👌 Perfect Explosive Earnings | Palantir Bullets #142

"There is no comparison"

Editor: Emanuele Marabella

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• Palantir released its Q2 earnings. A work of art:

  • +48% YoY Revenue growth;

  • +93% YoY US Commercial Revenue growth;

  • +82% EBIT Adj. at 46% Margin;

  • +43% YoY Customer Count;

  • Raised FY25 Revenue Guidance to 45% YoY growth.

Our analysis at Palantir Weekly:

• The strength of results changed the minds of even the most critical analysts like Jefferies’ Brent Thill.

  

  Other major updates:

  

• Unstructured joined Palantir’s FedStart program to accelerate its path to FedRAMP High and IL-5 compliance.

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