Palantir (PLTR) Leans Into Defense Roots as AI Demand Accelerates

Faizan Farooque

Fri, May 16, 2025, 9:41 AM 1 min read

Palantir Technologies (PLTR, Financials) said its mission-driven civilization and aboriginal committedness to gathering AI for nationalist defence are present paying off, arsenic U.S. institutions follow its bundle astatine a accelerated pace.

First-quarter gross roseate to $884 million, up 39% from a twelvemonth ago. Total U.S. gross deed $628 million, up 55% twelvemonth implicit year. Commercial gross successful the U.S. jumped 71% to $255 million, portion authorities gross roseate 45% to $373 million.

CEO Alex Karp wrote that the company's longstanding absorption connected gathering bundle for the U.S. subject erstwhile viewed arsenic arguable has go a tailwind. He framed Palantir arsenic a counterweight to what helium called a performative tech industry, saying the institution is built for results, not consensus.

Palantir's individuality arsenic a builder of high-impact systems for defence and quality whitethorn present beryllium a competitory advantage, peculiarly arsenic governments and captious industries determination rapidly to deploy artificial quality astatine scale.

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This nonfiction archetypal appeared connected GuruFocus.