Palantir (PLTR): FY25 Q2 earnings call, Aug 4, 2025
On its Aug 4, 2025 earnings call (FY25 Q2), Palantir said 5 of the 24 words Kalshi listed; Parrot’s count agreed with all 24 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
24 words · 5 settled yes · our count agreed on 24 of 24- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Revenue guidance | Yes | 6 | 6 | ✓ | 72%transcripts from the transcript model | – |
| International/Migration | Yes | 4 | 4 | ✓ | 84%transcripts from the transcript model | – |
| Warp Speed | Yes | 2 | 2 | ✓ | 76%transcripts from the transcript model | – |
| Partnership | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Lethal | Yes | 1 | 1 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
| Apollo | No | 0 | 0 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Military | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| AI Agent | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Missile | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Ukraine | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Kill | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Warrior culture | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Israel | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Margin expansion | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Regulatory / regulator / regulation | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| AI Platform | No | 0 | 0 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – |
| AI growth | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Analyst upgrade | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Commercial growth | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| EPS surprise | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Government contract | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Retail sentiment | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Titan deployment | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Valuation concern | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
27 matches for “Commercial”; 5 quoted, at least 25 words apart.
…our customers. Our U.S. business is the engine of this transformation. U.S. commercial led with 93% year-over-year revenue growth, outpacing our U.S. government revenue growth…
…in the automotive industry, which will be difficult to replicate." Our U.S. commercial business exited Q2 with a 93% year-over-year and 20% sequential growth. Due…
…product road map and an accelerating growth opportunity for the business across commercial and government. I mentioned this last quarter, on their earnings calls, CEOs…
…year revenue guidance raise. We are also raising our full year U.S. commercial revenue guidance to an excess of $1.302 billion, representing a growth rate…
…grew 68% year-over-year and 17% sequentially in the second quarter. Our U.S. commercial business grew 93% year-over-year and 20% sequentially and our U.S. government business…
Where the listed words were said
…million and $497 million. For full year 2025, we are raising our revenue guidance to between $4.142 billion and $4.150 billion. We are raising our…
…485 customers, reflecting growth of 64% year-over-year and 12% sequentially. Second quarter international commercial revenue declined 3% year-over-year and grew 2% sequentially to $144 million.…
…seamless collaboration with humans in the loop through integration with AIPs branching. Warp Speed, our modern manufacturing operating system built on AIP continues to deliver…
…save them expenses or we will make their soldiers safer and more lethal. And they believe it because they've heard it from someone they trust…
Agents: this page as TSV at /api/v1/appearances/palantir:2025-08-04:earnings_call · words: /api/v1/brief?appearance=palantir:2025-08-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP