For all of you PLTR earning gamblers here:
PLTR-since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say.
Quarterly Summary Table
Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4)
Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps
Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5)
May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps
Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6)
Aug 4, 202 5, +7.8% (160.66 → 173.27)1 mega + 3 large-caps
Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8)
Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps
Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2)
Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps
TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should be flat or go up I guess
PLTR- since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say.
Quarterly Summary Table
Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4)
Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps
Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5)
May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps
Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6)
Aug 4, 202 5, +7.8% (160.66 → 173.27)1 mega + 3 large-caps
Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8)
Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps
Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2)
Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps
TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should be flat or go up I guess.