For all of you PLTR earning gamblers here:
Since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say.
Quarterly Summary Table
Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4)
Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps
Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5)
May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps
Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6)
Aug 4, 2025, +7.8% (160.66 → 173.27)1 mega + 3 large-caps
Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8)
Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps
Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2)
Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps
TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should go up slightly or be flat
For all of you PLTR earning gamblers here:
PLTR-since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say.
Quarterly Summary Table
Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4)
Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps
Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5)
May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps
Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6)
Aug 4, 202 5, +7.8% (160.66 → 173.27)1 mega + 3 large-caps
Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8)
Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps
Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2)
Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps
TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should be flat or go up I guess
PLTR- since we can kind of see what deals they have made through subdomain, we can estimate earnings I would say.
Quarterly Summary Table
Q4 2024-Deals $500B+ (1): Walmart (WMT, 807B) $100B–$499B (4): AMD, S&P Global, Medtronic, Colgate-Palmolive $10B–$99B (4)
Feb 3, 2025, +24.0% (83.74 → 103.83)1 mega + 4 large-caps
Q1 2025 (Jan-Mar), $500B+ (0) $100B–$499B (4): Toyota, Qualcomm, BlackRock, Boston Scientific $10B–$99B (5)
May 5, 2025, -12.1% (123.77 → 108.86) 0 mega-caps, 4 large caps
Q2 2025 $500B+ (1): Meta (META, 1,634B) $100B–$499B (3): Coca-Cola, KLA, AB InBev $10B–$99B (6)
Aug 4, 202 5, +7.8% (160.66 → 173.27)1 mega + 3 large-caps
Q3 2025 $500B+ (1): Nvidia (NVDA, 4,930B) $100B–$499B (2): Caterpillar, Keurig Dr Pepper $10B–$99B (8)
Nov 3, 2025 (tomorrow), 1 mega cap + 2 large caps
Q4 2025- so far $500B+ (0) $100B–$499B (2): UnitedHealth (UNH), SAP $10B–$99B (2)
Upcoming (Feb 2026)- so far 0 mega cap + 2 large caps
TLDR: PLTR will likely beat earnings by 0-10%, reconfirm FY2025 of 45%, maybe increase Q4 guidance to 52% from 50% in Q3, very small changes YOY so stock should be flat or go up I guess.
“I have NO IDEA why I got exercised”
Because you’re extra smooth brain bro, you sold DEEEEEEP in the money puts. They were game for exercise the minute you hit sell.
The only good news is you can use your 290 puts to sell them back to some other poor sap that has no idea what they’re doing and only eat 675k in losses