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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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The Few Bets That Matter
$PLTR showing you why 100x sales is cheaper than 10x PE $PYPL https://t.co/bCu1xvmLxH
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$PLTR showing you why 100x sales is cheaper than 10x PE $PYPL https://t.co/bCu1xvmLxH
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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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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 $1.4B in revenue Q4 25, a new record in our 23-year history—representing a 70% growth rate over the same period the year before. Such a massive acceleration in growth, for a company of this scale and size, is a remarkable achievement." https://t.co/7q8CWto4tO
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$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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Palantir's Remaining Performance Obligations just exploded.
Up 143% YoY
$PLTR https://t.co/d6GuGmQwNK
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