Palantir Technologies Inc. Q3 2025 Earnings Recap

PLTR Q3 2025 November 5, 2025

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Palantir reported a standout Q3 2025 with revenue up 63% year-over-year, driven by robust growth in its U.S. commercial business, highlighting strong demand for its AI platform.

Earnings Per Share Beat

$0.21 vs $0.17 est.

+25.1% surprise

Revenue Beat

1181092000 vs 1091837803 est.

+8.2% surprise

Market Reaction

1-Day -1.49%

5-Day +0.12%

30-Day -11.44%

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Key Takeaways

Q3 total revenue reached $2.8 billion, with U.S. commercial revenue up 121% year-over-year, reflecting increasing enterprise AI adoption.
The company achieved a Rule of 40 score of 114%, underscoring excellent operational efficiency and growth.
Palantir closed its highest total contract value (TCV) quarter ever, signing 204 deals above $1 million, including significant expansions from key customers.
U.S. government business grew by 52% year-over-year, reinforcing Palantir's commitment to delivering mission-critical software.
Significant advancements in AI applications within AIP demonstrate the company's capability to meet increasing demand for enterprise AI solutions.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit PLTR on AllInvestView.

Next Q1 2026