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Palantir Earnings in Charts: Explosive Growth in U.S. Domestic Business, Can the Stock Price Rally Continue?

Author | Calvin
$Palantir (PLTR.US)$ This fourth-quarter earnings report once again surpassed market expectations. The company's overall quarterly revenue growth has been accelerating since Q3 of 2023. Continuously increasing Total Contract Value (TCV) provides order support for sustaining high growth. The company disclosed a 138% increase in TCV to $4.262 billion.
Core Financial Indicators
Revenue:$1.41 billion, surpassing the expected $1.33 billion, with a year-over-year growth of 70%, exceeding expectations by 4.88%.
Unadjusted Earnings Per Share (EPS):$0.24, higher than the analysts' expectation of $0.182, with a year-over-year growth of 698.83%.
Positive Signals from the Earnings Report
Palantir’s customer count grew by 34% year-over-year and 5% quarter-over-quarter. Meanwhile, net revenue retention reached 139%, reflecting not only Palantir’s high customer retention but also its ability to generate additional revenue growth from existing customers.
Author | Calvin $Palantir (PLTR.US)$ This fourth-quarter earnings report once again surpassed market expectations. The company's overall quarterly revenue growth has been accelerating since Q3 of 2023. Continuously increasing Total Contract Value (TCV) provides order support for sustaining high growth. The company disclosed a 138% increase in TCV to $4.262 billion. Core Financial Indicators Revenue:$1.41 billion, surpassing the expected $1.33 billion, with a year-over-year growth of 70%, exceeding expectations by 4.88%. Unadjusted Earnings Per Share (EPS):$0.24, higher than the analysts' expectation of $0.182, with a year-over-year growth of 698.83%. Positive Signals from the Earnings Report Palantir’s customer count grew by 34% year-over-year and 5% quarter-over-quarter. Meanwhile, net revenue retention reached 139%, reflecting not only Palantir’s high customer retention but also its ability to generate additional revenue growth from existing customers. As the company scales up its revenue and unit costs are spread out, profit margins continue to rise. Revenue structure U.S. business continues to expand its share of the company’s total revenue, showing strong growth momentum. Among which, US commercial revenue increased by 137% year-over-year and 28% quarter-over-quarter, reaching 5.07 billion US dollars. US government revenue increased by 66% year-over-year and 17% quarter-over-quarter, reaching 5.70 billion US dollars. In contrast, overseas revenue growth has declined. Worth discussing...
As the company scales up its revenue and unit costs are spread out, profit margins continue to rise.
Author | Calvin $Palantir (PLTR.US)$ This fourth-quarter earnings report once again surpassed market expectations. The company's overall quarterly revenue growth has been accelerating since Q3 of 2023. Continuously increasing Total Contract Value (TCV) provides order support for sustaining high growth. The company disclosed a 138% increase in TCV to $4.262 billion. Core Financial Indicators Revenue:$1.41 billion, surpassing the expected $1.33 billion, with a year-over-year growth of 70%, exceeding expectations by 4.88%. Unadjusted Earnings Per Share (EPS):$0.24, higher than the analysts' expectation of $0.182, with a year-over-year growth of 698.83%. Positive Signals from the Earnings Report Palantir’s customer count grew by 34% year-over-year and 5% quarter-over-quarter. Meanwhile, net revenue retention reached 139%, reflecting not only Palantir’s high customer retention but also its ability to generate additional revenue growth from existing customers. As the company scales up its revenue and unit costs are spread out, profit margins continue to rise. Revenue structure U.S. business continues to expand its share of the company’s total revenue, showing strong growth momentum. Among which, US commercial revenue increased by 137% year-over-year and 28% quarter-over-quarter, reaching 5.07 billion US dollars. US government revenue increased by 66% year-over-year and 17% quarter-over-quarter, reaching 5.70 billion US dollars. In contrast, overseas revenue growth has declined. Worth discussing...
Revenue structure
U.S. business continues to expand its share of the company’s total revenue, showing strong growth momentum.
