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Inferra AI / Company / PLTR

Palantir Technologies

PLTR · Information Technology

Last earnings Aug 3, 2026  ·  Next earnings Nov 2, 2026

Key results

Revenuequarter

68%

revenue grew 68% year-over-year and 17% quarter-over-quarter to $733 million U.

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

commercial revenue grew 93% year-over-year and 20% quarter-over-quarter to $306 million U.

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

revenue grew 93% year-over-year and 20% quarter-over-quarter to $306 million U.S. government

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

revenue grew 53% year-over-year and 14% quarter-over-quarter to $426 million

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Revenue grew 48% year-over-year and 14% quarter-over-quarter to $1.004 billion Closed 157 deals of at least $1 million, 66 deals of at least $5 million, and 42 deals of at least $10 million Closed a record-setting $2.27 billion of total contract value ( TCV )

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

GAAP net incomequarter

$327 million

GAAP net income of $327 million, representing a 33% margin Cash from operations of $539 million, representing a 54% margin

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Revenue of between $1.083 $1.087 billion.

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

AI analysis

Q2 2025 · reported Aug 4, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

GAAP net income · Q2 2025
$327M
EX-99 · Aug 4, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue68%——
GAAP net income$327 million——

EX-99 · Aug 4, 2025

Guidance · company-stated

Direction: Raised

Revenue

“Comm Revenue Growth of 93% Y Y and Revenue Growth of 48% Y Y Guides Q3 Revenue to 50% Y Y Raises FY 2025 Revenue Guidance to 45% Y Y and U.”

Revenue$4.150 billion

“For full year 2025 We are raising our revenue guidance to between $4.142 $4.150 billion.”

Company outlook

“We are raising our adjusted income from operations guidance to between $1.912 $1.920 billion.”

Company outlook

“We are raising our adjusted free cash flow guidance to between $1.8 $2.0 billion.”

Classified from the release's primary full-year outlook statement.

Next earningsNov 2, 2026Verified from the company’s own announcement

Capital allocation

The Black-Scholes option pricing model requires the input of highly subjective assumptions, including the expected term of the award, the expected volatility rate, risk-free interest rate, and the expected dividend yield of the common stock.

Treasury securities $ 5,720,869 $ 9,158 $ ( 135 ) $ 5,729,892 Total debt securities $ 5,720,869 $ 9,158 $ ( 135 ) $ 5,729,892 No available-for-sale debt securities were sold during the three and six months ended June 30, 2026 or the three months ended June 30, 2025.

Company-stated claims

Oct 21, 2026

Historical · grew +115% · revenue

“Financials Q2 Q2 2025 Q2 2026 US Revenue Growth $400M $1.57B $733M +115% $600M $1,000M $1,200M $1,400M $800M US revenue grew +115% Y/Y and +23% Q/Q, driven by acceleraton in US commercial and US government.”

IR-PDF · Oct 21, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Palantir Reports Q2 2025 U.S

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Comm Revenue Growth of 93% Y Y and Revenue Growth of 48% Y Y Guides Q3 Revenue to 50% Y Y Raises FY 2025 Revenue Guidance to 45% Y Y and U.”

Revenue: “For full year 2025 We are raising our revenue guidance to between $4.142 $4.150 billion.”

Company outlook: “We are raising our adjusted income from operations guidance to between $1.912 $1.920 billion.”

Company outlook: “We are raising our adjusted free cash flow guidance to between $1.8 $2.0 billion.”

Revenue — Raised (“Raises”)
“Comm Revenue Growth of 93% Y Y and Revenue Growth of 48% Y Y Guides Q3 Revenue to 50% Y Y Raises FY 2025 Revenue Guidance to 45% Y Y and U.”

Revenue — Raised (“raising”)
“For full year 2025 We are raising our revenue guidance to between $4.142 $4.150 billion.”

Company outlook — Raised (“raising”)
“We are raising our adjusted income from operations guidance to between $1.912 $1.920 billion.”

Company outlook — Raised (“raising”)
“We are raising our adjusted free cash flow guidance to between $1.8 $2.0 billion.”

Classified from the release's primary full-year outlook statement.

Capital allocation

The Black-Scholes option pricing model requires the input of highly subjective assumptions, including the expected term of the award, the expected volatility rate, risk-free interest rate, and the expected dividend yield of the common stock.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

Treasury securities $ 5,720,869 $ 9,158 $ ( 135 ) $ 5,729,892 Total debt securities $ 5,720,869 $ 9,158 $ ( 135 ) $ 5,729,892 No available-for-sale debt securities were sold during the three and six months ended June 30, 2026 or the three months ended June 30, 2025.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

The Company sold $ 280 million of available-for-sale debt securities during the six months ended June 30, 2025.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

As of June 30, 2026 and December 31, 2025, available-for-sale debt securities of $ 5.8 billion and $ 0.7 billion, respectively, were in an unrealized loss position primarily due to unfavorable changes in interest rates subsequent to initial purchase.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

None of the available-for-sale debt securities held as of June 30, 2026 or December 31, 2025 were in a continuous unrealized loss position for greater than 12 months and it is more likely than not that the Company will hold the securities until maturity or a recovery of the cost basis.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

The Company did not recognize any credit losses related to available-for-sale debt securities during the three and six months ended June 30, 2026 and 2025.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

The term strategic commercial contracts is as defined in our Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2025.

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

We believe these non-GAAP financial measures and other metrics described in this press release help us evaluate our business, identify trends affecting Palantir s business, formulate business plans and financial projections, and make strategic decisions.

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Holders of the common stock are entitled to dividends when, as, and if declared by the Company s Board of Directors, subject to the rights of the holders of all classes of stock outstanding having priority rights to dividends.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

The Company weighs all available positive and negative evidence, including its earnings history and results of recent operations, scheduled reversals of deferred tax liabilities, projected future taxable income, and tax planning strategies.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

In some cases, you can identify forward-looking statements because they contain words such as may, will, should, expect, plan, anticipate, could, can, would, intend, target, goal, outlook, project, contemplate, believe, estimate, predict, potential, future, or continue or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans, or intentions.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

Risks & headwinds

Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond our control.

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

A reconciliation of non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty regarding, and the potential variability of, reconciling items that may be incurred in the future, such as stock-based compensation and related employer payroll taxes, the effect of which may be significant.

SEC original ↗Palantir Technologies — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Legal Proceedings 36 Item 1A.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

These estimates involve inherent uncertainties and the application of management s judgment.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

Notes to Unaudited Condensed Consolidated Financial Statements Litigation and Legal Proceedings The Company has been, is currently party to, and may, from time to time, be subject to various legal proceedings, claims, disputes, government investigations, or similar matters arising in the normal course of business.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

19 Table of contents SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties.

SEC original ↗Palantir Technologies — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

1 deck with slide view

Palantir Technologies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

61 documents

Earnings releases

25 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for Palantir Technologies are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention Palantir Technologies by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.