PALANTIR $PLTR Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.407B (Est. $1.32B) 🟢; +70% YoY 🔹 Adj. EPS: $0.25 (Est. $0.23) 🟢 🔹 U.S. Commercial: $507M; +137% YoY, +28% QoQ 🔹 Rule of 40: 127% Q1'26 Guidance: 🔹 Revenue: $1.532B–$1.536B (Est. $1.33B) 🟢 🔹 Adjusted income from operations: $870M–$874M FY26 Guide: 🔹 Revenue: $7.18B–$7.19B (Est. $6.22B) 🟢; +61% YoY 🔹 U.S. commercial revenue: >$3.144B; +115% YoY 🔹 Adj income from operations: $4.126B–$4.142B 🔹 Adj free cash flow: $3.925B–$4.125B 🔹 GAAP operating income and net income in each quarter of this year Segment Revenue: 🔹 U.S.: $1.076B; +93% YoY, +22% QoQ 🔹 U.S. Commercial: $507M; +137% YoY, +28% QoQ 🔹 U.S. Government: $570M; +66% YoY, +17% QoQ Other Metrics: 🔹 Deals closed: 180 ≥ $1M | 84 ≥ $5M | 61 ≥ $10M 🔹 Total contract value (TCV): $4.262B; +138% YoY 🔹 U.S. commercial TCV: $1.344B; +67% YoY 🔹 U.S. commercial RDV: $4.38B; +145% YoY, +21% QoQ 🔹 Customer count: +34% YoY, +5% QoQ ...