5 Interesting Learnings from Palantir at $7.7 Billion ARR: 93% Growth (!), 157% NRR, and a Rule of 40 Score of 155%

Palantir posted second-quarter revenue of one point nine-three-five billion dollars, up ninety-three percent year-over-year and marking its twelfth consecutive quarter of acceleration. SaaStr notes the real story is scale: the company has just over a thousand customers, generating roughly seven point four million dollars per customer. Most expansion came not from new logos, but from existing customers deepening deployments, with net revenue retention hitting one hundred fifty-seven percent. The company also posted a forty-seven percent GAAP operating margin and raised full-year guidance by half a billion dollars—pairing hypergrowth with near-monopoly-level profitability.

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