Q4 2024 Earnings — Results of Operations, Reg FD Disclosure
Filed February 3, 2025
U.S. revenue surged 52% year-over-year to $558 million in Q4, powered by explosive U.S. commercial contract signings of $803 million (up 134% Y/Y), while full-year 2025 revenue guidance of $3.74–$3.76 billion represents ~31% growth that management says "eviscerates" Wall Street estimates. The combination of accelerating AI-driven demand, a Rule of 40 score of 81%, and $5.2 billion in cash signals Palantir is translating its early AI platform bet into a durable, high-margin growth engine with widening competitive separation.
Filing Items
Item 2.02 — Results of Operations
The company is reporting its quarterly or annual financial results. This is the filing that accompanies an earnings call.
Item 7.01 — Reg FD Disclosure
Information shared at an investor day, conference, or guidance update. Regulation FD requires companies to disclose material information to all investors simultaneously.
Item 9.01 — Financial Statements
Financial statements and exhibits are attached to this filing. Usually accompanies other items rather than standing alone.
No product milestones were identified in this filing. It may contain financial results, routine disclosures, or operational updates that don't represent specific product execution events.