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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":823391120,"tweetId":"823391120","gmtCreate":1633578939589,"gmtModify":1633578940106,"author":{"id":3575639261045142,"idStr":"3575639261045142","authorId":3575639261045142,"authorIdStr":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":30,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like and comment</p></body></html>","htmlText":"<html><head></head><body><p>Like and comment</p></body></html>","text":"Like and comment","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/823391120","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":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <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 significant upside realization going into the next decade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir宣布与美国赢得8.23亿美元合同后，其股价在盘前交易中上涨了14%。周二参军。</li><li>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过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>再加上五角大楼对支持政府情报需求的创新需求不断增长，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir处于有利地位，可以在未来十年实现显着的上行空间。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir'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.</p><p><blockquote>Palantir(NYSE：PLTR)宣布与美国陆军签订价值8.23亿美元的合同后，其股价周二在盘前交易中上涨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平台来整合来自不同数据库的数据，并为CD-2计划创建“数据结构和分析基础”，该基础将用于实现应对未来威胁所需的数据现代化和分析能力。国家安全。</blockquote></p><p> 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 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.</p><p><blockquote>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过7000亿美元。这家硅谷初创企业转型为科技独角兽，近年来赢得了大量合同，多次引起大型军事供应公司的注意。大型军事供应商凭借其“深厚的联系和数十年的政府采购流程经验”长期以来主导着该行业。虽然Palantir目前来自政府合同的收入仍占美国年度国防支出总额的名义部分，但最近的交易代表了军事情报供应行业的一个拐点，并为在可预见的未来更大的市场渗透率奠定了基础。</blockquote></p><p> 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 previous coverage on the stock.</p><p><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></p><p> <b>Palantir’s History of Key Government Contract Wins</b></p><p><blockquote><b>Palantir赢得重要政府合同的历史</b></blockquote></p><p> 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 $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:</p><p><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为政府创造了2.32亿美元的收入，同比增长超过66%。大部分收入增长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，例如：</blockquote></p><p></p><p> <ul> <li>2019 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”.</li> <li>2020 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”.</li> <li>2020 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.</li> <li>2020 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.</li> </ul> <b>What do these Milestones Imply?</b></p><p><blockquote><ul><li>2019年五角大楼交易——Palantir获得了一份价值4.4亿美元的为期四年的合同，提供一个可以将“人力资源、供应链和其他陆军运营系统链接到一个仪表板中”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Gotham平台，该平台专为政府和军队使用而设计，用于美国陆军战场网络的现代化。根据安排，Gotham将与陆军的“指挥所计算环境”（“CPCE”）系统一起使用，将来自各个战场网络的数据整合为一个，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，8000万美元的唯一来源合同评级部署哥谭，将美国海军分散在世界各地的军舰和飞机的数据整合到一个名为“海军作战业务后勤企业”（“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集成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。根据该安排，两家公司将“争夺为该系统构建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，它已被选为CD-2计划的唯一数据分析平台提供商。CD-2计划还将用于支持“联合全域作战”（“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><b>这些里程碑意味着什么？</b></blockquote></p><p> 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.</p><p><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。这强调了为什么理解数据并利用它来推动决策过程仍然是国防部的首要任务。近年来，这增加了他们重新连接跨子部门建立的数据库的碎片性质的紧迫性，这是上面讨论的Palantir赢得政府合同的一个共同主题。</blockquote></p><p> 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.</p><p><blockquote>近年来，该政府机构与Palantir的合作不断增加，这证明了Gotham在利用不同的数据源解决美国陆军令人头疼的问题方面的有效性。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></p><p> 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.</p><p><blockquote>Palantir在2020年赢得了雷神公司的NOBLE合同，以及最近在CD-2合同上击败了BAE Systems，标志着国防工业的一个明显拐点。当Palantir在2020年击败雷神公司时，美国海军称赞Palantir是唯一能够“消除该机构遗留网络所依赖的冗余、资源密集型和烟囱式系统”的投标人。周二赢得的合同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，同时也实现了时间和成本效益。Palantir最近的合同战胜了历史上主导该行业的紧密国防承包商群体，这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“指挥和控制”架构的现代化和增强。这使得Palantir比以往任何时候都更接近他们成为“所有美国国防项目的中央操作系统”的目标。</blockquote></p><p> <b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p><p><blockquote><b>拜登总统的2022财年国防预算对Palantir意味着什么？</b></blockquote></p><p></p><p> 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 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.</p><p><blockquote>拜登总统提出的美国预算。国防部在下一财年的表现也意味着政府对创新的偏好日益增强，这为Palantir带来了强劲的推动力。2022财年的7060亿美元预算与2021财年预算相比相对持平，如果根据通胀进行调整，甚至略有下降。再加上对人工智能和高超音速武器等新技术产品进行更多投资的目标，很明显，政府希望以更少的支出实现更多目标。只有加速采用Palantir提供的创新软件和系统，才能实现这种时间和成本效益。</blockquote></p><p> The 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.</p><p><blockquote>五角大楼对创新者的接受度越来越高，这进一步证实了他们去年慷慨地支持了1600多家软件即服务初创企业，提供了15亿美元的直接资金。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史上建立的高进入壁垒。这标志着来自美国的更大市场机会。国防部正在追随Palantir的脚步，支撑在可预见的未来进一步增长。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> 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.</p><p><blockquote>Palantir目前的政府收入仅占美国年度国防开支总额的1/10，因此市场渗透仍有很大的空间。Palantir在协助美国各军事机构网络现代化工作方面的记录，加上国防部对支持其情报需求的创新需求不断增长，进一步增强了该公司的长期增长前景。