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Palantir Third-Quarter Revenue Beats Expectations and Full-Year Guidance Raised

4 reports1 discussions5 story updatesUpdated Nov 4 05:05

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Palantir announced its third-quarter results and raised its full-year revenue guidance. SiliconANGLE reported that its third-quarter revenue was $2.313 billion, up 96% year over year, and adjusted earnings per share were 44 cents, both above analysts' expectations, and it raised its full-year revenue guidance for the third time to $8.530 billion to $8.534 billion; U.S. commercial revenue was $984 million, up 148% year over year, surpassing U.S. government revenue of $953 million for the first time. heise online reported that Palantir expects revenue of about $2.65 billion this quarter, up about 90% year over year, and mentioned that the United Kingdom signed a $1 billion military product contract with it in September 2025, and that German Interior Minister Dobrindt is assessing the full use of its software in German security agencies.

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Palantir Q3 revenue $2.31 billion, total enterprise contract value declines quarter-over-quarter

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1 confirmed developments

  1. Palantir's third-quarter revenue beats expectations and full-year guidance raised

    Source:SiliconANGLE

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Nov 4

  1. TechCrunch AI

    Palantir Q3 revenue $2.31 billion, total enterprise contract value declines quarter-over-quarter

    Palantir's Q3 revenue grew 96% year-over-year to $2.31 billion, surpassing $2 billion for the first time, with U.S. commercial revenue of $984 million exceeding U.S. government revenue of $953 million for the first time. However, U.S. enterprise contract value totaled $1.46 billion in the quarter, below the record $2.13 billion in the previous quarter. CEO Alex Karp said enterprise customers are signing contracts faster and with shorter terms, but these can be expanded substantially later.

  2. heise online

    Palantir expects revenue of about $2.65 billion this quarter, up about 90% year over year

    When Palantir reported earnings on Monday, it projected revenue of about $265 million this quarter, up about 90% year over year; in the previous quarter, revenue rose 96% year over year to $2.3 billion, and quarterly profit rose 49% year over year to $1.13 billion. Growth came mainly from the U.S. market, where U.S. government business grew 96% to $953 million and U.S. commercial business grew 148% to $984 million. The United Kingdom signed a $1 billion military products contract with Palantir in September 2025, and German Interior Minister Dobrindt is also evaluating the full use of its software in German security agencies.

Nov 3

  1. TMTPost · AGI

    Edge AI Daily Morning Brief (November 3): Anthropic Files for IPO, GPT-6.2 Astra and…

    On October 26, 2026, Anthropic submitted a Form S-1 to the SEC, planning to list on Nasdaq under the ticker "ANT," with market estimates valuing it at $1.5 trillion to $2 trillion, and trading potentially beginning as early as the week of November 16. Between November 1 and 2, the next-generation flagship models from OpenAI and Anthropic were leaked in succession: GPT-6.2 Astra has already been in gray-scale testing on about 20% of traffic in the Codex backend, while the Claude 5.5 series includes the unguardrailed Mythos 5.5 and Fable 5.5, which supports a 1 million token context; neither the naming nor the capabilities have been officially confirmed. During the same period, Amazon AWS's quarterly capital expenditure rose from $35.1 billion to $77.3 billion, and the Nasdaq 100 index fell more than 10% from its October 6 high.

  2. Fortune TechRelated discussion

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    This post contributes to heat; it is not a formal report or confirmed fact.

  3. SiliconANGLE

    Palantir's Q3 results beat expectations, with US commercial revenue surpassing government revenue for the first time

    Palantir's Q3 revenue was $2.313 billion, up 96% year-over-year, with adjusted earnings per share of 44 cents, both above analyst expectations, and it raised its full-year revenue guidance for the third time. US commercial revenue reached $984 million, up 148% year-over-year, surpassing US government revenue of $953 million for the first time. The company's Q4 revenue guidance is $2.649 billion to $2.653 billion, and its full-year guidance was raised to $8.530 billion to $8.534 billion.

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