Fiscal.ai
Palantir reported earnings at 4:09PM EST

All Financial Data was live at 4:14PM EST on Fiscal AI

⚡⚡ https://t.co/UqtxowAmrd
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The Transcript
$PLTR CEO: "We generated $1.4B in revenue Q4 25, a new record in our 23-year history—representing a 70% growth rate over the same period the year before. Such a massive acceleration in growth, for a company of this scale and size, is a remarkable achievement." https://t.co/7q8CWto4tO
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Fiscal.ai
Palantir's Remaining Performance Obligations just exploded.

Up 143% YoY

$PLTR https://t.co/d6GuGmQwNK
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App Economy Insights
$PLTR Palantir Q4 FY25:

• Net dollar retention 139% (+19pp Y/Y).
• Revenue +70% Y/Y to $1.4B ($60M beat).
• Non-GAAP EPS $0.25 ($0.02 beat).

FY26 guidance:
• Revenue +61% Y/Y to ~$7.2B ($0.9B beat).
• Adjusted margin 57% (+7pp Y/Y). https://t.co/FYpg6ReghF
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The Transcript
$PLTR CEO: "...our U.S. commercial business,...is now growing at an astonishing rate, generating $507Mlast quarter—+137%Y/Y...To be clear, our U.S. commercial business has more than doubled in the space of twelve months." https://t.co/SjrrXfbgu0
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Brady Long
The jump from “make a 30-second product demo video” to “scrape 100 LinkedIn profiles, extract emails, send campaigns, and deploy an app” is so unhinged in the best way...

@claudeai just got a massive upgrade today and I am proud to be part of it. From today on, Claude can generate videos, podcasts or host apps just like Lovable and Replit.

We just launched SkillBoss a skill plugin for Claude that enables Claude to:
✅ Generate videos, images, audio, postcast
✅Build apps with logins, DBs, & payments built-in
✅ Send bulk marketing campaigns
✅ Host custom domains
SkillBoss credit will cover all of the above with access to VEO, ElevenLabs, Sora API and 50 more.

All you need is to go to https://t.co/NWiMQCyZyv, download https://t.co/rmjxhk9xiq and drag to Claude. Then ask Claude to "make a cat video" or "build an app that charges $5"!
SkillBoss also works with Codex, Codex, OpenCode and even OpenClaw(yeah I know!)

To celebrate the launch, if you comment "skillboss", you will get 15 credit for free. - Xiaoyin Qu
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Dimitry Nakhla | Babylon Capital®
$AXON in one of its largest drawdowns in the past decade (-47%), & the forward multiple has been halved from 130x to 66x today.

$AXON remains a quality business with strong secular tailwinds, but even after the compression, the valuation is still demanding. https://t.co/uJz8rovMhm
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God of Prompt
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App Economy Insights
$PLTR Palantir's US commercial revenue just hit $507M in Q4 (+137% Y/Y).

Absolutely insane growth in the past year. https://t.co/w1Y9ipBqwi
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