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Palantir Technologies: What’s Behind the Massive Expansion in Government Contracts?

Palantir Technologies exhibited a robust performance in the fourth quarter of 2025, marking a notable period for the company. The company reported an impressive 70% year-over-year growth in revenue, reaching $1.407 billion for the quarter, and a 56% increase for the full year, totaling $4.475 billion. A significant contributor to this growth was the U.S. market, which accounts for 77% of the company’s total revenue, showing a 93% increase year-over-year. This strong performance underscores Palantir’s continued expansion in both commercial and government segments, highlighting its ability to meet the increasing demand for artificial intelligence (AI) capabilities. Palantir’s U.S. commercial business reported a remarkable 137% growth year-over-year, reflecting sustained momentum and the increasing adoption of AI technologies. The company’s U.S. government segment also showed substantial progress with a 66% year-over-year increase, driven by its involvement in impactful defense and civil agency projects.