In This Article:
Palantir Technologies’ PLTR first-quarter 2025 earnings matched the Zacks Consensus Estimate, and revenues beat the same.
Adjusted earnings of 13 cents per share increased 62.5% year over year. Revenues of $883.9 million topped the Zacks Consensus Estimate by 2.4% and jumped 39.3% year over year.
Palantir Technologies Inc. Price, Consensus and EPS Surprise
Palantir Technologies Inc. price-consensus-eps-surprise-chart | Palantir Technologies Inc. Quote
Q1 Revenue Details of PLTR
The U.S. revenues of $628 million increased 55% year over year. U.S. commercial revenues grew 71% year over year to $255 million. U.S. government revenues rose 45% year over year to $373 million.
PLTR closed 139 deals of at least $1 million, 51 deals of at least $5 million and 31 deals of at least $10 million in the quarter.
The total U.S. commercial contract value came in at $810 million, up 183% year over year. U.S. commercial remaining deal value came in at $2.32 billion, up 127% year over year. The customer count grew 39% on a year-over-year basis.
PLTR’s Margins Expand
Adjusted EBITDA came in at $397.3 million in the first quarter of 2025, which increased 69% from the prior-year period's $235 million. The adjusted EBITDA margin of 45% improved by 800 basis points year over year.
PLTR’s Key Balance Sheet and Cash Flow Figures
Palantir ended the quarter with a cash and cash equivalent balance of $993.5 million compared with $2.1 billion at the end of the prior quarter. Operating cash in the quarter was $310.3 million, and capital expenditures were $6.2 million.
PLTR’s Guidance
For the second quarter of 2025, PLTR anticipates revenues in the range of $934-$938 million. The guided range is above the current Zacks Consensus Estimate of $898.5 million. Adjusted income from operations is anticipated between $401 and $405 million.
For 2025, revenues are expected between $3.89 billion and $3.90 billion. The guided range is above the current Zacks Consensus Estimate of $3.77 billion. Adjusted income from operations is anticipated between $1.71 and 1.72 billion. The adjusted free cash flow is expected between $1.6 and $1.8 billion.
The company currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings Snapshot
Fiserv, Inc. FI reported mixed first-quarter 2025 results. The company’s earnings beat the Zacks Consensus Estimate, while revenues missed the mark.
FI’s adjusted earnings per share of $2.14 beat the consensus mark by 2.9% and gained 13.8% year over year. Adjusted revenues of $4.8 billion missed the consensus estimate by 1.6% but rose 5.5% on a year-over-year basis. (See the Zacks Earnings Calendar to stay ahead of market-making news.)