Deep Dive: Palantir (PLTR) — AI Contracts and Government Growth Drivers
Executive summary Summary fundamentals Detailed fundamental analysis Revenue composition and trends Palantir’s Q2 2025 revenue acceleration to $1.004B was driven by both U.S. government contracts (+49% YoY for government revenue) and commercial growth (U.S. commercial revenue +93% YoY to $306M) (Palantir Q2 slides). The firm separates strategic commercial contracts from recurring commercial revenue; excluding strategic…
