PLTRAIMETAMSFTNOW

PLTR: Strong Earnings and Our Reflections

FUNDA·February 4, 2025

6% revenue beat, FY25 guide 31% and Q1 ~35% YoY; lower inference costs and defense/healthcare demand drive upside.

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First of all, I would like to apologize to everyone.

After accurately previewing PLTR and C3 last quarter, as well as META and MSFT this quarter, we did not correctly anticipate the direction of Palantir's performance this time.

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Earnings Review

The earnings were robust, exceeding all buy-side and sell-side expectations.

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