In this episode of Know What You Are Investing, we decode Palantir Technologies’ Q2 2025 earnings — a historic quarter with over $1 billion in revenue and 93% growth in the U.S. commercial segment.
🔍 What they do
Palantir builds mission-critical AI and data platforms for governments and enterprises — from defense to finance to healthcare.
🚀 How they grow
Q2 delivered record-breaking financials: 157 deals over $1M, $684M in new contract value, and the highest Rule of 40 score (94%) in enterprise software history.
📊 Why it matters
Palantir’s Artificial Intelligence Platform (AIP) is reshaping how software is built. We explore its impact on US government strategy, the defense industrial base, and blue-collar tech transformation.
🎯 Topics covered:
Revenue surge & deal volume
U.S. government & defense contracts
AIP platform and ontology architecture
Profitability, FCF, and share repurchase
Palantir’s “warrior culture” and customer-led sales
Analyst Q&A and 2025 outlook
📈 Whether you’re an investor, founder, or builder, this episode unpacks what makes Palantir a category-defining company in enterprise AI.