Palantir presented results in the second quarter of 2025 that exceeded even the most optimistic market expectations. The company benefits from the massive demand for its AI-powered platforms and confirms its role as a major player in the digitization of government institutions and commercial companies. The US commercial division in particular is showing the most momentum, becoming a key driver of growth.

For investors, Palantir $PLTR has shown that it is not just an "AI story", but a truly growing business with record contracts, strong profitability and a booming customer base. As a result, the increased outlook for the full year 2025 continues to set the bar high.

How was the last quarter?

Revenue was $1.004 billion, representing 48% year-over-year growth and 14% sequential improvement. The U.S. commercial division was clearly the driver, with sales up 93% to $306 million. The U.S. government segment then added 53% to 426 million. Overall, U.S. revenue grew 68% and is a growing part of…