3.8 • 950 Ratings
🗓️ 5 August 2025
⏱️ 6 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
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, |
... |
Transcript will be available on the free plan in 20 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Seeking Alpha, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Seeking Alpha and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.