Palantir Technologies Skyrocketing & Disappointing All Shorts: How Its AI-Oriented Ontology Framework Driving Deep Customer Lock-In!

Palantir Technologies Inc. has recently reported an exceptionally strong set of financial results for Q3 2025, marked by significant revenue growth and an impressive expansion of its U.S. commercial business. The company reported a year-over-year revenue growth of 63%, with particularly notable performance in the U.S. where revenue increased by 77%. A major contributor to this success was the expansion of Palantir’s U.S. commercial segment, which grew by 121% year-over-year. The company’s Total Contract Value (TCV) bookings set a record high of $2.8 billion, which represents a 151% year-over-year growth. This indicates that not only is Palantir attracting new customers, but existing customers are expanding their commitments significantly. This is underscored by the company’s strong customer net dollar retention rate of 134%, which highlights continued expansion within its current customer base. A key driver behind this surge is the growing demand for Palantir’s AI platform, AIP.