Palantir的政府合同能力目前引领着该公司的收入增长，预计也将鼓励更广泛地采用其软件产品，并推动其商业业务的相邻收入。我们相信Palantir，无论是公司还是股票，都只是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。</blockquote></p><p></p>","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<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-07 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <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 significant upside realization going into the next decade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir宣布与美国赢得8.23亿美元合同后，其股价在盘前交易中上涨了14%。周二参军。</li><li>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过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>再加上五角大楼对支持政府情报需求的创新需求不断增长，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir处于有利地位，可以在未来十年实现显着的上行空间。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir'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.</p><p><blockquote>Palantir(NYSE：PLTR)宣布与美国陆军签订价值8.23亿美元的合同后，其股价周二在盘前交易中上涨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平台来整合来自不同数据库的数据，并为CD-2计划创建“数据结构和分析基础”，该基础将用于实现应对未来威胁所需的数据现代化和分析能力。国家安全。</blockquote></p><p> 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 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.</p><p><blockquote>这一公告进一步支持了Palantir近年来不断努力增加其在美国年度国防开支中的市场份额，目前美国年度国防开支超过7000亿美元。这家硅谷初创企业转型为科技独角兽，近年来赢得了大量合同，多次引起大型军事供应公司的注意。大型军事供应商凭借其“深厚的联系和数十年的政府采购流程经验”长期以来主导着该行业。虽然Palantir目前来自政府合同的收入仍占美国年度国防支出总额的名义部分，但最近的交易代表了军事情报供应行业的一个拐点，并为在可预见的未来更大的市场渗透率奠定了基础。</blockquote></p><p> 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 previous coverage on the stock.</p><p><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></p><p> <b>Palantir’s History of Key Government Contract Wins</b></p><p><blockquote><b>Palantir赢得重要政府合同的历史</b></blockquote></p><p> 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 $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:</p><p><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为政府创造了2.32亿美元的收入，同比增长超过66%。大部分收入增长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，例如：</blockquote></p><p></p><p> <ul> <li>2019 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”.</li> <li>2020 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”.</li> <li>2020 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.</li> <li>2020 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.</li> </ul> <b>What do these Milestones Imply?</b></p><p><blockquote><ul><li>2019年五角大楼交易——Palantir获得了一份价值4.4亿美元的为期四年的合同，提供一个可以将“人力资源、供应链和其他陆军运营系统链接到一个仪表板中”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Gotham平台，该平台专为政府和军队使用而设计，用于美国陆军战场网络的现代化。根据安排，Gotham将与陆军的“指挥所计算环境”（“CPCE”）系统一起使用，将来自各个战场网络的数据整合为一个，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，8000万美元的唯一来源合同评级部署哥谭，将美国海军分散在世界各地的军舰和飞机的数据整合到一个名为“海军作战业务后勤企业”（“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集成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。根据该安排，两家公司将“争夺为该系统构建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，它已被选为CD-2计划的唯一数据分析平台提供商。CD-2计划还将用于支持“联合全域作战”（“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><b>这些里程碑意味着什么？</b></blockquote></p><p> 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.</p><p><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。这强调了为什么理解数据并利用它来推动决策过程仍然是国防部的首要任务。近年来，这增加了他们重新连接跨子部门建立的数据库的碎片性质的紧迫性，这是上面讨论的Palantir赢得政府合同的一个共同主题。</blockquote></p><p> 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.</p><p><blockquote>近年来，该政府机构与Palantir的合作不断增加，这证明了Gotham在利用不同的数据源解决美国陆军令人头疼的问题方面的有效性。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></p><p> 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.</p><p><blockquote>Palantir在2020年赢得了雷神公司的NOBLE合同，以及最近在CD-2合同上击败了BAE Systems，标志着国防工业的一个明显拐点。当Palantir在2020年击败雷神公司时，美国海军称赞Palantir是唯一能够“消除该机构遗留网络所依赖的冗余、资源密集型和烟囱式系统”的投标人。周二赢得的合同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，同时也实现了时间和成本效益。Palantir最近的合同战胜了历史上主导该行业的紧密国防承包商群体，这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“指挥和控制”架构的现代化和增强。这使得Palantir比以往任何时候都更接近他们成为“所有美国国防项目的中央操作系统”的目标。</blockquote></p><p> <b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p><p><blockquote><b>拜登总统的2022财年国防预算对Palantir意味着什么？</b></blockquote></p><p></p><p> 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 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.</p><p><blockquote>拜登总统提出的美国预算。国防部在下一财年的表现也意味着政府对创新的偏好日益增强，这为Palantir带来了强劲的推动力。2022财年的7060亿美元预算与2021财年预算相比相对持平，如果根据通胀进行调整，甚至略有下降。再加上对人工智能和高超音速武器等新技术产品进行更多投资的目标，很明显，政府希望以更少的支出实现更多目标。只有加速采用Palantir提供的创新软件和系统，才能实现这种时间和成本效益。</blockquote></p><p> The 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.</p><p><blockquote>五角大楼对创新者的接受度越来越高，这进一步证实了他们去年慷慨地支持了1600多家软件即服务初创企业，提供了15亿美元的直接资金。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史上建立的高进入壁垒。这标志着来自美国的更大市场机会。国防部正在追随Palantir的脚步，支撑在可预见的未来进一步增长。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> 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.</p><p><blockquote>Palantir目前的政府收入仅占美国年度国防开支总额的1/10，因此市场渗透仍有很大的空间。Palantir在协助美国各军事机构网络现代化工作方面的记录，加上国防部对支持其情报需求的创新需求不断增长，进一步增强了该公司的长期增长前景。Palantir的政府合同能力目前引领着该公司的收入增长，预计也将鼓励更广泛地采用其软件产品，并推动其商业业务的相邻收入。我们相信Palantir，无论是公司还是股票，都只是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。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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":1899,"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":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/823391120"}
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