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PLTR Reports Q3 2025 Revenue Up 63% Year-over-Year, Exceeding Analyst Expectations

GoAI StockTrace
GoAI StockTrace
November 3, 2025

Palantir Technologies Inc. (PLTR.US) announced strong financial results for the third quarter ended September 30, 2025, with revenue surging to $1.181 billion, marking a significant 63% increase year-over-year. The company's adjusted diluted EPS reached $0.21, surpassing the analyst estimate of $0.17 for the quarter. These results demonstrate robust growth across key segments, particularly in the U.S. commercial sector.

 

Key Business Drivers

Palantir's performance was significantly driven by its U.S. operations, with U.S. revenue growing 77% year-over-year to $883 million. Within this, U.S. commercial revenue was a standout, climbing 121% year-over-year to $397 million. This strong growth underscores the increasing adoption of Palantir's platforms in the commercial sector.

 

The company also reported closing 204 deals of at least $1 million, 91 deals of at least $5 million, and 53 deals of at least $10 million, reflecting strong demand for its software offerings. Total contract value (TCV) reached a record-setting $2.76 billion, an increase of 151% year-over-year, further solidifying future revenue streams. U.S. commercial TCV specifically grew 342% year-over-year to $1.31 billion.

 

Management Outlook

Looking ahead, Palantir's management provided an optimistic outlook, raising its full-year 2025 revenue guidance to between $4.396 billion and $4.400 billion. This upward revision reflects confidence in continued growth and market penetration. The company also raised its U.S. commercial revenue guidance to in excess of $1.433 billion, indicating a growth rate of at least 104%.

 

For Q4 2025, Palantir expects revenue to be between $1.327 billion and $1.331 billion, with adjusted income from operations projected to be between $695 million and $699 million. This forward-looking guidance highlights the company's sustained momentum and strategic direction. Furthermore, Palantir anticipates GAAP operating income and net income in each quarter of 2025.