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The Transcript
$PLTR: +8% AH
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$PLTR: +8% AH
Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.
Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.
We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth. tweet
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The Transcript
Palantir CEO: "Last quarter, our U.S. revenue grew 93% Y/Y, and U.S. commercial revenue grew 137% Y/Y We are also announcing a 2026 revenue growth guide of 61% Y/Y. We are an n of 1, and these numbers prove it."
$PLTR: +7% AH https://t.co/4Ei5vn6DG1
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Palantir CEO: "Last quarter, our U.S. revenue grew 93% Y/Y, and U.S. commercial revenue grew 137% Y/Y We are also announcing a 2026 revenue growth guide of 61% Y/Y. We are an n of 1, and these numbers prove it."
$PLTR: +7% AH https://t.co/4Ei5vn6DG1
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Dimitry Nakhla | Babylon Capital®
Palantir $PLTR Q4 2025 Report 🗓️
✅ REV: $1.41B (+70% YoY)
✅ EPS: $0.25 (+79% YoY)
💵 US Commercial Revenue +137% YoY
💵 US Government Revenue +66% YoY
💵 $4.26B Total Contract Value +138% YoY
⬆️ FY 2026 Revenue Guidance of 61% YoY https://t.co/7ktctAFdHM
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Palantir $PLTR Q4 2025 Report 🗓️
✅ REV: $1.41B (+70% YoY)
✅ EPS: $0.25 (+79% YoY)
💵 US Commercial Revenue +137% YoY
💵 US Government Revenue +66% YoY
💵 $4.26B Total Contract Value +138% YoY
⬆️ FY 2026 Revenue Guidance of 61% YoY https://t.co/7ktctAFdHM
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The Transcript
NXP Semiconductors CEO: "NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets."
$NXPI: -3% AH https://t.co/TbKyo0tluR
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NXP Semiconductors CEO: "NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets."
$NXPI: -3% AH https://t.co/TbKyo0tluR
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The Few Bets That Matter
$ORCL keeps falling after announcing looking for another $50B in debt for buildouts.
It doesn’t matter what you believe; your conviction, your timeframe, or how strong compute demand is.
The market is pricing risk above everything else now. That’s all that matters. https://t.co/UaOaQP8R8o
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$ORCL keeps falling after announcing looking for another $50B in debt for buildouts.
It doesn’t matter what you believe; your conviction, your timeframe, or how strong compute demand is.
The market is pricing risk above everything else now. That’s all that matters. https://t.co/UaOaQP8R8o
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Quartr
$PLTR Q4 2025
"We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models" - Alex Karp, CEO
Revenue +70%
*U.S. commercial +137%
*U.S. government +66%
Customer count +34%
Adj. EBIT +114%
*marg 57% (45)
Adj. EPS +79%
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$PLTR Q4 2025
"We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models" - Alex Karp, CEO
Revenue +70%
*U.S. commercial +137%
*U.S. government +66%
Customer count +34%
Adj. EBIT +114%
*marg 57% (45)
Adj. EPS +79%
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Fiscal.ai
Palantir Q4 Results
Government Revenue +66%
Commercial Revenue +137%
Adj. EPS +243%
Customer Count +34%
RPO +143%
Net Dollar Retention Rate 139%
$PLTR: +7.2% after hours https://t.co/MYSBOqsgJ3
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Palantir Q4 Results
Government Revenue +66%
Commercial Revenue +137%
Adj. EPS +243%
Customer Count +34%
RPO +143%
Net Dollar Retention Rate 139%
$PLTR: +7.2% after hours https://t.co/MYSBOqsgJ3
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