> Palantir’s History of Key Government Contract Wins<blockquote>Palantir 赢得关键政府合同的历史</blockquote> Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:<blockquote>Palantir 的政府业务部门继续主导其综合收入增长。第二季度，Palantir 产生的政府收入为 2.32 亿美元，同比增长超过 66%。这一收入增长大部分是通过新的政府合同实现的，例如今年早些时候与国家核安全局签署的价值 9000 万美元的五年期协议，此外还有许多其他现有的长期安排，如下所示：</blockquote> <ul> <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li> <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li> <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li> <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li> </ul> What do these Milestones Imply?<blockquote><ul><li>2019 年五角大楼交易--Palantir 获得了一份为期四年、价值 4.4 亿美元的合同，提供一个可以将 “人力资源、供应链和其他陆军作战系统整合到一个仪表盘中 ”的系统。</li><li>2020 年陆军网络现代化合同--Palantir 被陆军未来司令部选中，部署其专为政府和军方使用而设计的 Gotham 平台，用于美国陆军战场网络的现代化改造。根据这一安排，Gotham 将与陆军的 “指挥所计算环境 ”（“CPCE”）系统一起使用，将来自各种战场网络的数据整合为一个网络，创建一个 “通用数据结构”。</li><li>2020 年美国海军贵族合同 – Palantir 去年击败了美国主要国防承包商雷神公司（纽约证券交易所股票代码：RTX），获得了与美国海军的第一份合同。与陆军网络现代化合同类似，价值 8000 万美元的独家来源合同评级将部署哥谭市，将分散在世界各地的美国海军军舰和飞机的数据整合到一个名为 “海军作战商业后勤企业 ”（“NOBLE”）的操作系统中。此次合作的成功也将是海军最终将人工智能整合到其现代化网络中的基础。</li><li>2020 年 “分布式公共地面系统 ”（“DCGS”）升级合同--Palantir 与英国国防和安全承包商 BAE Systems 一起获得了一份价值 8.23 亿美元的 “固定价格 ”合同，以促进 DCGS 系统的建设。根据协议，两家公司将 “争夺建立该系统战略数据平台的订单”，该平台将用于向世界各地的指挥所部署信息和情报。Palantir 周二赢得的最新合同实际上是对现有安排的更新，该公司已被选为 CD-2 项目的唯一数据分析平台提供商。CD-2计划还将用于支持“联合所有领域行动”（“JADC2”）。JADC2 是五角大楼正在实施的一项活动，旨在将美国每个军事机构的传感器连接到一个统一的网络中，这将使用数据和人工智能处理实现快速简化的传感器到射手的连接，Palantir 也是其中的参与合作伙伴。</li></ul>这些里程碑意味着什么？</blockquote> Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.<blockquote>数据是使美国外交政策与国家安全目标保持一致的最强有力的纽带。这凸显了为什么理解数据并利用数据来推动决策过程仍然是国防部的首要任务。近年来，这使得他们更加迫切需要重新连接各分支机构数据库的碎片化特征，这也是 Palantir 上文讨论的政府合同中标中的一个共同主题。</blockquote> The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.<blockquote>近年来，该政府机构与 Palantir 的合作日益增多，这证明了 Gotham 在解决美国陆军的难题方面行之有效。这应该会引起长期以来主导该行业的国防承包商的注意。</blockquote> Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.<blockquote>Palantir 在 2020 年击败雷神公司获得 NOBLE 合同，以及最近击败 BAE Systems 获得 CD-2 合同，标志着国防工业明显出现了拐点。当 Palantir 在 2020 年击败雷神公司时，美国海军称赞 Palantir 是唯一一家能够 “消除该机构传统网络所依赖的冗余、资源密集型和炉管系统 ”的竞标者。周二的合同中标进一步证明了哥谭在支持陆军网络现代化工作方面的能力和有效性，同时也提高了时间和成本效率。Palantir 最近赢得的合同清楚地表明，后者在数据管理和分析方面的技术能力尚未达到满足美国陆军网络现代化需求所需的水平。Palantir 一次又一次地向国防部证明，虽然利用数据是一个复杂的过程，但它拥有技术能力和资源来链接和理解大量信息，而不会影响时间和成本效率。Palantir 最近赢得的合同也预示着国防部将转向加强与软件和创新驱动的技术合作伙伴的合作，以实现其当前 “指挥与控制 ”架构的现代化和增强。这使得 Palantir 比以往任何时候都更接近成为 “美国所有国防项目的中央操作系统 ”的目标。</blockquote> What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?<blockquote>拜登总统的 2022 财年国防预算对 Palantir 意味着什么？</blockquote> President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.<blockquote>拜登总统提出的美国预算国防部在即将到来的财政年度也意味着政府越来越重视创新，这为 Palantir 带来了强劲的推动力。2022 财年的 7060 亿美元预算与 2021 财年预算相比保持相对持平，如果根据通货膨胀进行调整，甚至略有下降。再加上加大对人工智能和高超音速武器等新技术产品投资的目标，很明显，政府希望以更少的支出实现更多的目标。只有加速采用像Palantir提供的创新软件和系统，才能实现这种时间和成本效率。</blockquote> The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.<blockquote>五角大楼去年慷慨地为 1600 多家软件即服务初创企业提供了 15 亿美元的直接资金，这进一步证实了五角大楼对创新者的接受度不断提高。还为该行业的早期公司预留了一些每份价值高达 300 万美元的国防合同，这表明该机构正在积极努力打破大型国防承包商历来设置的高准入门槛。这表明来自美国的更大机会市场。国防部正在效仿 Palantir，为可预见的未来的进一步增长奠定了基础。</blockquote> Conclusion<blockquote>结论</blockquote> With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.<blockquote>由于 Palantir 目前的政府收入仅占美国年度国防开支总额的 1/10%，因此仍有很大的市场渗透空间。Palantir 在协助美国各军事机构进行网络现代化工作方面的良好记录，再加上国防部对创新以支持其情报需求的日益增长的需求，进一步支撑了该公司的长期增长前景。Palantir 的政府合同能力目前引领着公司的收入增长，预计这也将鼓励更广泛地采用其软件产品，并带动其商业业务的相关收入。我们相信，Palantir 公司和股票才刚刚开始触及其增长潜力的表面，预计将在未来十年实现显着的上涨空间。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131458105","content_text":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.\nA look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.\nPaired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for significant upside realization going into the next decade.\n\nAndreas Rentz/Getty Images Entertainment\nPalantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a $823 million contract win with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s Gotham platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.\nPalantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our previous coverage on the stock.\nPalantir’s History of Key Government Contract Wins\nPalantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the $90 million five-year deal inked with the National Nuclear Security Administration earlier this year, in addition to many other existing long-term arrangements like the following:\n\n2019 Pentagon Deal – Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.\n2020 Army Network Modernization Contract – Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.\n2020 U.S. Navy NOBLE Contract – Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.\n2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”) – Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.\n\nWhat do these Milestones Imply?\nData is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.\nThe government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.\nPalantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.\nWhat Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?\nPresident Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a slight decrease if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.\nThe Pentagon’s growing acceptance of innovators is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.\nConclusion\nWith Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":839,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/823305870"}