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.
9 matches for “Contract”; 5 quoted, at least 25 words apart.
…device manufacturer signed a multiyear expansion just 5 months after their initial contract, increasing ACV more than eightfold. 2 weeks into their initial contract, the…
…sequentially to $883 million. Excluding the impact of revenue from strategic commercial contracts, third quarter revenue grew 65% year-over-year and 18% sequentially, and third quarter…
…larger than our U.S. government business. Excluding the impact from strategic commercial contracts, third quarter commercial revenue grew 77% year-over-year and 22% sequentially. We closed…
…year-over-year and 29% sequentially to $397 million. Excluding revenue from strategic commercial contracts, third quarter U.S. commercial revenue grew 126% year-over-year and 29% sequentially. In…
…on accelerating the growth in our U.S. business. Revenue from strategic commercial contracts was $2.9 million for the quarter. We anticipate fourth quarter 2025 revenue…
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,…
…guide and 61% growth year-over-year. We're also raising our full year 2025 revenue guidance midpoint to $4.398 billion, representing a 53% year-over-year growth rate and…
…the growing demand for AI and our government software offerings. Third quarter international government revenue grew 66% year-over-year and 16% sequentially to $147 million, bolstered…
…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