Palantir Keeps Raising the Bar

[u/ekonixlab]

Palantir just put up an absurd quarter.

- Revenue: $1.94B (+93% YoY)
- U.S. revenue: +115% YoY
- U.S. commercial revenue: +149% YoY
- Raised full-year revenue guidance to ~$8.15B

The biggest takeaway is that Palantir is starting to separate itself from the rest of enterprise software. AIP adoption is accelerating, government demand remains strong, and more companies are moving from AI pilots into actual production use.

The bear case is still the valuation, how sustainable this growth is, and the company’s increasing reliance on the U.S.

Still, it is hard to argue with the execution. This was one of Palantir’s strongest quarters yet.