Hey Folks, Palantir has been on a tear of the last few months, with solid numbers in its latest earnings and an intriguing new partnership coming together!
Let's break it down... | | | TWG Global Partnership Financial services is a maze of risk models, compliance gates and fraud signals. The joint push with TWG Global is designed to cut through that complexity by marrying TWG's industry strengths with Palantir's software. Why it matters for growth - Faster deals. Instead of hearing a vague AI pitch, executives see ready-to-use examples—like fraud detection or credit risk—that fit their business. That makes decisions quicker and helps Palantir close more deals.
- Built to grow. Once a bank sets up its data and decision-making inside Palantir, it's easy for other teams to join in—leading to more users and more work running on the platform.
This may help explain why U.S. commercial revenue jumped from $159M in Q2'24 to $309M in Q2'25 (+93%). | | | Government momentum = multi-year durability On the public sector side, Palantir's U.S. government revenue climbed from $278M to $426M year over year (+53%) in Q2. The signal here isn't just growth; it's budgeted growth—programs of record and mission workflows moving from pilot to funded deployment. That usually means: - Longer visibility. Government contracts extend for years and expand as new missions onboard.
- High switching costs. Once data fusion, model governance, and decision tooling are standardized, alternatives face steep replacement friction.
- Credibility halo. Operational wins in defense, intel, and civil agencies help draw in new commercial customers
| | | Not just bigger wallets—more wallets A common bear case for platform software is "it's all upsell." Q2 undercuts that. U.S. commercial customer count rose 64% year over year—from 295 in Q2'24 to 485 in Q2'25. That matters for a few reasons: 1. More customers means more opportunity. Having a bigger customer base means Palantir has more chances to expand within accounts and get referrals from satisfied clients—making it cheaper and easier to win new business over time. 2. New customers scale faster. Clients that sign up now, in the AIP era, are getting started with ready-made workflows. That helps them see value quickly and grow their usage faster than earlier customers. 3. Balanced growth is safer. Because Palantir's revenue comes from both existing customers spending more and new customers signing on, the company isn't overly dependent on any one client's budget. | | | The global growth Outside the U.S., the growth is solid too. Global commercial revenue grew 47% year over year, while global government revenue increased 49%. . Watch list for the coming quarters ✅ New vs. existing customers. With 485 U.S. commercial customers, it's important to watch how many are brand-new signups and how quickly those new accounts grow in their first few quarters. ✅ Global copy-paste. If Palantir can take solutions that work in one country and roll them out in others without needing to hire lots more people, that's a strong sign global growth can keep scaling efficiently. In the past few months, Palantir hasn't just been making more AI announcements—it's been proving that its sales strategy is working at scale.....and the numbers back it up! | | | | | | | As a ZipTrader+ member you'll get access to the following features: ✅ Daily Briefings ✅ Charlie's Options Ideas ✅ Realtime News Alerts (A.I.) ✅ Whale & Algo Buy Alerts ✅ Price Targets ✅ Algo Trading Report ✅10+ Hour ZipTraderU Lesson Library & Much More... See you on the battlefield! -Damian | P.S. Want our text alerts? Text "ZIPTRADER" to 1-(855)-228-1598 to sign up!
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