Palantir Q4 Sales Surge 70% to $1.4B, U.S. Revenue Up 93%
Palantir posted $1.4 billion in Q4 revenue, up 70% year-over-year, with U.S. sales climbing 93% to $1.1 billion and sequential growth of 28%. The company closed $4.2 billion in total contract value, up 130% year-over-year, and expanded its customer base by 34% while retaining a bullish fiscal-year EPS outlook.
1. Q4 Revenue and U.S. Sales Growth
Palantir reported $1.4 billion in Q4 revenue, a 70% year-over-year increase, driven by U.S. sales climbing 93% to $1.1 billion and sequential growth of 28%, reflecting robust domestic demand across commercial and government segments.
2. Record Contract Value and Customer Expansion
The company closed $4.2 billion in total contract value, up 130% year-over-year, while customer count surged 34%, reinforcing confidence in its platform and supporting a bullish EPS outlook for the current fiscal year.
3. Insider Fund Liquidation
Founders Fund sold all its public equity positions in Q4, including Palantir shares, signaling an insider portfolio rebalancing that could weigh on near-term investor sentiment despite the company’s strong operational results.