💣 Shocking Q4 Results | Palantir Bullets #167
Perfection made numbers.
Editor: Emanuele Marabella
Last week:
Palantir delivered shocking Q4 results:
+70% YoY Revenue Growth;
+137% YoY US Commercial Revenue Growth;
+49% YoY US Commercial Client Count;
57% EBIT Adj. Margin;
43% Net Profit Margin.
Tribal knowledge
Arny Trezzi@arny_trezzi
There is SaaS, then there is $PLTR:
9:31 PM · Feb 2, 2026 · 32.7K Views
25 Replies · 73 Reposts · 776 Likes
Arny Trezzi@arny_trezzi
What does $PLTR do?
PRRRRRRRRRRRRRRRRRRRRRR
9:40 PM · Feb 2, 2026 · 10.5K Views
16 Replies · 16 Reposts · 348 Likes
Arny Trezzi@arny_trezzi
$PLTR SPELLS MAGIC
12:40 PM · Feb 3, 2026 · 24.3K Views
17 Replies · 45 Reposts · 483 Likes
Arny Trezzi@arny_trezzi
$PLTR DOMINATES.
Palantir @PalantirTech
Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.
Q4 U.S. commercial revenue grew 137% y/y and adjusted operating
9:10 PM · Feb 2, 2026 · 28.4K Views
16 Replies · 51 Reposts · 660 Likes
Arny Trezzi@arny_trezzi
Inevitable.
Arny Trezzi @arny_trezzi
$PLTR US Commercial has been loading up for 2y.
Clients grew more than 2x, but Revenues "only" by 74%.
Is the catch-up INEVITABLE?
1:07 PM · Feb 3, 2026 · 28.7K Views
15 Replies · 49 Reposts · 478 Likes
Jawwwn@jawwwn_
Palantir CTO @ssankar on the software stock sell-off:
"Modestly— we're the only company that has the knowledge to turn AI into economic value."
"It speaks to the amount of fear that exists."
"People are looking around at the software they've bought historically and are saying,
Jawwwn @jawwwn_
Palantir CEO Alex Karp on @tbpn:
“I would say, modestly, I’m the most humble I’ve ever been.
“You would never build a software company downstream from value creation. It’s all— how do I make the client feel like they’re getting laid while they’re getting fucked.”
3:54 AM · Feb 6, 2026 · 93.5K Views
13 Replies · 49 Reposts · 392 Likes
Eliano A Younes@eliano
nice feature on Palantir CTO @ssankar in this weekend’s @thetimes 🇬🇧
A self-described “reindustrialisation maximalist”, he says globalisation has gone too far since the fall of the Berlin Wall, and US companies in every sector should be doing all they can to reduce their supply
6:04 PM · Feb 8, 2026 · 21.3K Views
11 Replies · 46 Reposts · 398 Likes
Tweet of the week
Eliano A Younes@eliano
ranking of software companies delivering value with AI
7:26 PM · Feb 4, 2026 · 51.3K Views
33 Replies · 41 Reposts · 817 Likes
Yours,
Arny
Reach me:
Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.