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FY2025 Q4
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Отчётный звонок Palantir Technologies Inc.
Вывод Buzzberg
Company guides 2026 revenue growth to 61%
Palantir reported a historic quarter with 70% YoY revenue growth, driven by explosive US commercial momentum and strong government demand. Management provided bullish guidance for 61% growth in 2026, highlighting the success of their AIP platform and expansion into new areas like defense supply chains. Q4 2025 revenue grew 70% YoY to $1.407B, with US commercial revenue up 137% YoY.
Вывод Buzzberg Company guides 2026 revenue growth to 61% Palantir reported a historic quarter with 70% YoY revenue growth, driven by explosive US commercial momentum and strong government demand. Management provided bullish guidance for 61% growth in 2026, highlighting the success of their AIP platform and expansion into new areas like defense supply chains. Q4 2025 revenue grew 70% YoY to $1.407B, with US commercial revenue up 137% YoY. Читать полный анализСвернуть анализ
Palantir reported a historic quarter with 70% YoY revenue growth, driven by explosive US commercial momentum and strong government demand. Management provided bullish guidance for 61% growth in 2026, highlighting the success of their AIP platform and expansion into new areas like defense supply chains. Q4 2025 revenue grew 70% YoY to $1.407B, with US commercial revenue up 137% YoY.
- Full-year 2026 revenue guidance is $7.19B midpoint, representing 61% YoY growth.
- Closed a record $4.3B in TCV bookings in Q4, up 138% YoY.
- Management emphasized 'Ship OS' and 'Warp Speed' as key drivers for defense reindustrialization.
Выручка$1.4068BФакт
EPS$0.25Факт
Валовая маржа84.65%Факт
Операционная маржа40.9%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
AI
AIP demand is accelerating U.S. outperformance
AI Adoption
Customers moving from AI adopters to AI-native enterprises
Показать ещё 3 тезиса
AI Product
AIFD compresses SAP ECC-to-S4 migrations to two weeks
Momentum
Management enters 2026 with strong footing
Defense
Defense users are building their own agent swarms
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $1.4068B | Факт |
| EPS | $0.25 | Факт |
| Валовая маржа | 84.65% | Факт |
| Операционная маржа | 40.9% | Факт |
| Свободный денежный поток | $0.764B | Факт |
| Капзатраты | $0.0133B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| Выручка | FY2026 | $7.182B–$7.198B | $7.19B | Обозначен |
| Выручка | FY2026 Q1 | $1.532B–$1.536B | $1.534B | Обозначен |
AI, капзатраты и спрос
Оценка менеджмента
Bullish
Management repeatedly called results historic and iconic, highlighted record growth and bookings, and raised 2026 guidance to 61% revenue growth with continued margin expansion.
Оценка AI от менеджмента
Management frames AI demand as accelerating and differentiating: customers are moving from pilots to large-scale commitments, and AIP is collapsing time-to-value with Hivemind and AIFD expanding into new problem sets like SAP migrations and defense autonomy. They position Palantir as uniquely focused on scaling AI leverage in production rather than selling commoditized models.
все упомянутые компании ниже: 5
Компаниис момента звонка
Клиенты
Клиенты
Ryan Taylor
Johnson Controls is a reference customer validating Palantir's AI-driven transformation of a legacy industrial company, indicating deep, successful adoption.
Доказательства
“As Johnson Controls noted about our work together, quote, it is really incredible to see that you can transform a 140-year-old company with the power of AI.”
Клиенты
Ryan Taylor
Lear's rapid expansion from a pilot to enterprise-wide deployment showcases Palantir's land-and-expand strategy and the value of its platform.
Доказательства
“Lear noted at our recent DEVCON conference their experience starting with 100 users and 4 use cases and growing to 16,000 users and 280 use cases.”
Цепочка поставок
Цепочка поставок
Sean Sankar
Palantir is deploying a new platform, Ship OS, across the US submarine industrial base, reducing planning time from 160 hours to 10 minutes and material review from weeks to under an hour. — This signals a major digital transformation across US shipbuilders like Huntington Ingalls and General Dynamics Electric Boat, potentially impacting their operational efficiency and production timelines.
Доказательства
“Ship OS was the most significant development in Q4, rolling out warp speed to accelerate submarine production and sustainment across shipbuilders, shipyards, and critical suppliers. At one shipbuilder, we took planning from 160 hours of”
Цепочка поставок
Sean Sankar
A customer making a new weapon system saw a 40x improvement in throughput using Warp Speed, implying its software can significantly accelerate production for complex, changing designs. — This suggests Palantir's offering is becoming critical infrastructure for prime defense contractors like RTX and Lockheed Martin, improving their ability to deliver modern systems.
Доказательства
“a different customer making a brand new weapon system that is still constantly changing designs was able to see a 40x improvement in throughput with a production system that scales with the design velocity rather than breaking under it.”
Цепочка поставок
Sean Sankar
Palantir's Maven system is being expanded to support simultaneous real-world events across combatant commands and will be rolled out to all combatant commands this fiscal year. — The expansion of Maven within the DoD solidifies Palantir's role as a core software provider, potentially at the expense of legacy systems from prime contractors.
Доказательства
“Maven usage is at all-time highs, supporting simultaneous real-world events across combatant commands and the Joint Force. Maven will continue to be rolled out to all combatant commands and many more networks over the rest of this”
Внешние сигналы
Альфа цепочки поставок · 3с момента звонка
Palantir is deploying a new platform, Ship OS, across the US submarine industrial base, reducing planning time from 160 hours to 10 minutes and material review from weeks to under an hour.
Доказательства
“Ship OS was the most significant development in Q4, rolling out warp speed to accelerate submarine production and sustainment across shipbuilders, shipyards, and critical suppliers. At one shipbuilder, we took planning from 160 hours of ef…”
A customer making a new weapon system saw a 40x improvement in throughput using Warp Speed, implying its software can significantly accelerate production for complex, changing designs.
Palantir's Maven system is being expanded to support simultaneous real-world events across combatant commands and will be rolled out to all combatant commands this fiscal year.
Доказательства
“Maven usage is at all-time highs, supporting simultaneous real-world events across combatant commands and the Joint Force. Maven will continue to be rolled out to all combatant commands and many more networks over the rest of this governme…”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 5. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.