Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.29%. A quarter ago, it was expected that this company would post earnings of $0.13 per share when it actually produced earnings of $0.13, delivering no surprise.Over the last four quarters, the compa ...

智通财经APP获悉，美国数据软件公司Palantir(PLTR.US)在2025年第二季度交出一份"炸裂"成绩单，不 仅营收首次突破10亿美元大关，更以强劲的盈利能力震惊市场。得益于美国商业与政府订单的强劲增 长，Palantir营收同比增长48%，大幅超出市场预期的38%。其股价在财报发布后上涨超4.6%，再次引发 投资者关注。 Palantir第二季度美国收入同比飙升68%，其中政府业务增长53%，部分原因是与美国国防部签订了一项 为期10年、价值100亿美元的大型合约。这项合约整合了Palantir此前与美国陆军签订的75份合同，是该 公司在政府领域的重大突破。 更引人注目的是，美国商业收入同比暴涨93%，成为拉动整体业务增长的核心力量。相较之下，Palantir 在美国以外的市场发展仍较为缓慢。 Palantir CEO Alex Karp在接受外媒采访时表示："下一个合理的问题是，我们能否在未来五年保持这种 增长？我们认为可以。答案很简单，Palantir的单位经济效益优于客户，而客户愿意付费，是因为他们 希望拥有像我们一样的财务表现。" Palantir最初为美国情报机构开发数据平台，用于整合多个 ...

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 !Palantir Technologies Inc. (NASDAQ: PLTR ) reported excellent Q2 results , with order volume soaring by a gigantic 140% compared to one year earlier. While revenues did not grow as much, revenue and many other metricsHe is a contribu ...

Financial Data and Key Metrics Changes - The company achieved over $1 billion in quarterly revenue for the first time, with overall revenue growth accelerating to 48% year over year in Q2 [5][21] - The Rule of 40 score reached 94 in Q2, up 11 points quarter over quarter, indicating strong revenue growth and profitability [5][34] - Adjusted operating margin expanded to 46%, exceeding prior guidance by nearly 300 basis points [23][34] Business Line Data and Key Metrics Changes - U.S. Commercial revenue grew 93% year over year and 20% sequentially, now comprising 31% of total revenue [10][22] - U.S. Government revenue grew 53% year over year and 14% sequentially, driven by new contracts and existing program execution [12][29] - International commercial revenue declined 3% year over year but grew 2% sequentially, with a focus on targeted growth opportunities [28] Market Data and Key Metrics Changes - Total remaining deal value in the U.S. Commercial business grew 145% year over year and 20% sequentially [27] - Net dollar retention increased to 128%, reflecting expansions at existing customers and new customer acquisitions [30] - Customer count grew 43% year over year to 849 customers, with revenue from the top 20 customers increasing 30% year over year [25] Company Strategy and Development Direction - The company is focused on delivering AI production impact, with significant expansions in existing customer contracts and new customer acquisitions [11][17] - Investments in ontology and infrastructure are positioned to uniquely meet AI demand, with a strong emphasis on integrating LLMs and workflow [14][15] - The company aims to empower frontline workers and enhance productivity through AI, emphasizing the importance of agency and creativity in the workforce [18][49] Management's Comments on Operating Environment and Future Outlook - Management expressed high enthusiasm for the business outlook, citing strong demand for AI solutions and the transformative impact of their products [13][21] - The company anticipates continued growth in the second half of the year, with guidance for Q3 revenue between $1.083 billion and $1.087 billion [36] - Management highlighted the importance of maintaining a strong talent pool and fostering an environment that attracts and retains top talent [70][73] Other Important Information - The company closed $2.3 billion in total contract value (TCV) bookings, marking a 140% year-over-year increase [30] - Adjusted free cash flow for Q2 was $569 million, representing a margin of 57% [35] - The company is committed to investing in elite technical talent and expanding its product pipeline while maintaining GAAP profitability [34] Q&A Session Summary Question: How is Palantir making AI more useful for frontline workers and decision makers? - Management emphasized that AI is empowering American workers, allowing them to focus on critical tasks rather than administrative burdens [48][49] Question: Will the company pursue a direct sales force given its current growth? - Management indicated that while there will be some direct salespeople, the primary sales force will be current customers advocating for the company's products [53][54] Question: What excites the company about the recent AI action plan from the White House? - Management expressed excitement about the recognition of the need for an American open AI tech stack and the focus on implementation [67][68] Question: How does the company ensure it attracts and retains top talent? - Management highlighted the importance of providing access to meaningful problems and creating a culture that values agency and creativity [70][73]

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 June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission File Number: 001-39540 Palantir Technologies Inc. (Exact Name of Registrant as Specified in its Charter) | ____________________ ...

