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Palantir Tops Q4 Estimates As AI Demand Fuels Record Growth

Palantir Inc. exceeded Wall Street expectations with its fourth-quarter performance, driven by surging demand for its artificial intelligence tools among both commercial enterprises and the U.S. government.

Strong Quarterly Performance

The company reported adjusted earnings per share of 25 cents, surpassing the 23-cent forecast, alongside revenues of $1.41 billion, exceeding consensus estimates of $1.33 billion. Revenue surged by 70% from $827.5 million year over year, contributing to annual sales of $4.48 billion at the Denver-based firm.

Record-Breaking Guidance And Future Prospects

Looking ahead, Palantir anticipates first-quarter revenues between $1.532 billion and $1.536 billion, far outpacing FactSet’s projection of $1.32 billion. The company’s fiscal 2026 forecast of $7.182 billion to $7.198 billion in revenue also outstrips expectations, signaling robust growth driven by a diversified clientele that includes key government bodies and private sector companies.

Government And Commercial Demand

Palantir’s influence continues to expand across both public and private sectors. U.S. government revenue from defense, homeland security, and related sectors reached impressive levels, with the Department of Defense acting as a major catalyst. Recently, the company secured a contract potentially worth up to $10 billion with the U.S. Army and a $448 million deal with the U.S. Navy, underscoring its growing integration into critical national operations.

Navigating Controversies And Investor Sentiment

CEO Alex Karp praised the results as the best in tech over the past decade. However, the company has not been immune to controversy. Its engagements, particularly with U.S. Immigration and Customs Enforcement, have stirred public debate. Despite these challenges, investor enthusiasm remains strong; Palantir’s stock has rallied 81% over the previous year, even as some analysts expressed concerns over its high valuation.

Partnerships And Strategic Investments

Strategic collaborations have further bolstered Palantir’s market position. Its partnership with AI chip leader Nvidia exemplifies the firm’s commitment to leveraging cutting-edge technology. The integration of AI-driven software into a broad spectrum of government and commercial applications underpins the company’s ongoing success.

Conclusion

Against a backdrop of overwhelming demand for AI solutions, Palantir’s fourth-quarter performance and forward guidance underscore the company’s pivotal role in driving the technological transformation of both public and private sectors. With robust earnings, groundbreaking government contracts, and strategic industry alliances, Palantir is well-positioned to capitalize on the expanding AI ecosystem.

Women Make Up A Majority Of The EU’s Science And Technology Workforce But The Real Gap Is Elsewhere

Women now make up the majority of the EU’s science and technology workforce. According to Eurostat, in 2025, more than 81.6 million people aged 15 to 74 were employed in science and technology occupations across the EU. Of those, 52.5% were women, equal to 42.8 million women. The number of women in these occupations rose by 27.9% compared with 2015, an increase of more than 9.3 million over a decade.

On the surface, the numbers resemble progress. However, Eurostat’s category requires context before that figure can be read accurately. The data refers to HRST, or Human Resources in Science and Technology, specifically people employed in science and technology occupations. These are roles where the main tasks require professional or technical knowledge in physical and life sciences, but also in social sciences and humanities. That definition is wider and broader than engineering, ICT, laboratory science, or high-tech research alone.

Zooming In

The gender picture changes once the data moves from a wider definition of the workforce to the narrower scientist-and-engineer (research and manufacturing) subgroup.

Scientists and engineers represented almost a quarter of all people employed in science and technology in the EU in 2025. Eurostat describes scientists and engineers as often being the innovators at the centre of technology-led development, making them an important subgroup to focus on separately.

Women accounted for only 40.8% of scientists and engineers in 2025, despite making up more than half of the wider category. That share has increased by a mere 0.5 percentage points over the past decade. The absolute number of women working as scientists and engineers rose from 5.3 million in 2015 to 8.2 million in 2025, despite the push from national and international organisations to increase the number of women in the field. Europe has expanded the number of women in science and technology occupations over ten years. However, that expansion has not extended equally into the scientist-and-engineer subgroup, where much of Europe’s research and innovation work is conducted.

In 2025, of the 39.4 million women aged 25 to 64 working in science and technology occupations in the EU, 35.5 million worked in service activities. Only 2.7 million worked in manufacturing. Women accounted for 57.5% of science and technology employment in services, but only 31.3% in manufacturing.

In 2025, the highest shares of women employed in science and technology occupations were recorded in Latvia at 62.4%, followed by Hungary’s Great Plain and North region at 61.1%, Estonia at 60.5%, Poland’s Central macroregion at 60.4%, and Lithuania at 60.3%. No EU country recorded a majority of women among science and technology workers in manufacturing.

Break-down

Eurostat’s figures measure employment in broad science and technology occupations. They do not show job security, pay levels, management roles, promotion rates, research leadership, or whether women are concentrated in junior or senior workplace positions.

The classification of “senior” also requires additional explanation. Eurostat reports that 45.9% of science and technology workers aged 25 to 64 in the EU were classified as “senior” HRST in 2025. In this dataset, “senior” refers to workers aged 45 to 64. It does not mean senior manager, senior researcher, team lead, or decision-maker.

A high female share in the wider Human Resource Science and Technology (HRST) category does not parallel equal representation across scientists, engineers, manufacturing roles, senior posts, pay, research funding, or decision-making. These figures also reflect the occupational mix inside each country or region, not only structural progress across all areas of science and technology.

The Case Of Cyprus

Eurostat data places Cyprus’s overall science and technology employment at 37.2% of the labour force in 2025, slightly above the EU-27 figure of 36.9%, and above Greece at 26.8%, Malta at 33.9%, and Turkey at 18.2%. This figure covers the total share of the labour force employed in science and technology across all genders.

Progress Or Work-in-Progress?

52.5% in the broad category. 40.8% among scientists and engineers. 31.3% in manufacturing. Europe’s gender gap in science and technology hasn’t closed yet, and there is still work to be done to encourage and support more women to enter the field, especially in research and manufacturing.

Let’s not wait another decade for another couple of percentage points of hope.

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