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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-pltr-q2-2026-earnings-ai-software-government-commercial-watch@catalyst-calendar.local
DTSTAMP:20260720T200648Z
DTSTART:20260803T200000Z
DTEND:20260803T223000Z
SUMMARY:Palantir Q2 2026财报与AI软件商业化/政府订单指引窗口
DESCRIPTION:Palantir下一次财报日期尚未由公司正式公告，商业日历估算为2026年8月3日盘后。作为美股AI软件高弹性标的，Q2财报将验证AIP商业化、美国商业客户增长、政府订单和利润率，对AI应用软件估值和高贝塔主题有外溢影响。\\nImpact score: 79\\nExpected: 市场将关注AIP收入转化、美国商业客户数、净留存、政府订单、全年收入/利润指引和AI软件估值可持续性。\\nAffected: PLTR(subject\, unknown\, score 78)\; IGV(etf\, mixed\, score 50)\; SNOW(peer\, mixed\, score 45)\; MSFT(peer\, mixed\, score 42)\\nSources: Palantir Investor Relations: https://investors.palantir.com/\\nWall Street Horizon Palantir earnings calendar: https://www.wallstreethorizon.com/palantir-earnings-calendar\\nPalantir SEC company filings: https://www.sec.gov/edgar/browse/?CIK=1321655\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-pltr-q2-2026-earnings-ai-software-government-commercial-watch
CATEGORIES:earnings\,US\,earnings\,AI software\,AIP\,government contracts\,guidance
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Palantir Q2 2026财报与AI软件商业化/政府订单指引窗口
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DESCRIPTION:Complete post-event review: Palantir Q2 2026财报与AI软件商业化/政府订单指引窗口
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