Palantir lifts full-year guidance as CEO Karp cites 'tectonic shift' in AI adoption

PLTR
September 18, 2025
Palantir Technologies reported strong first-quarter 2025 results, with revenue increasing 39% year-over-year to $884 million, surpassing the $863 million estimate. Adjusted earnings per share met expectations at 13 cents. The company significantly raised its full-year 2025 revenue outlook to between $3.89 billion and $3.90 billion, up from the previous forecast of $3.74 billion to $3.76 billion. Adjusted operating income is now expected between $1.711 billion and $1.723 billion, and adjusted free cash flow between $1.6 billion and $1.8 billion. U.S. commercial revenues surged 71% year-over-year to $255 million, and government segment sales jumped 45% to $373 million. Palantir projects U.S. commercial revenues to exceed $1.178 billion for the year, representing at least 68% growth, driven by a 'tectonic shift' in AI adoption. The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.