Record Revenue Growth: Palantir reported a remarkable 48% year-over-year (YOY) revenue growth in Q2 2025, surpassing $1 billion for the first time in quarterly revenue. U.S. commercial business grew by an impressive 93% YOY, indicating strong demand for Palantir's AI solutions. U.S. government revenue increased by 53% YOY, demonstrating substantial growth across different sectors.

Positive Guidance for Q3 and Full Year 2025: The company anticipates Q3 revenue between $1.083 billion and $1.087 billion, representing over 8% sequential growth and a 50% YOY increase. They also raised their full-year revenue guidance to between $4.142 billion and $4.150 billion, along with U.S. commercial revenue expectations above $1.302 billion, indicating strong ongoing demand.

High Rule of 40 Score: Palantir achieved a Rule of 40 score of 94 in Q2, reflecting a healthy combination of growth and profitability, significantly higher than the previous 83 and indicating strong operational efficiency and success in scaling their business.