Palantir Q4: Highest Growth as Public Company; US Commercial to Accelerate

Palantir reported another very strong quarter in Q4, with revenue accelerating to 70%, an impressive 57 point acceleration over the last ten quarters, while guiding for revenue to accelerate further to 73.6% in Q1. US commercial momentum remained unabated, with revenue accelerating 16 points sequentially to 137% YoY, surpassing the $500 million mark in the quarter. When looking at the strength of both QoQ and YoY growth, it’s likely Palantir represents the highest AI segment growth across the AI universe.

Members receive institutional-grade context on positioning, risk, and catalysts — not just headlines.

Our research team publishes deep dives on sector themes, earnings setups, and portfolio actions as conditions change.