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Jun 30, 2025
Palantir Q2 2025 Earnings Report
Palantir posted strong revenue and earnings growth driven by a surge in U.S. commercial demand.
Key Takeaways
Palantir delivered a strong Q2 2025 with robust growth in U.S. commercial revenue, high profitability, and significant deal activity, driven by AI adoption and enterprise demand.
Revenue grew to over $1 billion in Q2, driven by strong U.S. performance.
U.S. commercial revenue surged 93% YoY to $306 million.
EPS reached $0.13 with adjusted EPS of $0.16 and net income of $327 million.
Palantir closed 157 deals ≥ $1M, signaling strong enterprise demand.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Palantir expects strong momentum to continue into Q3 and raised its full-year guidance on revenue and U.S. commercial performance.
Positive Outlook
- Q3 revenue expected between $1.083B and $1.087B
- Guiding to 50% YoY growth in Q3 revenue
- U.S. commercial RDV reached $2.79B, up 145% YoY
- Raised FY25 revenue guidance to $4.142B–$4.150B
- Raised FY25 U.S. commercial guidance to $1.302B+ (85% YoY growth)
Challenges Ahead
- Capital expenditures increased to support expansion
- Operating lease liabilities remained high at $237.8M
- Stock-based compensation still significant at $159.9M
- Slight sequential rise in customer deposits liabilities
- No guidance provided on headcount or hiring trends
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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