Amit Kukreja
PALANTIR Q3 2025 EARNINGS
11/3/2025, 5:00:01 PM
Economic Summary
- Palantir (PLTR) underwent pivotal shifts — AIP (June 2023) and bootcamps — that improved go-to-market execution and turned visibility into faster deal conversion and scaling.
- High-profile endorsements and interactions (Jensen Huang's praise; Alex Karp meeting with Donald Trump) increased inbound interest from companies and governments, likely translating into additional sales opportunities for PLTR.
- Previously the company relied on long pilots and struggled to monetize visibility; new initiatives like bootcamps and AIFD streamline deployment and sales, reducing friction and improving revenue prospects.
Bullish
- AIP and bootcamps materially improved Palantir's sales conversion
- High-profile endorsements and government interest boost inbound leads
- Product maturation positions Palantir for AI-driven growth
Bearish
- Historically struggled to convert visibility into revenue due to long pilots
- Past 'toxic' publicity risked harming customer adoption and sales momentum
Bullish tickers
PLTR
Bearish tickers
PLTR
PLTR
Bullish
AIP, bootcamps, and increased inbound interest from endorsements and government conversations have materially improved sales conversion and growth prospects.
Bearish
Previously unable to translate visibility into sales because of reliance on long pilots and some damaging publicity.
People mentioned
Jensen HuangChadAlex KarpYokoDonald Trump