Palantir | Q2 2025: Rocketing AI-driven growth and record contracts

Palantir presented results in the second quarter of 2025 that exceeded even the most optimistic market expectations. The company benefits from the massive demand for its AI-powered platforms and confirms its role as a major player in the digitization of government institutions and commercial companies. The US commercial division in particular is showing the most momentum, becoming a key driver of growth.

For investors, Palantir $PLTR has shown that it is not just an "AI story", but a truly growing business with record contracts, strong profitability and a booming customer base. As a result, the increased outlook for the full year 2025 continues to set the bar high.

How was the last quarter?

Revenue was $1.004 billion, representing 48% year-over-year growth and 14% sequential improvement. The U.S. commercial division was clearly the driver, with sales up 93% to $306 million. The U.S. government segment then added 53% to 426 million. Overall, U.S. revenue grew 68% and is a growing part of…