Among which, US commercial revenue increased by 137% year-over-year and 28% quarter-over-quarter, reaching 5.07 billion US dollars. US government revenue increased by 66% year-over-year and 17% quarter-over-quarter, reaching 5.70 billion US dollars. In contrast, overseas revenue growth has declined.
Author | Calvin $Palantir (PLTR.US)$ This fourth-quarter earnings report once again surpassed market expectations. The company's overall quarterly revenue growth has been accelerating since Q3 of 2023. Continuously increasing Total Contract Value (TCV) provides order support for sustaining high growth. The company disclosed a 138% increase in TCV to $4.262 billion. Core Financial Indicators Revenue:$1.41 billion, surpassing the expected $1.33 billion, with a year-over-year growth of 70%, exceeding expectations by 4.88%. Unadjusted Earnings Per Share (EPS):$0.24, higher than the analysts' expectation of $0.182, with a year-over-year growth of 698.83%. Positive Signals from the Earnings Report Palantir’s customer count grew by 34% year-over-year and 5% quarter-over-quarter. Meanwhile, net revenue retention reached 139%, reflecting not only Palantir’s high customer retention but also its ability to generate additional revenue growth from existing customers. As the company scales up its revenue and unit costs are spread out, profit margins continue to rise. Revenue structure U.S. business continues to expand its share of the company’s total revenue, showing strong growth momentum. Among which, US commercial revenue increased by 137% year-over-year and 28% quarter-over-quarter, reaching 5.07 billion US dollars. US government revenue increased by 66% year-over-year and 17% quarter-over-quarter, reaching 5.70 billion US dollars. In contrast, overseas revenue growth has declined. Worth discussing...
The question worth discussing is how Palantir can maintain its competitive edge and sustain high growth rates. Given the nature of its business, obtaining defense qualifications tends to be a long process. Acquiring the US Department of Defense's IL6 (Top Secret) certification typically takes 18-36 months. Additionally, trust accumulation takes even longer; the company has been established for over 20 years and has accumulated extensive know-how in the defense sector. Although there are companies like Anduril Industries in the same field, Palantir holds differentiated advantages in decision-making priorities, latency, and application scenarios. Palantir focuses more on acting as a military brain for data processing and decision support, while Anduril emphasizes building autonomous hardware-software integrated physical systems.
Author | Calvin $Palantir (PLTR.US)$ This fourth-quarter earnings report once again surpassed market expectations. The company's overall quarterly revenue growth has been accelerating since Q3 of 2023. Continuously increasing Total Contract Value (TCV) provides order support for sustaining high growth. The company disclosed a 138% increase in TCV to $4.262 billion. Core Financial Indicators Revenue:$1.41 billion, surpassing the expected $1.33 billion, with a year-over-year growth of 70%, exceeding expectations by 4.88%. Unadjusted Earnings Per Share (EPS):$0.24, higher than the analysts' expectation of $0.182, with a year-over-year growth of 698.83%. Positive Signals from the Earnings Report Palantir’s customer count grew by 34% year-over-year and 5% quarter-over-quarter. Meanwhile, net revenue retention reached 139%, reflecting not only Palantir’s high customer retention but also its ability to generate additional revenue growth from existing customers. As the company scales up its revenue and unit costs are spread out, profit margins continue to rise. Revenue structure U.S. business continues to expand its share of the company’s total revenue, showing strong growth momentum. Among which, US commercial revenue increased by 137% year-over-year and 28% quarter-over-quarter, reaching 5.07 billion US dollars. US government revenue increased by 66% year-over-year and 17% quarter-over-quarter, reaching 5.70 billion US dollars. In contrast, overseas revenue growth has declined. Worth discussing...
profit guidance.
First quarter 2026 revenue: Expected revenue is between 1.532 billion USD and 1.536 billion USD, with the midpoint exceeding analysts' expectations of 1.32 billion USD.
Full-year 2026 revenue: The company expects full-year revenue to be between 7.182 billion USD and 7.198 billion USD, also surpassing FactSet's expectation of 6.22 billion USD.
Valuation
After the earnings announcement, Palantir's price-to-earnings ratio dropped from over 340 times to 216 times. Following the release of the financial report, the stock price rose by more than 10%.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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