UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (State or other jurisdiction of incorporation or organization) 1200 17th Street, Floor 15 Denver, Colorado 80202 Delaware 68-0551851 (I.R.S. Employer Identification No.) (Address of principal ...

Q1 Business Update ©2025 Palanr Technologies Inc. This presentaon may also contain links or references to publicly-available or third-party websites, data, or other informaon. We have not independently verified the accuracy or completeness of such websites, data, or informaon and accordingly we make no representaons as to their accuracy or completeness nor do we undertake to update such data or informaon aer the date of this presentaon. The inclusion of, or reference to, links or third-party data or informa ...

Palantir (PLTR) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Afternoon. I'm Anna Sorrow from Palantir's finance team, and I'd like to welcome you to our first quarter twenty twenty five earnings call. We'll be discussing the results announced in our press release issued after the market closed and posted on our Investor Relations website. During the call, we will make statements regarding our business that may be considered forward looking within applicable securities laws, including statements r ...

Financial Data and Key Metrics Changes - Revenue grew 39% year over year, exceeding prior guidance by nearly 350 basis points, and representing an 1,800 basis point increase compared to Q1 of last year [24] - Adjusted operating margin was 44%, an 800 basis point increase compared to the first quarter of last year [26] - Rule of 40 score increased from 81 in Q4 to 83 in Q1 [5][27] - Adjusted free cash flow was $370 million, representing a margin of 42% [41] Business Line Data and Key Metrics Changes - US revenue grew 55% year over year, making up 71% of overall business [4][28] - US commercial revenue grew 71% year over year and 19% sequentially, surpassing a billion-dollar annual run rate for the first time [24][25] - US Government revenue grew 45% year over year and 9% sequentially [26][35] - International commercial revenue declined 5% year over year and 11% sequentially [34] Market Data and Key Metrics Changes - Customer count grew 39% year over year to 769 customers [29] - Revenue from the top 20 customers increased 26% year over year to $70 million per customer [29] - Total remaining deal value in the US commercial business grew 127% year over year [33] Company Strategy and Development Direction - The company is focused on leveraging AI to drive business outcomes and enhance enterprise autonomy [15][18] - Continued investment in AIP and technical hiring is expected to increase expenses significantly in 2025 [39] - The company aims to capitalize on the growing demand for AI in both commercial and government sectors [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver tangible impact for customers amid economic uncertainty [13] - The company anticipates continued strong demand for its products, particularly in the US market [12][44] - Management highlighted the importance of adaptability in the current business environment [12][46] Other Important Information - The company closed $930 million in commercial TCV bookings, representing 84% growth year over year [31] - Adjusted gross margin was 82% for the quarter [39] - The company ended the quarter with $5.4 billion in cash and cash equivalents [41] Q&A Session Summary Question: How does Palantir plan to sustain its competitive advantage in AI? - The advantage lies in ontology, which positions AIP to capture the expanding capabilities of raw LLMs and turn them into business value [53][54] Question: How will the current US administration's focus on reducing federal spend impact contracts? - The government is focusing on eliminating ineffective spending, which could benefit Palantir as it provides effective solutions [55][56] Question: Is there an opportunity to gain more share of budgets in the government sector? - The company is optimistic about gaining more budget share as meritocracy increases within government agencies [61][62] Question: Are there opportunities for software to add value in European defense buildup? - The company is interested in helping Europe with manufacturing challenges related to rearmament, but recognizes that Europe is still catching up on AI [68][72]

Palantir一季度调整后EPS为0.13美元，符合分析师预期。 一季度营收8.839亿美元，分析师预期8.629亿美元。 预计全年调整后运营利润17.1亿-17.2亿美元，分析师预期15.8亿美元。 预计二季度营收9.34亿-9.38亿美元，分析师预期9.041亿美元。 公司CEO Karp称，在人工智能（AI）技术应用方面实施"结构性调整"。 Palantir（PLTR）美股盘后跌5.84%。 一季度调整后EBITDA为3.973亿美元，分析师预期3.71亿美元。 预计全年营收38.9亿-39.0亿美元，公司原本预计37.4亿-37.6亿美元。 预计全年美国商业营收将超过11.8亿美元。 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Exhibit 99.1 Palantir Reports Q1 2025 Revenue Growth of 39% Y/Y, U.S. Revenue Growth of 55% Y/Y; Raises FY 2025 Revenue Guidance to 36% Y/Y Growth and U.S. Comm Revenue Guidance to 68% Y/Y, Crushing Consensus Expectations 5/5/2025 DENVER — (BUSINESS WIRE) — Palantir Technologies Inc. (NASDAQ:PLTR) today announced financial results for the first quarter ended March 31, 2025. "Our Rule of 40 score increased to 83% in the last quarter, once again breaking the metric. We are in the middle of a tectonic shift in ...

Palantir Technologies Inc PLTR will report its first-quarter earnings on Monday. Wall Street expects 13 cents in EPS and $862.83 million in revenues when the company reports after market hours.The stock is up 392.98% over the past year and 65.29% year-to-date.Let’s examine the charts for Palantir stock and how it compares to Wall Street estimates.Read Also: Palantir Climbs Above $126 In Overnight Robinhood Trading: ‘So Many Bears Out There,’ Says Lawrence McDonaldIs Palantir Stock Overheating Ahead Of Q1 Ea ...

智通财经APP注意到，Palantir(PLTR.US)的投资者正押注周一盘后公布的业绩将再次惊艳市场，但近期股价飙升已为本次财报设定了极高的达标门槛。 当其他人工智能公司和动量股宠儿因关税相关不确定性而停滞不前时，Palantir延续了去年340%的暴涨势头。该股不仅是特朗普总统约一个多月前宣布关税 以来表现最佳的股票，也是标普500指数今年涨幅最大的成分股(上涨64%)，目前仅略低于2月创下的历史高点。 数据显示，该公司的软件被广泛应用于军事和政府领域，分析师对其前景越来越乐观。过去一个季度，市场对其2025年调整后盈利的预期上调近15%，收入 预期同期增长超6%。 然而这些预期增幅未能跟上股价上涨步伐，导致估值全面膨胀。该股基于预期盈利的市盈率超过200倍，成为纳斯达克100指数中最贵的成分股；基于预期销 售额的市销率超70倍，仅次于比特币代理公司Strategy Inc.。 "估值一直是难以解释的部分，当基本面开始放缓时，持有高价股的风险很大，因为涌入的热钱可能以同样速度撤离，"Firsthand Capital Management首席投 资官Kevin Landis表示，"我一直在减仓，但很犹豫， ...

Palantir stock has been on a tear over the last two years, but the company's valuation may be peaking.The allure of artificial intelligence (AI) has dominated the stock market for over two years. AI is not just an interest among investors -- it's become a bit of an obsession. And one stock that investors just can't seem to get enough of is data analytics specialist Palantir Technologies (PLTR 6.77%).As of this writing (April 30), Palantir stock sports a share price of roughly $117 -- just a stone's throw aw ...