PLTR
Palantir Technologies Inc.187.75
+4.50+2.46%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Q&A reinforces bootcamp-driven acceleration
Q&A largely reaffirmed prepared remarks' blowout results, emphasizing AIP bootcamps slashing sales cycles as C-suite owners demand enterprise-wide reorgs in months. Customers, burned by ineffective alternatives, now seek Palantir-orchestrated transformations for unit economics overhaul. Internally, AI FDE supercharged FDE productivity, enabling 63% revenue growth on just 10% headcount rise. Analysts quizzed on velocity shifts and gov opps like Golden Dome; management highlighted network effects, Maven, and staying tribal amid scale. No hedges surfaced. Alex remained combative. Watch US commercial velocity endure.
Key Stats
Market Cap
447.49BP/E (TTM)
436.63Basic EPS (TTM)
0.43Dividend Yield
0%Recent Filings
10-Q
Q3 FY2025 results
Palantir crushed Q3 with revenue jumping 63% y/y to $1.2B (derived), driven by 73% commercial growth and 55% government gains, while gross margin held steady at 82%. Operating income soared 248% y/y to $393M (derived), diluted EPS climbed to $0.18 from $0.06 on 2.57B shares—reconciles cleanly. Cash from operations hit $1.4B YTD, bolstered by $1.6B cash equivalents and $4.8B marketable securities; $500M revolver sits undrawn. Contribution margins hit 66% across segments. U.S. dominates at 75% revenue. Yet government budget shifts loom.
8-K
Palantir Q3 revenue soars 63%
Palantir Technologies crushed Q3 2025 expectations with revenue surging 63% year-over-year to $1.181 billion, driven by explosive 121% growth in U.S. commercial revenue to $397 million and 52% in U.S. government to $486 million. The company closed a record $2.76 billion in total contract value, up 151%, while achieving a stellar 114% Rule of 40 score and $476 million in GAAP net income. Palantir raised full-year revenue guidance to $4.396-$4.400 billion, signaling sustained AI-fueled momentum. Yet risks like contract terminations loom large.
10-Q
Q2 FY2025 results
Palantir Technologies Inc. reported robust Q2 FY2025 results ended June 30, 2025, with revenue surging 48% y/y to $1.0B, driven by 49% growth in government revenue to $553M and 47% in commercial to $451M, while gross margin held steady at 81%. Operating income jumped to $269M from $105M y/y, reflecting disciplined cost management amid 22% rise in total operating expenses to $541M, and diluted EPS climbed to $0.13 from $0.06, reconciling to 2.56B weighted-average shares. Cash from operations reached $850M YTD, bolstering $6.0B in cash and equivalents plus marketable securities, with no debt and $500M revolver availability under covenants met. Yet competition in AI-driven analytics intensifies, pressuring margins if pricing erodes.
8-K
Palantir Q2 revenue soars 48%
Palantir Technologies crushed Q2 2025 expectations with revenue hitting $1.004 billion, up 48% year-over-year, fueled by 93% U.S. commercial growth to $306 million and 53% U.S. government surge to $426 million. The company notched a stellar 94% Rule of 40 score, $327 million GAAP net income, and $569 million adjusted free cash flow, while closing $2.27 billion in total contract value. It raised full-year revenue guidance to $4.142–$4.150 billion at 45% growth. Momentum builds, yet contract terminations loom as a risk.
8-K
Annual meeting elects directors
Palantir Technologies held its 2025 annual stockholder meeting on June 5, electing seven directors—Alexander Karp, Stephen Cohen, Peter Thiel, Alexander Moore, Alexandra Schiff, Lauren Friedman Stat, and Eric Woersching—with strong support amid some withheld votes for key insiders. Shareholders ratified Ernst & Young as auditors for the fiscal year ending December 31, 2025, with overwhelming approval. Voting reflects robust governance alignment. Yet, broker non-votes hit 414 million shares.
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