Financial Data and Key Metrics Changes - Palantir achieved record quarterly revenue of $1,004,000,000 for the first time, reflecting a 48% year-over-year growth and a 14% sequential growth [21][24] - The overall U.S. business revenue grew 68% year-over-year and 17% sequentially, now representing 73% of total company revenue [5][22] - The Rule of 40 score reached 94 in Q2, up 11 points quarter-over-quarter, indicating strong revenue growth and profitability [5][23] Business Line Data and Key Metrics Changes - U.S. Commercial revenue grew 93% year-over-year and 20% sequentially, comprising 31% of Q2 revenue compared to 23% a year ago [4][12] - U.S. Government revenue grew 53% year-over-year and 14% sequentially, driven by new contracts and existing program execution [13][30] - International commercial revenue declined 3% year-over-year but grew 2% sequentially, with a focus on targeted growth opportunities in Asia and the Middle East [29] Market Data and Key Metrics Changes - Total customer count increased by 43% year-over-year to 849 customers, with revenue from the top 20 customers averaging $75,000,000 per customer, up 30% from a year ago [25][31] - Total remaining deal value in the U.S. Commercial business grew 145% year-over-year, indicating strong demand for AI production use cases [28][32] Company Strategy and Development Direction - The company is focused on delivering AI production impact, with significant investments in AIP and technical hiring to support growth [33][34] - Palantir emphasizes the integration of LLMs, workflow, and software to realize value from AI in enterprises, positioning itself uniquely in the market [15][16] - The company aims to empower frontline workers and enhance productivity through AI, reflecting a commitment to social responsibility and workforce development [50][51] Management's Comments on Operating Environment and Future Outlook - Management expressed high enthusiasm for the business's future, highlighting the transformative impact of AI and the company's unique position in the market [14][21] - The outlook for Q3 2025 includes revenue guidance of $1,085,000,000, representing over 8% growth quarter-over-quarter and 50% year-over-year [21][37] - The company raised its full-year 2025 revenue guidance midpoint to $4,146,000,000, reflecting a 45% year-over-year growth rate [21][38] Other Important Information - Adjusted operating margin expanded to 46%, exceeding prior guidance, while adjusted free cash flow reached $569,000,000, representing a margin of 57% [23][36] - The company has repurchased approximately 2,500,000 shares as part of its share repurchase program, with $899,000,000 remaining of the original authorization [36] Q&A Session Summary Question: How is Palantir making AI more useful for frontline workers and decision makers? - Management highlighted that AI is empowering American workers by allowing them to focus on critical tasks rather than administrative burdens, enhancing productivity and creativity [49][50] Question: Are there plans to develop a direct sales force given the current growth? - Management indicated that while there will be some direct salespeople, the primary sales strategy will rely on current customers advocating for the product, leveraging credibility and existing relationships [54][56] Question: What excites the company about the recent AI action plan from the White House? - Management expressed excitement about the recognition of the need for an American open AI tech stack and the focus on implementation, which aligns with the company's goals [68][69] Question: How does the company plan to attract and retain talent in a competitive market? - Management emphasized the importance of providing access to meaningful problems and creating an environment where employees can make significant contributions, which has led to strong retention rates [70][72]

Palantir's valuation is a major stumbling block for bears, but there are reasons to be bullish. The advent of artificial intelligence (AI) in late 2022 marked a paradigm shift in technology. These next- generation algorithms can streamline tasks like never before, create original content, and increase productivity - - saving time and money in the process. Most experts believe it's still early days for the adoption of the technology, but its impact is already being felt across a broad cross-section of proces ...

Q2 2025 Highlights - Adjusted EPS was $016[20] - The Rule of 40 score was 94%[22] - Adjusted free cash flow was $569 million, with a 57% margin[22] - Adjusted operating income was $464 million, with a 46% margin[22] - The company closed 157 deals of at least $1 million, 66 deals of at least $5 million, and 42 deals of at least $10 million[22] Revenue Growth - Total revenue grew by 48% year-over-year (Y/Y) and 14% quarter-over-quarter (Q/Q) to $1004 billion[22] - Excluding Strategic Commercial Contracts, total revenue grew by 49% Y/Y and 14% Q/Q[22] - US revenue grew by 68% Y/Y and 17% Q/Q to $733 million[22] - US commercial revenue grew by 93% Y/Y and 20% Q/Q to $306 million[22] - US government revenue grew by 53% Y/Y and 14% Q/Q to $426 million[22] US Commercial Performance - US commercial remaining deal value (RDV) grew by 145% Y/Y and 20% Q/Q to $28 billion[22] - US commercial total contract value (TCV) reached a record high of $843 million, representing a 222% Y/Y increase[22] - US Commercial Customer Count grew 64% Y/Y[58] Financial Position - The company ended Q2 2025 with $60 billion in cash, cash equivalents, and US Treasury securities and no debt[90] Q3 and FY 2025 Outlook - For Q3 2025, the company expects revenue between $1083 billion and $1087 billion and adjusted income from operations between $493 million and $497 million[94] - For FY 2025, the company expects revenue between $4142 billion and $4150 billion, US commercial revenue in excess of $1302 billion (at least 85% growth), adjusted income from operations between $1912 billion and $1920 billion, and adjusted free cash flow between $18 billion and $20 billion[93]

Palantir is an absolute beast of a company.$PLTR https://t.co/B22M604bSI ...

It's a beat and a raise. EPS of 16 cents adjusted. That was two cents better than estimates.Revenue of a billion bucks. Also a big beat. First time you've seen quarterly revenue that has hit a billion dollars.US revenue that's up 68% year-over-year. US commercial, this is a key metric, growing 93% year-over-year. 20% quarter-over-arter to $36 million.US government was up 53% year-over-year, 14% consecutively. 426 million was the number there. Palanter sees Q3 revenue of 1.083% billion to 1.087% billion.That ...