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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
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