Palantir Reports Q1 2025 Revenue Growth of 39% Y/Y, U.S. Revenue Growth of 55% Y/Y; Raises FY 2025 Revenue Guidance to 36% Y/Y Growth and U.S. Comm Revenue Guidance to 68% Y/Y, Crushing Consensus Expectations
Palantir Technologies (PLTR) reported exceptional Q1 2025 results, with total revenue growing 39% Y/Y to $884 million. The company demonstrated remarkable performance in the U.S. market, where revenue surged 55% Y/Y to $628 million, driven by 71% Y/Y growth in U.S. commercial revenue to $255 million. U.S. government revenue increased 45% Y/Y to $373 million. The company achieved strong profitability with GAAP income from operations of $176 million (20% margin) and adjusted income from operations of $391 million (44% margin). Palantir closed 139 deals worth $1M+, including 31 deals exceeding $10M. Based on strong performance, Palantir raised its FY2025 guidance, projecting total revenue between $3.89-3.90B and U.S. commercial revenue growth of at least 68%.
Palantir Technologies (PLTR) ha riportato risultati eccezionali per il primo trimestre 2025, con un fatturato totale in crescita del 39% su base annua, raggiungendo 884 milioni di dollari. L'azienda ha mostrato una performance notevole nel mercato statunitense, dove il fatturato è aumentato del 55% su base annua, arrivando a 628 milioni di dollari, trainato da una crescita del 71% su base annua del fatturato commerciale negli USA che ha raggiunto 255 milioni di dollari. Il fatturato governativo statunitense è cresciuto del 45% su base annua, a 373 milioni di dollari. L'azienda ha ottenuto una forte redditività con un reddito operativo GAAP di 176 milioni di dollari (margine del 20%) e un reddito operativo rettificato di 391 milioni di dollari (margine del 44%). Palantir ha chiuso 139 contratti superiori a 1 milione di dollari, inclusi 31 accordi che superano i 10 milioni. Grazie a queste solide performance, Palantir ha rivisto al rialzo le previsioni per il 2025, prevedendo un fatturato totale tra 3,89 e 3,90 miliardi di dollari e una crescita del fatturato commerciale negli USA di almeno il 68%.
Palantir Technologies (PLTR) reportó resultados excepcionales en el primer trimestre de 2025, con un ingreso total que creció un 39% interanual hasta 884 millones de dólares. La compañía mostró un desempeño notable en el mercado estadounidense, donde los ingresos aumentaron un 55% interanual hasta 628 millones de dólares, impulsados por un crecimiento del 71% interanual en los ingresos comerciales de EE.UU. que alcanzaron los 255 millones de dólares. Los ingresos del gobierno de EE.UU. aumentaron un 45% interanual hasta 373 millones de dólares. La empresa logró una fuerte rentabilidad con un ingreso operativo GAAP de 176 millones de dólares (margen del 20%) y un ingreso operativo ajustado de 391 millones de dólares (margen del 44%). Palantir cerró 139 contratos por más de 1 millón de dólares, incluyendo 31 acuerdos que superan los 10 millones. Basándose en este sólido desempeño, Palantir elevó su guía para el año fiscal 2025, proyectando ingresos totales entre 3.89 y 3.90 mil millones de dólares y un crecimiento de los ingresos comerciales en EE.UU. de al menos el 68%.
Palantir Technologies (PLTR)는 2025년 1분기 실적에서 전년 대비 39% 증가한 8억 8,400만 달러의 총 매출을 기록하며 뛰어난 성과를 보였습니다. 미국 시장에서 특히 강력한 성과를 나타냈으며, 매출은 전년 대비 55% 증가한 6억 2,800만 달러에 달했으며, 이 중 미국 상업 매출은 전년 대비 71% 증가한 2억 5,500만 달러를 기록했습니다. 미국 정부 매출도 전년 대비 45% 증가한 3억 7,300만 달러를 달성했습니다. 회사는 GAAP 영업이익 1억 7,600만 달러(20% 마진)과 조정 영업이익 3억 9,100만 달러(44% 마진)으로 높은 수익성을 기록했습니다. Palantir는 1백만 달러 이상 규모의 계약 139건을 체결했으며, 이 중 31건은 1,000만 달러를 초과하는 계약이었습니다. 이러한 강력한 실적을 바탕으로 Palantir는 2025 회계연도 가이던스를 상향 조정하여 총 매출을 38억 9천만 달러에서 39억 달러 사이로, 미국 상업 매출 성장률을 최소 68% 이상으로 전망했습니다.
