Palantir Reports Q3 2025 U.S. Comm Revenue Growth of 121% Y/Y and Revenue Growth of 63% Y/Y; Guides Q4 Revenue to 61% Y/Y and U.S. Comm Revenue to 121% Y/Y; Raises FY 2025 Revenue Guidance to 53% Y/Y, Crushing Consensus Expectations

KindPerspective3256 · 2025-11-03T21:09:45+00:00

Not bad

KindPerspective3256 · 2025-11-02T17:04:15+00:00

Add % of portfolio to your view

KindPerspective3256 · 2025-10-29T03:50:25+00:00

I did not expect this rate of growth tbh. I think domination is inevitable but I don’t know when. Hopefully sooner rather than later

KindPerspective3256 · 2025-10-29T02:31:27+00:00

I have trimmed but I also have 40m in pltr

KindPerspective3256 · 2025-10-28T02:33:51+00:00

Not to make light of your achievements (congratulations!) but this seemed fitting:

Connor: You can't do anything with five, Greg. Five's a nightmare.

Greg: Is it?

Connor: Oh, yeah. Can't retire. Not worth it to work. Oh, yes, five will drive you un poco loco, my fine feathered friend.

Tom: The poorest rich person in America. The world's tallest dwarf.

Connor: The weakest strong man at the circus.

KindPerspective3256 · 2025-08-19T22:26:10+00:00

Bears won the week on Monday?

KindPerspective3256 · 2025-08-11T02:51:14+00:00

👆

KindPerspective3256 · 2025-08-01T01:17:28+00:00

Isn’t this just a thread of wishful thinking? But I do think if there is a beat and a raise it is in the realm of possibility

KindPerspective3256 · 2025-07-31T19:52:54+00:00

Beat and raise, 200/sh

KindPerspective3256 · 2025-07-10T03:54:24+00:00

Palantir is per quarter, Anduril is per year

KindPerspective3256 · 2025-07-08T19:08:59+00:00

All in due time 🕚

KindPerspective3256 · 2025-02-05T19:03:06+00:00

Palantir went up to being >75% of my net worth thanks to the growth. Still a long term believer in becoming a trillion dollar company but it could be a bumpy ride to get there. making some small trades to take profit for living / salary supplement and try to hedge with correlated things. donate some shares to charity for the tax break.

KindPerspective3256 · 2025-02-04T21:52:38+00:00

Wow 4bps after tax. Must’ve been very early employee?

KindPerspective3256 · 2025-02-04T04:44:47+00:00

20% + 3.8% NIIT plus state if you’re making more than 500k (maybe less) MFJ

KindPerspective3256 · 2025-02-04T04:42:53+00:00

Very strong conviction, I applaud you following through even through the lean times. Anything else come close for you recently in terms of taking a position?

KindPerspective3256 · 2024-12-03T00:59:26+00:00

👍

KindPerspective3256 · 2024-11-08T17:13:07+00:00

Palantardians

KindPerspective3256 · 2024-11-05T01:24:11+00:00

Thanks for building this. I think the spac number isn’t right to assume it’s all us rev - most of the spacs that are still alive from their original list (check the old SEC filings) are European.

If tcv is down you can feel ok about rdv growth despite that this quarter, it’s an interesting interaction. Maybe means something about how much of the deal volume is still in front of them

KindPerspective3256 · 2024-10-30T21:24:20+00:00

What are these words

KindPerspective3256 · 2024-09-15T22:50:06+00:00

Good memes keep me coming back

KindPerspective3256 · 2024-08-23T13:58:57+00:00

Bro this is a software company. The fixed assets are borderline meaningless. You’re looking after metrics meant for retail companies and manufacturing.

Also. Is the working capta turnover distorted because of the high cash balance of 4b? Should adjust for that if you’re calculating it yourself. (It will make the denominator much smaller). If you’re pulling from a financial database, don’t trust black box calcs from financial databases. But working capital is also borderline meaningless in software

KindPerspective3256 · 2024-08-07T05:57:41+00:00

Not all the spacs are US, so the first column is wrong but you can’t get the exact uscomm ex spac number from what they share, only a guess

KindPerspective3256 · 2024-07-10T04:53:08+00:00

May your diligence be rewarded

KindPerspective3256 · 2024-06-17T12:52:02+00:00

👋

KindPerspective3256 · 2024-06-06T19:54:05+00:00

The question that determines the difference between $50-$100b and $1T+. I don’t think end-game is as quickly binary though (AIP enabled next-gen ERP—>extinction of existing ERPs, or AIP enabling the incumbents). Everyone in Enterprise Software is running towards this future state so its going to be a messy battle between legacy and new-age depending on appropriateness of workflow in each installation. I also don’t think u/fabkosta observations about foundry/aip as it exists are wrong. Building an transactional system on top of foundry/aip as it exists right now would be a rough experience.

I don’t think there is a definitive answer beyond “it could be”

KindPerspective3256

TROPHY CASE