Palantir Technologies Posts Strong Q3 Results and Raises Revenue Guidance

Palantir Technologies Inc. reported robust financial results for the third quarter of 2025, driven by substantial growth in its U.S. commercial sector and heightened demand for its artificial intelligence (AI) solutions. The company also raised its full-year revenue guidance, reflecting confidence in sustained momentum.

For the quarter ending September 30, 2025, Palantir's revenue reached $1.181 billion, marking a 63% increase from the same period last year and surpassing analyst expectations of $1.09 billion. The company's GAAP earnings per share (EPS) stood at $0.18, exceeding the anticipated $0.11, while adjusted EPS was reported at $0.21, above the forecasted $0.17.

A significant contributor to this performance was the U.S. commercial segment, which saw revenue surge by 121% year-over-year to $397 million. U.S. government revenue also experienced a notable increase, rising 52% to $486 million. Overall, U.S. revenue grew by 77% to $883 million.

Palantir's total contract value (TCV) reached a record $2.76 billion, up 151% from the previous year, indicating strong demand for its services. The company also reported a 45% increase in customer count year-over-year.

CEO Alex Karp highlighted the company's growth, stating, "114%—our Rule of 40 score! These results make undeniable the transformational impact of using AIP to compound AI leverage."

In light of these results, Palantir raised its full-year 2025 revenue guidance to between $4.396 billion and $4.400 billion, up from the previous range of $4.142 billion to $4.150 billion.

The company's strong performance underscores the increasing demand for AI-driven solutions across both commercial and government sectors. Investors and analysts will be closely monitoring upcoming earnings reports from other major corporations to gauge broader economic trends and market dynamics.