The first quarter of 2025 brought results for Palantir Technologies that surprised even the most optimistic analysts. The company saw a jump in both revenue and profitability, with the US commercial sector becoming a key driver. This reflects not only the changing structure of demand, but also the company's ability to reach new customers outside of traditional government contracts. The results suggest that Palantir is beginning to reap the rewards of years of work on platforms that have long been overlooked.

Also notable is the way the firm is managing to combine rapid growth with effective operations management. Performance metrics such as the "Rule of 40" have reached levels that are among the exceptions in the technology sector. Palantir $PLTR is at a point where it is transitioning from a defensive posture to actively expanding its influence across sectors, both in the public and private spheres.

How was the last quarter?

Palantir Technologies Inc. entered 2025 with an exceptionally…