Episode Details

In this episode of Earnings Unscripted, Susie and Miro look at Palantir's Q4 2025 results, and frankly, the numbers look like science fiction. With revenue accelerating 70% year-over-year and a "Rule of 40" score hitting a staggering 127%, Palantir isn't just beating estimates; they are rewriting the laws of SaaS economics.

But the real story isn't the growth-it's how they got there. CEO Alex Karp claims this explosion happened with an "anemic and declining" sales force, a statement that defies every playbook in Silicon Valley.

We unpack the massive divergence between the US "rocket ship" (up 137%) and the stagnant international business, dissect the new "ShipOS" industrial strategy, and ask the big question: Is this the "N of 1" future of AI, or a valuation priced for divinity that can't afford a single slip?

Tune in as we figure out if Palantir’s Ferrari engine can keep running without wheels. 🚀📊