Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.21, delivering a surprise of +23.53%.Over the last four quarters, ...

After rising 0.80% during today's regular market hours, Palantir (NASDAQ: PLTR) shares are soaring in after-hours trading. In addition to the tech company releasing its fourth-quarter 2025 financial results, management's encouraging 2026 guidance is providing investors with ample reasons to click the buy button on the data and software specialist's stock. As of 5:35 p.m., Palantir stock is up 5.1% from its closing price of $147.76 during today's regular market session. Where to invest $1,000 right now? Ou ...

Financial Data and Key Metrics Changes - In Q4 2025, overall revenue surged 70% year-over-year, marking the highest growth rate as a public company [4] - The Rule of 40 score reached 127, up 46 points year-over-year and 13 points quarter-over-quarter [4][17] - Full-year 2025 revenue grew 56% year-over-year, with guidance for full-year 2026 revenue at $7.190 billion, representing 61% growth year-over-year [17][29] - Adjusted operating income for Q4 was $798 million, representing a 57% margin, exceeding prior guidance by 500 basis points [18][26] - Full-year adjusted free cash flow was $2.3 billion, representing a 51% margin and 82% growth year-over-year [18] Business Line Data and Key Metrics Changes - U.S. commercial business grew 137% year-over-year and 28% sequentially, while U.S. government business grew 66% year-over-year and 17% sequentially [4][18] - Fourth quarter commercial revenue grew 82% year-over-year to $677 million, with full-year commercial revenue growing 60% year-over-year to $2.073 billion [21] - Fourth quarter government revenue grew 60% year-over-year to $730 million, with full-year government revenue growing 53% year-over-year to $2.402 billion [23] Market Data and Key Metrics Changes - U.S. revenue in Q4 grew 93% year-over-year to $1.076 billion, with full-year U.S. revenue growing 75% year-over-year to $3.320 billion [19] - International commercial revenue grew 8% year-over-year in Q4 to $171 million, while full-year international commercial revenue grew 2% year-over-year to $608 million [22] - Fourth quarter international government revenue grew 43% year-over-year to $160 million, with full-year international government revenue growing 47% year-over-year to $547 million [24] Company Strategy and Development Direction - The company focuses on delivering real-world value through AI, positioning itself as a leader in enterprise software that maximally leverages AI models [5][10] - The strategy includes moving customers from AI adopters to AI-native enterprises, emphasizing the importance of speed to production and transformational scale [8][10] - The company is committed to investing in product development and elite technical talent while maintaining GAAP profitability [26][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2026 with strong momentum, highlighting the convergence of two decades of development into current success [9] - The management noted that the demand for advanced software solutions is growing, particularly in the U.S. government sector, driven by global threats and budgetary pressures [9][41] - There is a recognition of the challenges in international markets, particularly in Europe, where adoption of advanced products is lagging [41][42] Other Important Information - The company closed its highest-ever quarter of TCV bookings at $4.3 billion, up 138% year-over-year [19][24] - Customer count grew 34% year-over-year to 954 customers, with revenue from the top 20 customers increasing 45% year-over-year to $94 million per customer [20][24] - The company ended Q4 with $11.2 billion in total remaining deal value, an increase of 105% year-over-year [25] Q&A Session Summary Question: How is the company thinking about its international business and potential reacceleration? - Management indicated that the challenge lies in the ability of allies to recognize the need for advanced products, with a focus on the U.S. market due to high demand [41][42] Question: Has there been a change in corporate hesitancy to implement AI? - Management noted that there is a shift towards customers recognizing the value of AI, with more serious inquiries and a willingness to engage in larger projects [47][51] Question: Is there potential for developing additional operational systems like ShipOS? - Management confirmed that there is interest in expanding the operational systems to other military applications, indicating a broad scope for future developments [58]

