PLTR

<p>The enterprise-level AI market is paying a high premium for "certain delivery." Palantir CEO Alex Karp clearly stated that the company's 127% "Rule of 40" score and 93% growth in the U.S. stem from customers viewing AI as "critical to survival," rather than just a technological experiment. The company has restructured customer business processes to become their "operating system," achieving a 57% operating profit margin without significantly expanding the sales team, demonstrating its "product-driven" growth model and strong operational leverage</p>

- Palantir Technologies reported exceptional fourth-quarter results for FY 2025, surpassing Wall Street expectations with 70% revenue growth, driven largely by a 93% surge in U.S. revenues.  
- The company's management emphasized a significant shift in AI integration from trial to scalable monetization, highlighting that firms successfully leveraging AI are outperforming their competitors.  
- CEO Alex Karp articulated that AI is not merely an enhancement, but a critical factor for survival in business, asserting that its proper deployment enhances corporate efficiency and redefines competitive landscapes.

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Palantir Tech

"Those who don't want to use ours don't have to": Palantir secures $4.3 billion in orders in Q4, CEO calls the company's performance a "landmark moment" in corporate history