Massive Defense Contracts Drive Growth

Q3 2025 proved to be a breakout period for Palantir Technologies (NYSE: PLTR), with major deals emphasizing the company’s dominance in defense AI. The most significant contract is with the U.S. Army, valued at up to $10 billion over 10 years, aimed at consolidating 75 contract vehicles, which will centralize procurement and operational data for the military. Complementing this, Palantir secured $1 billion with the U.K. Ministry of Defense to supply advanced military AI technologies, reinforcing its strategic presence in European defense markets.

Other defense-related wins include a $100 million U.S. Army contract for Next-Gen Communications and Control, in collaboration with Anduril, and a multi-year AI products partnership with Hadean to enhance capabilities for the U.K. Armed Forces. Palantir also received contracts from the U.S. State Department for ORION and NASA as a sole-source contractor, expanding its government AI reach.

Expanding Global and Municipal Footprint

Beyond defense, Palantir’s Q3 deals reflect strong expansion into municipal and private-sector applications. The company partnered with Coventry City Council in the U.K. on a £500k per year AI program, while securing a €25 million contract with police forces in Baden-Württemberg, Germany. These contracts illustrate Palantir’s ability to adapt AI solutions for law enforcement, public safety, and urban analytics globally.

Strategic corporate expansions also include multi-year deals with Lear Corporation for global deployment of its Warp Speed platform, SOMPO for multi-year AI initiatives, and Fujitsu to extend AIP solutions in Japan. Additionally, Babcock, Lumen, Namor Intelligence, and N-iX partnerships underscore Palantir’s approach to broadening AI applications across enterprise and government sectors.

Key Strategic Alliances and Transformation Projects

Partnerships with major consulting and technology firms further amplify Palantir’s AI capabilities. Collaborations with Deloitte focus on unlocking AI-driven outcomes, while Accenture Federal Services is deploying AI solutions across federal agencies. Palantir also extended the Warp Speed platform through the BlueForge Alliance for U.S. warship projects, demonstrating its growing role in defense modernization.

These agreements collectively highlight Palantir’s dual strategy: solidifying core government contracts while expanding into commercial, municipal, and international markets. The breadth of Q3 activity positions the company as a central player in AI transformation, both operationally and strategically.