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Sep 30, 2025
Palantir Q3 2025 Earnings Report
Palantir reported strong Q3 2025 results with record revenue and significant growth in U.S. commercial operations.
Key Takeaways
Palantir delivered a standout quarter, achieving $1.18 billion in revenue and $476 million in net income. The company saw remarkable growth in U.S. commercial revenue and reported a Rule of 40 score of 114%, highlighting its operational efficiency and growth. Forward guidance was raised across the board, exceeding consensus expectations.
Palantir generated $1.18B in Q3 revenue, growing 63% YoY.
U.S. commercial revenue soared 121% YoY, reaching $397M.
GAAP Net Income was $476M, with strong margins across the board.
The company achieved a Rule of 40 score of 114%, indicating high growth with strong profitability.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Palantir raised full-year guidance for revenue, U.S. commercial growth, adjusted income from operations, and free cash flow, while maintaining expectations for GAAP profitability.
Positive Outlook
- Q4 revenue expected to reach up to $1.331B
- U.S. commercial revenue forecasted to exceed $1.433B for FY25
- FY25 revenue guidance raised to $4.4B
- Adjusted free cash flow guidance raised to $2.1B
- Continued GAAP net income expected in every quarter
Challenges Ahead
- No new major government contract updates mentioned
- Potential macroeconomic and geopolitical risks remain
- Stock-based compensation remains a large expense
- Uncertainty around revenue recognition on some commercial contracts
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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