Q3 2025 Palantir Technologies Inc Earnings Call Transcript

Nov 3, 2025 / 10:00 PM GMT

Release Date Price: $207.18 (+3.35%)

Transcript 10-Q8-K

Key Points

Positve

Palantir Technologies Inc (PLTR) reported a 63% year-over-year revenue growth and an 18% sequential increase, surpassing expectations.
The US commercial business grew by 121% year-over-year and 29% sequentially, driven by strong demand for AI solutions.
The company achieved its highest Total Contract Value (TCV) quarter ever at $2.8 billion, with significant deals closed.
Palantir Technologies Inc (PLTR) reported a record rule of 40 score of 114, indicating strong growth and profitability.
The company generated $2 billion in adjusted free cash flow over the trailing 12 months, marking a significant financial milestone.

Negative

Despite strong US growth, Palantir Technologies Inc (PLTR) noted that European markets remain stagnant, impacting overall performance.
The company faces challenges in maintaining its unique corporate culture amid rapid growth and expansion.
There is a reliance on a limited number of large contracts, which could pose risks if any major deals are lost or delayed.
Palantir Technologies Inc (PLTR) continues to face skepticism from analysts and the financial community, impacting investor sentiment.
The company's aggressive expansion and investment in AI and technical hiring could lead to increased operational costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PLTR.OQ - Palantir Technologies Inc
Q3 2025 Palantir Technologies Inc Earnings Call
Nov 03, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. I'm Ana Sarra from Pallanttier's finance team, and I'd like to welcome you to our third quarter 2025 earnings call. We'll be discussing the results announced in our press release issued after the market closed and posted on our investor relations website.

During the call, we will make statements regarding our business that may be considered forward-looking within applicable securities laws, including statements regarding our fourth quarter in fiscal 2025 results, management's expectations for our future financial and operational performance, and other statements regarding our plans, prospects, and expectations.

These statements are not promises or guarantees and are subject to risks and

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