The company said revenue for Q3 2025 (ended September 30) rose to $1.181 billion, up 63% year over year and 18% from the previous quarter. U.S. revenue was $883 million, and U.S. commercial revenue was $397 million.

1. 01

   The company said revenue for Q3 2025 (ended September 30) rose to $1.181 billion, up 63% year over year and 18% from the previous quarter. U.S. revenue was $883 million, and U.S. commercial revenue was $397 million.

2. 02

   Palantir said GAAP operating income for Q3 was $393 million (33% margin), and adjusted operating income was $601 million (51% margin). GAAP net income was $476 million (40% margin), and GAAP diluted EPS was $0.18 per share.

3. 03

   Palantir said it closed total contract value (TCV) of $2.76 billion in Q3, up 151% year over year. U.S. commercial TCV was $1.31 billion, and U.S. commercial remaining deal value was $3.63 billion. These figures assume the exercise of all contract options by customers and no contract terminations.

4. 04

   The company said it expects revenue of $1.327 to $1.331 billion for Q4 2025. It said it raised its full-year revenue guidance to $4.396 to $4.400 billion and raised its full-year adjusted free cash flow guidance to $1.9 to $2.1 billion.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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