{"id":220770,"date":"2025-10-17T17:59:10","date_gmt":"2025-10-17T17:59:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/220770\/"},"modified":"2025-10-17T17:59:10","modified_gmt":"2025-10-17T17:59:10","slug":"the-uk-deal-that-might-ignite-its-next-growth-phase","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/220770\/","title":{"rendered":"The UK Deal That Might Ignite Its Next Growth Phase"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>.<\/p>\n

Oct 17 – Last month was quite good for Palantir (NASDAQ:PLTR<\/a>) as it won a strategic U.K. partnership tied to up to 1.5 billion of planned investment <\/a>and a London defense headquarters that the company says could seed future NATO and European MoD work.<\/p>\n

The move comes <\/a>amid a flurry of recent contract wins the company says bolster its international push. Since summer, Palantir disclosed seven deals including enterprise deployments at Lumen (NYSE:LUMN<\/a>) and expanded engagements with Lear Corporation (NYSE:LEA<\/a>), a defense collaboration with Hadean in the U.K., and a multi-site deployment with Boeing (NYSE:BA<\/a>).<\/p>\n

The company also faces local scrutiny over a smaller pilot with Coventry City Council to integrate AI into social services, and on Oct. 6 was selected by OneMedNet as infrastructure for a near-real-time, regulatory-grade clinical data network.<\/p>\n

On guidance, management has lifted fiscal 2025 targets and issued Q3 revenue guidance of $1.083 billion to $1.087 billion, about 8% sequential growth at the midpoint, with a FY25 midpoint of $4.146 billion, implying 45% year-on-year growth.<\/p>\n

Investors will focus on Q3 results scheduled for Monday, Nov. 3, 2025, after the U.S. market close, where management expects adjusted income from operations near $493 million to $497 million.<\/p>\n

Market watchers say the U.K. partnership is the highest-leverage development for Palantir’s international government business, which remains small relative to its U.S. government segment; international government revenue was $127 million in Q2 versus $426 million from the U.S. segment.<\/p>\n

But challenges remain: the international commercial segment has lagged, showing weak or negative year-over-year trends, and regulatory headwinds from the EU AI Act could complicate scaling in Europe. Valuation also remains rich, a restraint for more risk-averse investors.<\/p>\n

Technically, trading patterns show an ascending triangle converging ahead of the earnings release, a setup some traders say could amplify volatility when results arrive.<\/p>\n

Management flagged a hiring ramp in Q3 tied to the London HQ, and executives flagged a Rule of 40 near 91%, metrics investors will scrutinize.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Oct 17 – Last month was quite good for Palantir (NASDAQ:PLTR) as…\n","protected":false},"author":2,"featured_media":220771,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[64,63,99,134439,164,134438,134437,33364],"class_list":{"0":"post-220770","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-economy","8":"tag-au","9":"tag-australia","10":"tag-business","11":"tag-coventry-city-council","12":"tag-economy","13":"tag-international-government","14":"tag-lear-corporation","15":"tag-palantir"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/220770","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=220770"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/220770\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/220771"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=220770"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=220770"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=220770"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}