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CLAIM #49596 · Palantir Technologies Inc. (PLTR) · 2025Q1 earnings call · May 5, 2025 · due Dec 31, 2025

I would say our plan is to continue to be roughly in the zone where 90% of our business is growing like it is now at 49% with this rule of 83.

Alex Karp · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

nd warp speed maybe we should get Warp Speed. So I just don't want to commit to I think -- a lot of it is where's the customer's head at, but we could obviously do a lot to help you. Alex Karp: Europe doesn't get AI yet. At some point in the future, it will. And then as you know, Europe is not Europe. You have Eastern Europe. You have Germany, France. You have -- they're very different Europe. Europe that is scared understands that you're going to have to do software, hardware hybrid systems, and our products are very, very well-known and differentiated. It could take a couple of years for Europe to understand that you just can't spend money. You're going to have to spend it on things that actually work, and work means spending it on people that have actually done this on the battlefield. I would say our plan is to continue to be roughly in the zone where 90% of our business is growing like it is now at 49% with this rule of 83. And somewhere in that range, we guided to rule of 80, and that's going to be primarily driven by the US. I would say as an unknown variable, we're seeing very significant demand for our software, our government software around the world outside of Europe. And those are early days, but the demand -- the signal there is very strong. Shyam Sankar: And then, on the TITAN point, I think that's an excellent point and is going to be a big part of the future where you're really thinking about how do you build your hardware around the software. There's some classified projects that we have as well where the first step to building the hardware is not to build the hardware. It's actually to build the mission payload and the software that can execute the thing and then work backwards from that to fig

Verify independently

SEC filings for PLTR · Claim quote is verbatim from the 2025Q1 earnings call.