"Management highlighted a "Rule of 40" score - the sum of revenue growth and operating margin - at an "incredible" level of 127%. CEO Alex Karp attributed this to Palantir being the only company "choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called 'commodity cognition' well before others started repeating it.""
"Palantir's AI Platform remained the main growth engine, particularly in the U.S. commercial market, where revenue and customer counts have been climbing at a breakneck pace. The company's " bootcamp " go-to-market model - short, intensive workshops where Palantir teams build live applications on customer data in days - has compressed sales cycles from months to weeks in some cases, with several organizations signing seven-figure deals shortly after attending."
"The Denver-based company reported fourth-quarter revenue of about $1.41 billion, topping analyst expectations and marking another record period for the company famously named after a magical Lord of the Rings object. Adjusted earnings per share came in at 25 cents, two cents above consensus, while net income climbed to about $609 million, helping deliver one of Palantir's strongest profitability performances to date."
Palantir reported fourth-quarter revenue of about $1.41 billion, topping analyst expectations, with adjusted EPS of $0.25 and net income near $609 million. Revenue growth and improved margins produced a Rule of 40 score of 127%. CEO Alex Karp emphasized focus on scaling operational leverage from AI model advancements and coined the term 'commodity cognition'. Palantir's AI Platform led growth, especially in the U.S. commercial market, with rising revenue and customer counts. The 'bootcamp' go-to-market model compresses sales cycles from months to weeks and has produced several seven-figure deals. Strong results sent the stock up nearly 8%.
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