Financial Data and Key Metrics Changes - In Q4 2025, overall revenue surged 70% year-over-year, marking the highest growth rate as a public company [3] - The Rule of 40 score reached 127, up 46 points year-over-year and 13 points quarter-over-quarter [3][17] - Full year 2025 revenue grew 56% year-over-year to $4.475 billion, with Q4 U.S. revenue growing 93% year-over-year to $1.076 billion [18][19] - Adjusted operating income for Q4 was $798 million, representing a 57% margin, exceeding prior guidance by 500 basis points [18][26] - Full year adjusted free cash flow was $2.3 billion, representing a 51% margin and 82% growth year-over-year [18][29] Business Line Data and Key Metrics Changes - U.S. commercial business grew 137% year-over-year and 28% sequentially, while U.S. government business grew 66% year-over-year and 17% sequentially [18][24] - Fourth quarter commercial revenue grew 82% year-over-year to $677 million, with full year commercial revenue growing 60% year-over-year to $2.073 billion [21] - Fourth quarter government revenue grew 60% year-over-year to $730 million, with full year government revenue growing 53% year-over-year to $2.402 billion [23][24] Market Data and Key Metrics Changes - The U.S. business now accounts for 77% of total revenue, up 93% year-over-year [3] - Customer count grew 34% year-over-year to 954 customers, with trailing 12-month revenue from top 20 customers increasing 45% year-over-year to $94 million per customer [19][20] - International commercial revenue grew 2% year-over-year to $608 million, while international government revenue grew 47% year-over-year to $547 million [22][24] Company Strategy and Development Direction - The company focuses on leveraging AI to transform customer operations, moving them from AI adopters to AI-native enterprises [4][7] - Palantir aims to deliver real-world value by maximizing the use of AI models in production, distinguishing itself from competitors [4][5] - The company is committed to investing in product development and elite technical talent while maintaining GAAP profitability [26][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2026 with strong momentum, highlighting the convergence of two decades of development into current success [9] - The company anticipates continued demand for AI solutions, particularly in the U.S. government sector, driven by global threats and budgetary pressures [9][41] - Management acknowledged challenges in international markets, particularly in Europe, where adoption of advanced products is slower [41][42] Other Important Information - The company closed its highest-ever quarter of TCV bookings at $4.3 billion, up 138% year-over-year [19][24] - Adjusted gross margin for Q4 was 86%, with adjusted expenses increasing 34% year-over-year due to investments in AIP and technical hiring [26][27] - The company ended Q4 with $11.2 billion in total remaining deal value, an increase of 105% year-over-year [25] Q&A Session Summary Question: How is the company thinking about its international business and potential reacceleration? - Management noted that while there is significant demand in the U.S., challenges exist in international markets due to the need for advanced products and the purchasing structures of allied countries [41][42] Question: Is there a change in customer hesitancy towards AI implementation? - Management observed a shift in customer conversations, with more clients recognizing the effectiveness of Palantir's solutions and seeking to accelerate implementation [47][51] Question: Are there opportunities for new operational systems in defense? - Management confirmed ongoing discussions about expanding capabilities beyond current offerings, including potential applications in various military systems [58][59]

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and inco ...

