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Dec 31, 2025
Palantir Q4 2025 Earnings Report
Palantir delivered strong revenue growth and record profitability in the fourth quarter.
Key Takeaways
Palantir reported strong Q4 performance with solid revenue growth, high operating margins, and robust U.S. commercial execution, resulting in record profitability.
Revenue reached a quarterly record driven by U.S. commercial strength
Operating and net income margins remained elevated
U.S. government and commercial segments both delivered growth
Strong cash generation supported balance sheet strength
Revenue by Geographic Location
Forward Guidance
Management provided confident full-year 2026 guidance supported by continued U.S. commercial momentum.
Positive Outlook
- Strong expected full-year revenue growth
- Continued expansion in U.S. commercial business
- Sustained profitability expected each quarter
- Healthy adjusted operating income outlook
- Robust free cash flow expectations
Challenges Ahead
- Macroeconomic uncertainty could affect customer spending
- Government revenue timing may remain uneven
- Stock-based compensation remains elevated
- Long sales cycles may impact near-term visibility
- Dependence on U.S. market concentration
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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