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Mar 31, 2025
Palantir Q1 2025 Earnings Report
Palantir posted strong Q1 2025 results with robust revenue growth and increased profitability.
Key Takeaways
Palantir exceeded expectations in Q1 2025 with 39% year-over-year revenue growth, strong profitability, and significant expansion in U.S. commercial operations driven by AI demand.
Revenue grew 39% year-over-year to $883,855,000.
Net income attributable to common stockholders reached $214,031,000.
Adjusted EPS came in at $0.13, while GAAP EPS was $0.08.
U.S. commercial revenue crossed a $1B annual run rate with 71% year-over-year growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Palantir raised full-year guidance, projecting sustained profitability and robust revenue growth driven by demand for its AI platform.
Positive Outlook
- FY2025 revenue guidance raised to $3.890–$3.902 billion.
- U.S. commercial revenue guidance increased to over $1.178 billion.
- Adjusted income from operations expected to reach $1.711–$1.723 billion.
- Adjusted free cash flow guidance raised to $1.6–$1.8 billion.
- Continued GAAP net income expected each quarter.
Challenges Ahead
- Stock-based compensation remains high at $155,339,000.
- Large reliance on U.S. government and commercial markets.
- Free cash flow includes adjustments related to employer payroll taxes.
- Contracts remain subject to termination provisions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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