Palantir Q4 Earnings: Revenue Beat, EPS Beat, US Revenue Up 52%, Customer Count Up 43%, Strong Guidance — 'This Is A New Phase ... Unlike Anything That Has Come Before'

Palantir Technologies Inc PLTR reported fourth-quarter financial results after the market close on Monday. Here’s a look at the key details from the quarter.

Q4 Earnings: Palantir reported fourth-quarter revenue of $827.52 million, beating the consensus estimate of $775.91 million. The company reported fourth-quarter adjusted earnings of 14 cents per share, beating analyst estimates of 11 cents per share.

Palantir has now met or exceeded analyst estimates in six consecutive quarters, according to data from Benzinga Pro.

Total revenue was up 36% year-over-year and U.S. revenue grew 52% year-over-year. U.S. Commercial revenue grew 64% year-over-year to $214 million and U.S. Government revenue climbed 45% year-over-year to $343 million.

Palantir’s customer count grew 43% year-over-year and 13% on a quarter-over-quarter basis. The company said it closed 129 deals worth over $1 million during the quarter and 58 deals worth at least $5 million. Palantir generated $460 million in cash from operations and $517 million in adjusted free cash flow in the quarter.

Palantir ended the quarter with $5.2 billion of cash, equivalents and short-term U.S. treasury securities.

“Our business results continue to astound, demonstrating our deepening position at the center of the AI revolution. Our early insights surrounding the commoditization of large language models have evolved from theory to fact,” said Alex Karp, co-founder and CEO of Palantir.

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Guidance: Palantir expects first-quarter revenue to be in the range of $858 million to $862 million, versus estimates of $799.35 million. The company expects full-year 2025 revenue to be between $3.74 billion and $3.76 billion versus estimates of $3.52 billion.

Palantir also guided for positive GAAP operating income and net income in each quarter of 2025 and said it anticipates full-year adjusted free cash flow between $1.5 billion and $1.7 billion.

“We are still in the earliest stages, the beginning of the first act, of a revolution that will play out over years and decades,” Karp said in a letter to shareholders.

“This is not an incremental advance or marginal acceleration of our business. This is a new phase. And the momentum we are seeing across sectors, both commercial and government, is unlike anything that has come before.”

Management will hold a conference call with analysts and investors to further discuss the quarter at 5 p.m. ET.

PLTR Price Action: Palantir shares were up approximately 10% year-to-date heading into the print. The stock was up 18.09% after-hours, trading at $98.99 at the time of publication Monday, according to Benzinga Pro.

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