$PLTR | Palantir Q3’25 Earnings Highlights 🔹 Revenue: $1.181B (Est. $1.09B) 🟢; UP +63% YoY 🔹 Adj EPS: $0.21 (Est. $0.17) 🟢 🔹 Adj EBITDA: $606.5M (Est. $502.1M) 🟢 🔹 Rule of 40: 114% Raised FY Guide: 🔹 FY25 Revenue: $4.396B–$4.400B (Est. $4.17B) 🟢; UP +53% YoY 🔹 FY25 U.S. Commercial Revenue: >$1.433B; UP +104% YoY 🔹 FY25 Adjusted Operating Income: $2.151B–$2.155B (Est. $1.93B) 🟢 🔹 FY25 Adjusted Free Cash Flow: $1.9B–$2.1B (Est. $1.92B) 🟢 🔹 Expect GAAP operating income and net income each quarter of FY25 Q4 Guidance: 🔹 Revenue: $1.327B–$1.331B (Est. $1.19B) 🟢; UP +61% YoY 🔹 Adjusted Operating Income: $695M–$699M (Est. $574.7M) 🟢 Segment U.S. 🔹 Revenue: $883M; UP +77% YoY; UP +20% QoQ 🔹 U.S. Commercial Revenue: $397M; UP +121% YoY; UP +29% QoQ 🔹 U.S. Government Revenue: $486M; UP +52% YoY; UP +14% QoQ Other Metrics: 🔹 GAAP Income from Operations: $393M (Est. $255.6M) 🟢 🔹 Adjusted Income from Operations: $600.5M (Est. $498.7M) 🟢 🔹 Adjusted Free Cash Flow: $539.9M; UP +24% YoY 🔹 Cash & Cash Equivalents: $1.62B (Est. $1.31B) 🟢 🔹 Adjusted Operating Margin: 51% (Est. 45.8%) 🟢; UP +1300 bps YoY 🔹 Cash from Operations: $508M; margin 43% 🔹 Customer Count: UP +45% YoY; UP +7% QoQ 🔹 Deals Closed: 204 ≥$1M; 91 ≥$5M; 53 ≥$10M 🔹 Total Contract Value (TCV) closed: $2.76B; UP +151% YoY 🔹 U.S. Commercial TCV: $1.31B; UP +342% YoY 🔹 U.S. Commercial RDV: $3.63B; UP +199% YoY; UP +30% QoQ 🔹 Cash, Cash Equivalents & U.S. Treasuries: $6.4B CEO Commentary: 🔸 “114% — our Rule of 40 score. These results make undeniable the transformational impact of using AIP to compound AI leverage.” 🔸 “Year-over-year growth in our U.S. business surged to 77%, and in U.S. commercial climbed to 121%.” 🔸 “We are yet again announcing the highest sequential quarterly revenue growth guide in our history, representing 61% year-over-year growth.”

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$16,818,920 Sum of 2024 total compensation for all non-employee directors + cash AIP bonuses for all named executive officers, per Chipotle’s DEF 14A. You can buy a lot of burritos for 17million bucks. Are executives bringing in over 17 million dollars in value?... The disconnect between a company's highest and lowest earner is suffocating America.

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