PLTR
PLTR 4Q25: Another Accelerating Quarter, Alleviating Prior Concerns Around Competitive Pressure
FUNDA
Q4 beat with 70% y/y growth; FY26 guide up to 61% vs ~40% Street, US Commercial +137% sustains momentum.
The quarter played out very closely to what we outlined in our preview. Both Government and Commercial segments continued to accelerate in Q4, and the company demonstrated an ability to carry this momentum into FY26.
Financial Performance
FY25Q4 Overall Performance
In FY25Q4, revenue growth accelerated to 70% year over year, up meaningfully from 63% year over year in the prior quarter. Revenue exceeded the high end of guidance by 6% and consensus expectations by 6%.
FY25Q4 Government Segment
Continue reading with FUNDA
This report is available to subscribers. Sign in or subscribe to read the full analysis.