PLTR Earnings

Palantir Reports Q2 2025 U.S. 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.S. Comm Revenue Guidance to 85% Y/Y, Crushing Consensus Expectations

Published August 04, 2025 at 08:05 PM

DENVER--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ:PLTR) today announced financial results for the second quarter ended June 30, 2025. “This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company

Related Questions

Are there any macro or regulatory risks that could temper the projected 50% YoY Q3 revenue growth? Does the company’s disclosed AI leverage suggest potential for margin expansion or new product line expansions in the coming quarters? How does Palantir's U.S. commercial growth rate compare to its historical growth and to competitors like Snowflake and Alteryx? How might the market’s sentiment (sentiment score 85) influence short‑term trading volume and price volatility? How will the 93% YoY growth in U.S. commercial revenue affect Palantir's valuation multiples? Is the 94% Rule of 40 score sustainable, and how does it compare to peers in the data‑analytics sector? What are the market expectations for Palantir's Q2 2025 earnings versus the reported results? What impact will the updated FY 2025 revenue guidance (45% YoY) have on the stock’s forward‑price‑to‑sales (P/S) ratio? What is the expected impact on Palantir’s cash conversion and free cash flow given the accelerated revenue growth? Will the strong sequential growth trajectory lead to increased analyst upgrades or target‑price revisions?