Core Insights - Palantir Technologies (PLTR) reported strong second-quarter 2025 results, with both earnings and revenues exceeding expectations, showcasing significant year-over-year growth [1][9] Revenue Performance - PLTR's total revenues reached $1 billion, marking a 48% increase year over year and surpassing the Zacks Consensus Estimate by 7% [1][9] - U.S. revenues amounted to $733 million, reflecting a 68% year-over-year surge, with U.S. commercial revenues growing 93% to $306 million and U.S. government revenues increasing 53% to $426 million [2][9] - The total U.S. commercial contract value was $843 million, up 222% year over year, while the remaining deal value stood at $2.79 billion, up 145% year over year [3] Profitability Metrics - Adjusted EBITDA for the quarter was $470.9 million, a 69% increase from the previous year, with an adjusted EBITDA margin of 47%, improving by 800 basis points year over year [4] Balance Sheet and Cash Flow - At the end of the quarter, Palantir had cash and cash equivalents of $929.6 million, down from $2.1 billion at the end of December 2024, with operating cash flow recorded at $539.2 million [5] Future Guidance - For Q3 2025, Palantir expects revenues between $1.08 billion and $1.09 billion, exceeding the current Zacks Consensus Estimate of $938.3 million [6] - For the full year 2025, revenues are projected to be between $4.14 billion and $4.15 billion, also above the consensus estimate of $3.92 billion, with adjusted income from operations anticipated between $1.91 billion and $1.92 billion [6]
Palantir Technologies Q2 Earnings and Revenues Beat Estimates