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Palantir Technologies Inc. (PLTR) reported a 93% year-over-year increase in U.S. commercial revenues during the second quarter of 2025, driven by its Artificial Intelligence Platform (AIP). The total U.S. commercial contract value surged 222% year-over-year, reaching $2.79 billion, while customer count rose 43%.
UiPath Inc. (PATH) also experienced growth, reporting $362 million in revenues for the second quarter of fiscal 2026, a 14% year-over-year increase. The company’s annual recurring revenues climbed 11% to $1.72 billion, supported by high customer retention rates of 108%.
Analysts predict PLTR will see year-over-year sales growth of 46% for 2025, with EPS expected to increase by 59%. Meanwhile, UiPath is projected to achieve 10% sales growth and a 21% increase in EPS for the current year.
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