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Wall Street Breakfast

AI powers Palantir’s 48% revenue jump

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 5 August 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:08.1

Good morning. Today is Tuesday, August 5th. I'm Julie Morgan. Palantir rockets on AI. Figma cools off and the post has its eyes on readers in the Golden State.

0:21.6

Palantir's second quarter 2025 financial results blasted market expectations as AI offerings

0:28.5

propelled revenue growth. Shares are up nearly 5% in pre-market action and have already

0:34.5

more than doubled year-to-date. For. For the quarter ended June 30th, the Denver

0:39.2

based data analytics and AI software company reported adjusted earnings per share of 16 cents, which

0:45.9

was more than the consensus estimate of 14 cents. Gap EPS came in at 13 cents compared to the

0:52.9

consensus of 8 cents.

0:54.8

Revenue for the quarter totaled $1 billion, which represented a 48% year-over-year increase

1:01.1

and was more than the estimate of $939.47 million.

1:05.8

Revenue was boosted by a 93% year-over-year gain in U.S. commercial sales and a 53% rise in government contracts.

1:15.1

Looking ahead to the quarter in progress, Palantir expects revenue to range from $1.08 billion

1:20.8

to $1.09 billion, which is well above the estimate of $985 million. For the full year, Palantir increased its revenue forecast

1:30.7

to $4.14 billion to $4.15 billion

1:34.6

compared to its prior forecast of $3.89 to $3.9 billion.

1:40.1

Early reactions from analysts were positive on the results and outlook.

1:44.9

Seeking Alpha analyst Jonathan Weber said while Palantir is pretty expensive, its performance looks highly compelling.

1:52.5

And Palantir clearly is a winner from the broad AI trend.

1:57.3

Last Friday on Wall Street breakfast, Figma was on our biggest movers list after soaring 250% in its debut on Thursday.

2:06.4

On Monday, Figma dropped 27.4% to $88.60 per share. Its third day of trading, significantly pairing gains since its IPO last week. Figg had more than

2:19.2

tripled to $115.50 per share on Thursday after going public and reached as high as $142.92

2:28.0

the following day. Seeking Alpha analyst Oliver Rodzianco rates the stock a hold not because of business vulnerability,

...

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