Palantir Posts Outstanding Q4 Earnings

Palantir Technologies Inc. entered the February 3, 2026 news cycle with the kind of quarter that gives even the most cynical investor very little to squint at. For Q4 2025, Palantir reported revenue of $1.407 billion (+70% YoY), GAAP net income of $609 million, and GAAP income from operations of $575 million (41% margin) — plus adjusted EPS of $0.25. The market reaction was broadly upbeat in initial trading headlines, with shares moving higher after the release.

The U.S. market did most of the talking, with the report showing U.S. revenue up 93% YoY to $1.076 billion, with U.S. commercial revenue up 137% YoY to $507 million and U.S. government revenue up 66% YoY to $570 million. Overall customer count also increased by 34% compared to last year. Palantir didn’t just ride the AI wave — it filed it neatly under "recurring".

Palantir said it closed 180 deals of at least $1 million, including 84 deals of at least $5 million and 61 deals of at least $10 million. It also posted total contract value of $4.262 billion (up 138% YoY) and the remaining deal value of the U.S. commercial market at $4.38 billion (up 145% YoY). That's the kind of backlog math that keeps growth investors from wandering off mid-call. CEO and cofounder Alex C. Karp highlighted a Rule of 40 score of 127%. That's huge - for perspective, only 28% of publicly traded software companies manage to get 100%, those who do rarely go beyond 6%-12%. The 'Rule of 40' is used as a company health metric, and is based off revenue growth and profit margins.

Palantir said it expects Q1 2026 revenue of $1.532–$1.536 billion, and full-year 2026 revenue of $7.182–$7.198 billion, alongside an expectation of GAAP operating income and net income in each quarter of 2026. This is one of those quarters where the numbers are so good that the investing question shifts from whether demand exists to how long the company can keep turning it into operating leverage at this pace.

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