Palantir Technologies PLTR reported better-than-expected second-quarter 2025 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate.
Adjusted earnings of 16 cents per share increased 77.8% year over year and surpassed the consensus mark by 14.3%. Revenues of $1 billion topped the Zacks Consensus Estimate by 7% and jumped 48% year over year.
Palantir Technologies Inc. Price, Consensus and EPS Surprise
Palantir Technologies Inc. price-consensus-eps-surprise-chart | Palantir Technologies Inc. Quote
Q2 Revenue Details of PLTR
The U.S. revenues of $733 million surged 68% year over year. U.S. commercial revenues grew 93% year over year to $306 million. U.S. government revenues rose 53% year over year to $426 million.
Palantir closed 157 deals of at least $1 million, 66 deals of at least $5 million and 42 deals of at least $10 million in the quarter.
The total U.S. commercial contract value came in at $843 million, up 222% year over year. The U.S. commercial remaining deal value came in at $2.79 billion, up 145% year over year. The customer count grew 43% on a year-over-year basis.
Palantir’s Margins Expand
Adjusted EBITDA came in at $470.9 million in the second quarter of 2025, which increased 69% from the prior-year period's $261.6 million. The adjusted EBITDA margin of 47% improved by 800 basis points year over year.
Key Balance Sheet and Cash Flow Figures of PLTR
Palantir ended the quarter with a cash and cash equivalent balance of $929.6 million compared with $2.1 billion at the end of the December-end quarter of 2024. Operating cash in the quarter was $539.2 million.
PLTR’s Guidance
For the third quarter of 2025, Palantir anticipates revenues in the range of $1.08-$1.09 billion. The guided range is above the current Zacks Consensus Estimate of $938.3 million.
For 2025, revenues are expected between $4.14 billion and $4.15 billion. The guided range is above the current Zacks Consensus Estimate of $3.92 billion. Adjusted income from operations is anticipated between $1.91 and $1.92 billion. The adjusted free cash flow is projected to be between $1.8 and $2 billion.
Palantir currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings Snapshot
Fiserv, Inc. FI reported mixed second-quarter 2025 results, wherein earnings beat the Zacks Consensus Estimate, but revenues missed the same.
FI’s adjusted EPS of $2.47 topped the consensus mark by 2.5% and rose 16% year over year. Adjusted revenues of $5.2 billion missed the consensus estimate by a slight margin but gained 1.7% on a year-over-year basis.
The Interpublic Group of Companies, Inc. IPG reported impressive second-quarter 2025 results. Both earnings and revenues beat the Zacks Consensus Estimate.
IPG’s adjusted earnings of 75 cents per share surpassed the Zacks Consensus Estimate by 36.4% and jumped 23% from the year-ago quarter. Revenues before billable expenses (net revenues) of $2.2 billion beat the consensus estimate by a slight margin but declined 19.8% year over year. Total revenues of $2.5 billion decreased 7.2% year over year but outpaced the Zacks Consensus Estimate of $2.2 billion.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
