Palantir (PLTR): FY25 Q3 earnings call, Nov 4, 2025
On its Nov 4, 2025 earnings call (FY25 Q3), Palantir said 7 of the 16 words Kalshi and Polymarket listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 7 settled yes · our count agreed on 16 of 16- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Foundry | Yes | 6 | 6 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Revenue guidance | Yes | 5 | 5 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| International | Yes | 3 | 3 | ✓ | 84%transcripts from the transcript model | – |
| Lethal | Yes | 3 | 3 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – |
| Warp Speed | Yes | 2 | 2 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Partnership | Yes | 1 | 1 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Commercial Growth | Yes | 1 | 1 | ✓ | 10%n=1+tx from settlement history blended with transcripts | – |
| Healthcare | No | 0 | 0 | ✓ | 67%transcripts from the transcript model | – |
| Automotive | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Gotham Platform | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Hadean | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| AI Growth | No | 0 | 0 | ✓ | 10%n=1+tx from settlement history blended with transcripts | – |
| Government Contract | No | 0 | 0 | ✓ | 10%n=1+tx from settlement history blended with transcripts | – |
| Titan Deployment | No | 0 | 0 | ✓ | 10%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
29 matches for “Commercial”; 5 quoted, at least 25 words apart.
…position as the defining enterprise software company of our generation. Our U.S. commercial business grew an incredible 121% year-over-year and 29% sequentially, driven both by…
…and 53 deals were worth $10 million or more. In our U.S. commercial business, which now accounts for 34% of our overall revenue. We closed…
…in the classified space. But it's already been used to help our commercial customers identify bottlenecks in their supply chain, proactively developing possible solutions and…
…revenue guidance last quarter. In addition, we're raising our full year U.S. commercial revenue guidance to an excess of $1.433 billion, representing a growth rate…
…grew 77% year-over-year and 20% sequentially in the third quarter. Our U.S. commercial business grew 121% year-over-year and 29% sequentially and our U.S. government business…
Where the listed words were said
…to consolidate and centralize on Vantage, the Army data platform built on foundry and AIP. The Army views this, not merely as a technical decision,…
…million and $699 million. For full year 2025, we are raising our revenue guidance to between $4.396 billion and $4.400 billion. We are raising our…
…530 customers, reflecting growth of 65% year-over-year and 9% sequentially. Third quarter international commercial revenue grew 10% year-over-year and 5% sequentially to $152 million. For…
…specific nature of their business that makes them particular and valuable and lethal and we empower that. And how do we participate in that? Unlike…
…and enable more investment in the Army's Future Force concept and systems. Warp Speed and the American Tech Fellowship are early investments to support manufacturing…
…claims processing, leading to a significant expansion of our work together. Our partnership with TWG Global named Vergence.ai continues to gain momentum as TWG's Thomas…
…normal enterprise company at our base should not have over 100% U.S. commercial growth should not have 77% growth in the U.S. And by the…
Agents: this page as TSV at /api/v1/appearances/palantir:2025-11-04:earnings_call · words: /api/v1/brief?appearance=palantir:2025-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP