Financial Report Preview | Palantir (PLTR.US) Q3 financial report is about to be released. With the continuing AI boom, it is expected that revenue growth will accelerate once again.

American data software company Palantir (PLTR.US) will announce its third quarter performance for 2025 after the US stock market closes on Monday. Wall Street currently estimates that Palantir's third-quarter revenue will increase by 50.7% year-on-year to $1.09 billion, with an adjusted earnings per share of $0.17. Palantir announced impressive second-quarter performance in August. Data shows that Palantir's second-quarter revenue increased by 48% year-on-year, beating market expectations of 38%, marking the eighth consecutive quarter of revenue growth acceleration. The company's US business revenue in the second quarter soared by 68% year-on-year, with government business growing by 53%, partly due to signing a large 10-year, $10 billion contract with the US Department of Defense. This contract consolidated 75 contracts previously signed with the US Army, representing a significant breakthrough for the company in the government sector. Notably, US commercial revenue skyrocketed by 93% year-on-year, becoming a core driver of overall business growth. In comparison, Palantir's development in markets outside the US has been relatively slow. Some peers in the field of data and analysis software of Palantir have already released their third-quarter performance, providing investors with some forward-looking references. For example, Strategy (MSTR.US) achieved a 10.9% increase in third-quarter revenue compared to market expectations of 9.1%, while Confluent (CFLT.US) saw a 19.3% increase in third-quarter revenue compared to market expectations of 2.1%. It is worth mentioning that Palantir has recently secured large contracts one after another. Last week, it was reported that Palantir will sign a memorandum of understanding with the Polish Ministry of National Defense. Although details were not disclosed by the Polish Ministry of National Defense, this agreement is a significant follow-up to the memorandum of understanding signed between Palantir and Poland at the end of last year, with a focus on deep cooperation in network security and artificial intelligence. In mid-October, Snowflake (SNOW.US) and Palantir announced a partnership to integrate Snowflake's AI data cloud with Palantir's AI platform. Data shows that the ongoing global trend of AI applications software has driven Palantir's stock price up by over 165% this year. Since 2023, Palantir's stock price has skyrocketed, primarily due to the company's expanding influence in the field of artificial intelligence applications and the significant increase in market demand for the company's unique AI ecosystem and exclusive AI application software. Palantir's largest customers are the US government, major government intelligence agencies, and defense contractors globally, while also earning significant revenue from large global companies. Palantir's launch of the Palantir AI Platform (AIP) in 2023 has received widespread attention and is being used on a large scale by over 100 organizations globally, including in the healthcare and automotive industries. The company is also in talks with over 300 additional companies. The core selling point of the AIP platform leans towards AI applications, including an AI assistant like ChatGPT, to help businesses analyze and make decisions on their big data operations, and to help clients efficiently access Palantir's modules and functions in a low technical threshold manner. The generative AI platform "AIP" of Palantir is fully integrated with the existing data analysis software ecosystem of Palantir, allowing customers to easily access core modules and functions of Palantir through simple inquiries. This enables businesses to effectively apply generative artificial intelligence to data analysis, enhancing insights and operational efficiency. The platform supports a range of AI technology-driven applications, from automated materials shortage management, logistics and supply chain optimization, to predictive maintenance and threat detection in complex computing scenarios.