Q2 2025 Earnings — Results of Operations, Reg FD Disclosure
Filed August 4, 2025
U.S. commercial revenue surged 93% year-over-year to $306 million, total contract value hit a record $2.27 billion (up 140%), and the company raised full-year 2025 revenue guidance to 45% growth, blowing past Wall Street expectations. With a Rule of 40 score of 94% and Q3 guided at 50% year-over-year growth — the fastest sequential jump in company history — Palantir is signaling that AI-driven demand is accelerating, not plateauing.
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.