Palantir Technologies (PLTR) a annoncé des résultats exceptionnels pour le premier trimestre 2025, avec un chiffre d'affaires total en hausse de 39 % en glissement annuel pour atteindre 884 millions de dollars. L'entreprise a démontré une performance remarquable sur le marché américain, où les revenus ont augmenté de 55 % en glissement annuel pour atteindre 628 millions de dollars, soutenus par une croissance de 71 % des revenus commerciaux américains à 255 millions de dollars. Les revenus du gouvernement américain ont progressé de 45 % en glissement annuel pour atteindre 373 millions de dollars. La société a réalisé une forte rentabilité avec un résultat opérationnel GAAP de 176 millions de dollars (marge de 20 %) et un résultat opérationnel ajusté de 391 millions de dollars (marge de 44 %). Palantir a conclu 139 contrats d'une valeur supérieure à 1 million de dollars, dont 31 dépassant 10 millions. Sur la base de ces solides performances, Palantir a relevé ses prévisions pour l'exercice 2025, prévoyant un chiffre d'affaires total compris entre 3,89 et 3,90 milliards de dollars et une croissance des revenus commerciaux américains d'au moins 68 %.
Palantir Technologies (PLTR) meldete herausragende Ergebnisse für das erste Quartal 2025 mit einem Gesamtumsatzwachstum von 39 % im Jahresvergleich auf 884 Millionen US-Dollar. Das Unternehmen zeigte eine bemerkenswerte Leistung auf dem US-Markt, wo der Umsatz um 55 % im Jahresvergleich auf 628 Millionen US-Dollar stieg, angetrieben durch ein 71 %iges Wachstum der US-Gewerbeeinnahmen auf 255 Millionen US-Dollar. Die Einnahmen der US-Regierung stiegen um 45 % im Jahresvergleich auf 373 Millionen US-Dollar. Das Unternehmen erzielte eine starke Profitabilität mit einem GAAP-Betriebsergebnis von 176 Millionen US-Dollar (20 % Marge) und einem bereinigten Betriebsergebnis von 391 Millionen US-Dollar (44 % Marge). Palantir schloss 139 Verträge im Wert von jeweils über 1 Million US-Dollar ab, darunter 31 Verträge mit einem Wert von über 10 Millionen US-Dollar. Aufgrund der starken Leistung hob Palantir seine Prognose für das Geschäftsjahr 2025 an und erwartet einen Gesamtumsatz zwischen 3,89 und 3,90 Milliarden US-Dollar sowie ein Wachstum der US-Gewerbeeinnahmen von mindestens 68 %.
Positive
Revenue grew 39% Y/Y to $884M, with U.S. commercial revenue surging 71% Y/Y
Strong profitability with 20% GAAP operating margin and 44% adjusted operating margin
Record U.S. commercial TCV of $810M, up 183% Y/Y
Customer count increased 39% Y/Y
Robust cash position with $5.4B in cash and equivalents
Generated $370M in adjusted free cash flow, representing 42% margin
Negative
None.
Insights
Palantir delivered exceptional Q1 results with 39% revenue growth, 71% U.S. commercial growth, and raised full-year guidance, demonstrating accelerating enterprise AI adoption.
Palantir's Q1 2025 results showcase exceptional performance across all key metrics, with particularly strong momentum in their U.S. commercial business. Total revenue reached $884 million, growing 39% year-over-year, significantly outpacing the software industry average.
The standout story is U.S. commercial revenue, which surged 71% year-over-year to $255 million and now exceeds a $1 billion annual run rate. This segment's $810 million in total contract value (TCV) represents a staggering 183% year-over-year increase, while remaining deal value grew 127% to $2.32 billion, indicating strong future revenue visibility.
The company's government business remains robust as well, with U.S. government revenue growing 45% year-over-year to $373 million. This balanced growth across segments demonstrates Palantir's ability to successfully monetize both government and commercial markets.
Palantir's deal metrics reveal increasing enterprise adoption, with 139 deals worth at least $1 million, 51 deals worth at least $5 million, and 31 deals worth at least $10 million. Customer count grew 39% year-over-year, showing the company is successfully acquiring new customers while expanding relationships with existing ones.
Profitability metrics are equally impressive. Adjusted operating margin reached 44%, contributing to a "Rule of 40" score of 83% - more than double the benchmark that suggests healthy software companies should have combined growth rate and profit margin exceeding 40%. Adjusted free cash flow of $370 million (representing a 42% margin) demonstrates the capital efficiency of Palantir's business model.
Management's decision to raise full-year guidance to 36% revenue growth and 68% U.S. commercial growth signals confidence in sustained momentum. The company explicitly attributes this acceleration to AI adoption, positioning their platform as "the operating system for the modern enterprise in the era of AI."
These results indicate Palantir has reached an inflection point in commercial market penetration after years of building its enterprise platform. With $5.4 billion in cash and equivalents and expectations for GAAP profitability in every quarter this year, the company has both the financial resources and operational leverage to capitalize on the growing enterprise demand for AI capabilities.
Palantir Technologies Inc. (NASDAQ: PLTR) reported substantial growth across all key metrics for the first quarter of 2025, with total revenue increasing 39% year-over-year to $883.9 million, according to the company's quarterly financial results released on May 5, 2025. The data analytics software company's performance substantially exceeded market expectations, leading management to raise full-year guidance for revenue and profitability.
U.S. revenue showed exceptional strength, growing 55% year-over-year to $628 million. Particularly noteworthy was the company's U.S. commercial business, which grew 71% compared to the same period last year, reaching $255 million and surpassing a billion-dollar annual run rate for the first time.