Financial Data and Key Metrics Changes - In Q4 2025, overall revenue surged 70% year-over-year, marking the highest growth rate as a public company, with U.S. business revenue growing 93% year-over-year [3][17] - The Rule of 40 score reached 127, up 46 points year-over-year and 13 points quarter-over-quarter, indicating strong growth and profitability [3][28] - Full year 2025 revenue grew 56% year-over-year to $4.475 billion, with a guidance for 2026 revenue of $7.190 billion, representing 61% growth year-over-year [17][30] Business Line Data and Key Metrics Changes - U.S. commercial business grew 137% year-over-year and 28% sequentially, while U.S. government business grew 66% year-over-year and 17% sequentially [18][24] - Fourth quarter commercial revenue grew 82% year-over-year to $677 million, with full year commercial revenue growing 60% year-over-year to $2.073 billion [20][21] - Fourth quarter government revenue grew 60% year-over-year to $730 million, with full year government revenue growing 53% year-over-year to $2.402 billion [23][24] Market Data and Key Metrics Changes - The U.S. market accounted for 77% of total revenue, with significant growth driven by AI adoption [3][4] - International commercial revenue grew 8% year-over-year, while international government revenue grew 43% year-over-year [22][24] - Customer count increased by 34% year-over-year to 954 customers, with trailing 12-month revenue from top 20 customers increasing 45% year-over-year to $94 million per customer [19][24] Company Strategy and Development Direction - The company focuses on leveraging AI to transform customer operations, moving them from AI adopters to AI-native enterprises [4][5] - Palantir aims to maintain its unique position in the market by delivering real-world value through its software, emphasizing the importance of ontology and AIFD [4][10] - The company is committed to investing in product development and elite technical talent to sustain growth and profitability [26][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2026 with strong momentum, highlighting the convergence of two decades of development into current success [9][30] - The company acknowledges challenges in international markets but emphasizes the strong demand and unique position in the U.S. [40][41] - Management noted that the AI revolution is creating significant opportunities for growth, particularly in defense and commercial sectors [49][50] Other Important Information - The company achieved a milestone with U.S. business revenue surpassing $1 billion for the first time [17] - Adjusted operating income for Q4 was $798 million, representing a 57% margin, with full year adjusted operating income of $2.3 billion [18][26] - The company ended the quarter with $11.2 billion in total remaining deal value, reflecting a 105% year-over-year increase [25] Q&A Session Summary Question: How is the company thinking about its international business and potential reacceleration? - Management indicated that while there is significant demand in the U.S., challenges exist in international markets due to differing purchasing structures and readiness to adopt advanced products [39][40] Question: Has there been a change in customer hesitancy towards AI implementation? - Management noted a shift in customer conversations, with more clients now recognizing the effectiveness of their solutions and seeking to accelerate implementation [43][45] Question: Is there an opportunity for new operational systems in defense? - Management confirmed ongoing discussions about expanding operational systems beyond current applications, indicating a strong interest in integrating solutions across various military needs [49][50]

pound your fourth quarter earnings just now crossing the wire. Let's get you those results. Uh Q4 EPS 25 cents versus expectations of 23 cents and revenue up 70% to 1.41% billion.So those are beats on the bottom and the top there. Segment revenue US government 570 million. That's a beat.US commercial that's up 137% to 57 million. So that is also a beat. Turning to the guy, Q1, they're calling for adjusted operating income between 870 and 874 million.That's a beat. Revenue, they're calling for between 1.532% ...

[music] [music] Hello and welcome to Market Domination Overtime. Stocks closing higher on Trump's latest trade deal news. Jared Licky over at the Wifi Interactive with today's moves.Jared, >> thank you Josh. Let's take a look at the major indices. Dow closing up today over 500 points and that is good for 1%.to look at the intraday price action shows closing near the highs of the day and we were there most of the day. So it was kind of a little bit I wouldn't say gap and go because we were in the red in the ...

Core Insights - Palantir Technologies has achieved its 10th consecutive quarter of accelerating revenue growth, indicating strong performance amidst high market expectations [1][9]. Financial Performance - Palantir reported fourth-quarter revenue of $1.40 billion, representing a 70% year-over-year increase and a 19% quarter-over-quarter increase, surpassing analysts' expectations of $1.34 billion [3]. - Adjusted earnings per share (EPS) reached $0.25, a 79% increase, exceeding the consensus estimate of $0.23 [3]. - The U.S. commercial segment, which includes the flagship Artificial Intelligence Platform (AIP), saw revenue soar 137% to $507 million, accounting for 36% of total revenue [4]. Future Outlook - The total contract value (TCV) for the quarter was a record $4.26 billion, up 138% year-over-year, with the U.S. commercial segment contributing a TCV of $1.34 billion, up 67% [4]. - Remaining deal value (RDV) in the U.S. commercial segment surged 145% year-over-year to $4.38 billion, indicating strong future growth potential [5]. - Management forecasts at least 61% revenue growth in 2026, following a full-year growth of 56% in 2025 [8]. Financial Health Metrics - The company's Rule of 40 score reached 127%, indicating strong financial health, with an operating cash flow of $777 million and a margin of 55% [7]. - Adjusted free cash flow was reported at $791 million, with a margin of 56% [7].

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