PLTRBAACNMSFT
PLTR 3Q25: The Acceleration Trend Is Likely to Continue This Quarter
FUNDA
Channel checks cite 10–11% QoQ growth, US gov obligations >Q2, pointing to sustained accel through Q4.
Overall
The key question for the market is whether Palantir can sustain its growth acceleration. Based on available data points, the company appears capable of maintaining its current momentum.
Channel Feedback
Channel Partner
- “Growth is continuing. We had about 10% QoQ in Q1 and a slight uptick to 11% in Q3. It is increasing again.” (Implying an annualized run rate of ~50–55%, compared with ~40–45% in 2024.), “We do not formally issue forecasts, but we expect continued growth, with steady revenues early in the quarter and a continuation of that trend. I would take 20% quarter on quarter, and for the full year it would be about >60%.”
Cloud Service Provider (CSP) Channels
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