Strong Financial Performance
Palantir reported robust profitability metrics for the quarter, with GAAP income from operations of $176 million, representing a 20% margin. On an adjusted basis, which excludes stock-based compensation and related employer payroll taxes, income from operations reached $391 million with a 44% margin.
The company generated $310 million in cash from operations during the quarter, representing a 35% margin. Adjusted free cash flow, which adds back cash paid for employer payroll taxes related to stock-based compensation and subtracts purchases of property and equipment, totaled $370 million with a 42% margin.
Net income attributable to common stockholders was $214 million or $0.08 per diluted share on a GAAP basis. Adjusted earnings per share reached $0.13, compared to $0.08 in the same quarter of the previous year.
The company highlighted its "Rule of 40" score—the sum of revenue growth rate and adjusted operating margin—which reached 83% for the quarter, demonstrating Palantir's ability to combine high growth with strong profitability.
Strong Deal Activity
Palantir reported significant momentum in new business acquisition during the quarter. The company closed:
139 deals of at least $1 million
51 deals of at least $5 million
31 deals of at least $10 million
The company's U.S. commercial business showed particularly strong deal activity, booking its highest quarterly total contract value (TCV) of $810 million, up 183% year-over-year. U.S. commercial remaining deal value (RDV) grew to $2.32 billion, up 127% from the prior year and 30% from the previous quarter.
Overall customer count increased 39% year-over-year and 8% quarter-over-quarter, indicating broad-based adoption of Palantir's platforms.
Raised Guidance
Following the strong quarterly performance, Palantir raised its guidance for the full year 2025. The company now expects:
Total revenue between $3.890 billion and $3.902 billion, representing 36% year-over-year growth
U.S. commercial revenue exceeding $1.178 billion, representing growth of at least 68%
Adjusted income from operations between $1.711 billion and $1.723 billion
Adjusted free cash flow between $1.6 billion and $1.8 billion
For the second quarter of 2025, Palantir projects revenue between $934 million and $938 million, with adjusted income from operations between $401 million and $405 million.
Executive Commentary
"Our Rule of 40 score increased to 83% in the last quarter, once again breaking the metric. We are in the middle of a tectonic shift in the adoption of our software, particularly in the U.S. where our revenue soared 55% year-over-year, while our U.S. commercial revenue expanded 71% year-over-year in the first quarter to surpass a one-billion-dollar annual run rate," said Alexander C. Karp, co-founder and chief executive officer of Palantir Technologies in the press release.
Karp attributed the growth to Palantir's position as "the operating system for the modern enterprise in the era of AI," which has driven the company to raise its full-year guidance significantly.
Segment Performance
Breaking down the revenue by segments shows the company's growth across different customer types:
U.S. commercial revenue: $255 million, up 71% year-over-year and 19% quarter-over-quarter
U.S. government revenue: $373 million, up 45% year-over-year and 9% quarter-over-quarter
Total U.S. revenue: $628 million, up 55% year-over-year and 13% quarter-over-quarter
The company ended the quarter with $5.4 billion in cash, cash equivalents, and short-term U.S. Treasury securities, providing substantial financial flexibility for future investments and operations.
Understanding the Financial Metrics
Palantir reports both GAAP (Generally Accepted Accounting Principles) and non-GAAP financial measures. The non-GAAP measures, such as adjusted income from operations and adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization), exclude stock-based compensation expense and related employer payroll taxes, which the company believes provides a clearer picture of operational performance.
The "Rule of 40" metric mentioned by the CEO is a benchmark commonly used for software companies that adds the percentage of revenue growth and profit margin. A score above 40% is generally considered strong performance in the software industry, making Palantir's 83% score particularly notable.
Total contract value (TCV) represents the potential lifetime value of contracts signed in the period, while remaining deal value (RDV) shows the total remaining value of all active contracts, providing insight into future revenue potential beyond current reported figures.
This article is based solely on information provided in Palantir Technologies Inc.'s press release dated May 5, 2025. The content is for informational purposes only and does not constitute financial, investment, legal, or tax advice. Stock Titan and its writers make no representations as to the accuracy, completeness, or timeliness of the information. Investors should conduct their own due diligence before making any investment decisions.
What was Palantir's (PLTR) revenue growth in Q1 2025?
Palantir's revenue grew 39% year-over-year to $884 million in Q1 2025, with U.S. revenue growing 55% to $628 million.
How much did Palantir's U.S. commercial revenue grow in Q1 2025?
Palantir's U.S. commercial revenue grew 71% year-over-year and 19% quarter-over-quarter to $255 million in Q1 2025.
What is Palantir's updated revenue guidance for FY 2025?
Palantir raised its FY 2025 revenue guidance to between $3.890-3.902 billion, with U.S. commercial revenue expected to grow at least 68% to exceed $1.178 billion.
How profitable was Palantir in Q1 2025?
Palantir achieved GAAP income from operations of $176 million (20% margin) and adjusted income from operations of $391 million (44% margin) in Q1 2025.
How many major deals did Palantir close in Q1 2025?
Palantir closed 139 deals of at least $1 million, 51 deals of at least $5 million, and 31 deals of at least $10 million in Q1 2025.
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