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Palantir Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary2 Feb, 2026
Executive summary
Q4 2025 revenue grew 70% year-over-year and 19% sequentially to $1.41 billion, with U.S. commercial revenue up 137% year-over-year to $507 million and U.S. business representing 77% of total revenue.
FY 2025 revenue reached $4.48 billion, up 56% year-over-year, with U.S. commercial revenue up 109% and U.S. government revenue up 55%.
Closed 180 deals of at least $1 million, 84 deals of at least $5 million, and 61 deals of at least $10 million in Q4 2025, with record TCV of $4.26 billion.
AI adoption is accelerating, with customers moving from AI adopters to AI-native enterprises, driving rapid expansion and transformational impact.
U.S. commercial TCV reached $1.34 billion in Q4, up 67% year-over-year.
Financial highlights
Q4 2025 adjusted operating income was $798 million (57% margin); full-year adjusted operating income was $2.25 billion (50% margin).
Q4 2025 GAAP net income was $609 million (43% margin); full-year GAAP net income was $1.63 billion (36% margin).
Q4 2025 adjusted free cash flow was $791 million (56% margin); full-year adjusted free cash flow was $2.27 billion (51% margin).
Ended Q4 2025 with $7.2 billion in cash, cash equivalents, and short-term U.S. Treasury securities, and no debt.
Q4 2025 adjusted EBITDA was $805 million (57% margin); FY 2025 adjusted EBITDA was $2.28 billion (51% margin).
Outlook and guidance
Q1 2026 revenue expected between $1.532 billion and $1.536 billion; adjusted income from operations between $870 million and $874 million.
FY 2026 revenue guidance of $7.182 billion to $7.198 billion, representing 61% year-over-year growth.
U.S. commercial revenue for FY 2026 expected to exceed $3.144 billion (at least 115% growth); adjusted operating income guidance of $4.126 billion to $4.142 billion.
FY 2026 adjusted free cash flow expected between $3.925 billion and $4.125 billion.
GAAP operating income and net income expected in every quarter of 2026.
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Next Palantir Technologies earnings date
Q1 20264 May, 2026
Palantir Technologies
Next Palantir Technologies earnings date
Q1 20264 May, 2026
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Frequently asked questions
Specializing in big data analytics
Palantir Technologies is a software company that specializes in data analytics and provides solutions to government agencies, commercial organizations, and non-profit entities.
The company's software is used for a variety of purposes, including fraud detection, intelligence gathering, and crisis management.
Some of Palantir’s competitors include Splunk, Alteryx, and Cognizant.
The main business segments
Palantir operates through two main business segments:
Government. Providing software and data analytics solutions to government agencies, including intelligence and defense agencies, law enforcement, and healthcare organizations.
Commercial. Providing software solutions to commercial organizations, including financial institutions, energy companies, and healthcare providers.
Interesting facts about Palantir
Palantir was founded in 2003 and is headquartered in Denver, Colorado. The company has a global presence, with operations in over 20 countries.
Palantir's software has been used in a number of high-profile cases, including the capture of Osama bin Laden and the tracking of COVID-19 cases in the United States.
Another interesting fact about Palantir is that the company's co-founder, Peter Thiel, was an early investor in several successful tech startups, including Facebook (Meta) and also one of the founders of PayPal.
Additionally, Palantir has faced controversy over its work with government agencies, including protests from employees over the company's involvement with the US Immigration and Customs Enforcement agency.
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