Palantir Non-GAAP EPS of $0.21 beats by $0.04, revenue of $1.18B beats by $90M

Palantir press release (PLTR): Q3 Non-GAAP EPS of $0.21 beats by $0.04.
Revenue of $1.18B (+62.6% Y/Y) beats by $90M.
Closed 204 deals of at least $1 million, 91 deals of at least $5 million, and 53 deals of at least $10 million
Closed a record-setting $2.76 billion of total contract value (“TCV”), up 151% year-over-year
- Closed a record-setting $1.31 billion of U.S. commercial TCV, up 342% year-over-year
U.S. commercial remaining deal value (“RDV”) of $3.63 billion, up 199% year-over-year and 30% quarter-over-quarter
For full year 2025:
- We are raising our revenue guidance to between $4.396 – $4.400 billion.
- We are raising our U.S. commercial revenue guidance to in excess of $1.433 billion, representing a growth rate of at least 104%.
- We are raising our adjusted income from operations guidance to between $2.151 – $2.155 billion VS $4.16B consensus
- We are raising our adjusted free cash flow guidance to between $1.9 – $2.1 billion.
- And we continue to expect GAAP operating income and net income in each quarter of this year.
For Q4 2025, we expect:
- Revenue of between $1.327 – $1.331 billion $1.18B consensus
- Adjusted income from operations of between $695 – $699 million.
Shares +5%.