Top Tweets for #softwarethatdominates
$PLTR 🎯 Alex Karp, Speaking Truth to Power 👊🏼
📍“2 years $15B - $18B in FCF” 👀
#SoftwareThatDominates #CEOthatDominates 🔥
#OntologyPAF⚡���
https://t.co/KUwXlxZE4l
🌐 $PLTR 🇺🇸 🫡
Palantir has successfully positioned its platforms as a foundational, permanent operating layer for critical USG missions, acting as an ‘OS’ for defense and intelligence data.
#SoftwareThatDominates 🦅
$PLTR PAF ⚡️🔥 🚀
✅ Rapid Growth ✅ Commercial Surge
✅ Profitability ✅ Contract Wins
✅ Market Position
Despite intense competition in AI, Palantir's deep integration into enterprise workflows (Ontology) creates strong customer retention. #SoftwareThatDominates 🌐
$PLTR Q1 deal activity was 🔥🔥🔥
Here is the list of the deals you need to know before Monday's Earnings:
• Maven became an official Program of Record for the US Military;
• Maven Smart System (AI targeting) expansion in the Czech Republic;
• Up to $ 1bn with the US Department of Homeland Security;
• $ 1bn for 5y with the Office of Procurement Operations;
• Airbus expansion rumored to be ~$1bn over 10 years;
• Bain global expansion;
• 5y expansion with Stellantis;
• Nvidia expansion to deliver a sovereign AI OS reference architecture;
• HD Hyundai expansion worth “hunders of millions” over several years ;
• Polymarket and TWG partnership to police sports betting;
• GE Aerospace expansion to increase the J85 engine’s readiness;
• LG CNS partnership to drive AI across the LG Group;
• Centrus Energy partnership;
• Moder partnership to co-build an AI-powered mortgage operations platform;
• Ondas and World View partnership to advance the capabilities of the Multi-Domain Intelligence Platforms;
• OneMedNet partnership to launch the Real-World-Data Platform;
• Valar Atomics disclosed as client;
• Rackspace partnership to enhance UK Government Managed Operations;
• Sibyl, a French consultancy, partnership;
• Instinctools, a German software engineering company, partnership.
Q2 continues strong with:
• Ukraine Reconstruction;
• $300m with Dep. of Agriculture.
—————
Top notch clients.
Deeper and deeper relationships.
Any chances growth can slow?
Not anytime soon.
Yours,
@arny_trezzi
$PLTR 🌐
Speed & Ferocity..."We're at the way infancy of time collapsing.
Collapsing based on phenomenal orchestration. And unfortunately, showing no mercy."
#SoftwareThatDominates
Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.
Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.
We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth.
Palantir CEO Alex Karp on the commercial lessons of AI on the battlefield:
“What’s valuable is doing something no other enterprise in the world can do, pairing your tribal knowledge with efficiencies no one else has."
Urgent 🚨 make sure your credit cards are paid off so you’re ready for tomorrow’s #Palantir’s merch drop.
$PLTR #PalantirMerch #PTFB #SoftwareThatDominates
Link if you need to have it ready:
https://t.co/ZTci8AXHq3
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