PLTR · Technology
Palantir Technologies Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Free Cash Flow and LiquidityImportance 75 · Surprise 64Palantir's Q2 free cash flow increased 115% year over year and represented a 63% margin. Trailing-twelve-month unlevered pretax free cash flow margin reached 51%. The company was reported to have approximately $9.4…
- Revenue Performance and MixImportance 75 · Surprise 64Palantir reported Q2 2026 revenue of $1.935 billion, up 93% year over year and 19% sequentially, reflecting accelerating demand for its artificial-intelligence software. U.S. commercial revenue increased 149% year over…
- AI Adoption RecognitionImportance 51 · Surprise 64Reporting characterized Palantir's Artificial Intelligence Platform as benefiting from early-stage enterprise adoption and expanding customer deployments. One cited estimate placed platform penetration at only 17% as…
- AI Platform PositioningImportance 33 · Surprise 42Palantir is pursuing a software-layer strategy that integrates with various AI models instead of developing a single proprietary model or investing heavily in data centers. Third-party reporting characterized the…
- AI Infrastructure PartnershipImportance 33 · Surprise 42Palantir is pairing its mission-critical software with Nvidia’s advanced AI hardware to build a secure operating system for governments and enterprises. The collaboration is positioned around sovereign AI deployments,…
News · 2026-08-07
- Guidance and OutlookImportance 100 · Surprise 100Management raised FY 2026 revenue guidance to approximately $8.15 billion-$8.158 billion, representing about 82% year-over-year growth. The updated outlook includes at least 134% growth in U.S. commercial revenue and…
- Free Cash Flow and LiquidityImportance 75 · Surprise 64Palantir's Q2 free cash flow increased 115% year over year and represented a 63% margin. Trailing-twelve-month unlevered pretax free cash flow margin reached 51%. The company was reported to have approximately $9.4…
- Revenue Performance and MixImportance 75 · Surprise 64Palantir reported Q2 2026 revenue of $1.935 billion, up 93% year over year and 19% sequentially, reflecting accelerating demand for its artificial-intelligence software. U.S. commercial revenue increased 149% year over…
- Contract Bookings GrowthImportance 75 · Surprise 64Palantir’s contract activity accelerated alongside customer adoption of its AI software. Third-party reports cited bookings growth of 153% year over year and 220 contracts valued above $1 million in Q2 2026.…
- Margin ExpansionImportance 69 · Surprise 64Palantir's Q2 adjusted operating margin reached 62%, while GAAP operating margin reached 47%. Adjusted operating income increased 157% year over year, reflecting operating leverage from rapid commercial and government…
- AI Adoption RecognitionImportance 51 · Surprise 64Reporting characterized Palantir's Artificial Intelligence Platform as benefiting from early-stage enterprise adoption and expanding customer deployments. One cited estimate placed platform penetration at only 17% as…
- AI Platform PositioningImportance 33 · Surprise 42Palantir is pursuing a software-layer strategy that integrates with various AI models instead of developing a single proprietary model or investing heavily in data centers. Third-party reporting characterized the…
- Litigation and Legal RiskImportance 33 · Surprise 42Bernstein Liebhard LLP issued a shareholder class-action alert concerning purchases of Palantir securities between February 16, 2021, and May 6, 2022. The complaint alleges misleading statements about the effect of…
- Gross Margin DriversImportance 33 · Surprise 24Palantir’s adjusted operating margin reached 62% in the second quarter of 2026. Adjusted gross margin declined to 86% because Palantir absorbed government cloud-hosting costs. The cost absorption may strengthen…
News · 2026-08-06
- Free Cash Flow and LiquidityImportance 75 · Surprise 64Palantir's Q2 free cash flow increased 115% year over year and represented a 63% margin. Trailing-twelve-month unlevered pretax free cash flow margin reached 51%. The company was reported to have approximately $9.4…
- Revenue Performance and MixImportance 75 · Surprise 64Palantir reported Q2 2026 revenue of $1.935 billion, up 93% year over year and 19% sequentially, reflecting accelerating demand for its artificial-intelligence software. U.S. commercial revenue increased 149% year over…
- Margin ExpansionImportance 69 · Surprise 64Palantir's Q2 adjusted operating margin reached 62%, while GAAP operating margin reached 47%. Adjusted operating income increased 157% year over year, reflecting operating leverage from rapid commercial and government…
News · 2026-08-05
- Guidance and OutlookImportance 100 · Surprise 100Management raised FY 2026 revenue guidance to approximately $8.15 billion-$8.158 billion, representing about 82% year-over-year growth. The updated outlook includes at least 134% growth in U.S. commercial revenue and…
- Free Cash Flow and LiquidityImportance 75 · Surprise 64Palantir's Q2 free cash flow increased 115% year over year and represented a 63% margin. Trailing-twelve-month unlevered pretax free cash flow margin reached 51%. The company was reported to have approximately $9.4…
- Revenue Performance and MixImportance 75 · Surprise 64Palantir reported Q2 2026 revenue of $1.935 billion, up 93% year over year and 19% sequentially, reflecting accelerating demand for its artificial-intelligence software. U.S. commercial revenue increased 149% year over…
- Margin ExpansionImportance 69 · Surprise 64Palantir's Q2 adjusted operating margin reached 62%, while GAAP operating margin reached 47%. Adjusted operating income increased 157% year over year, reflecting operating leverage from rapid commercial and government…
- AI Adoption RecognitionImportance 51 · Surprise 64Reporting characterized Palantir's Artificial Intelligence Platform as benefiting from early-stage enterprise adoption and expanding customer deployments. One cited estimate placed platform penetration at only 17% as…
- Litigation and Legal RiskImportance 33 · Surprise 42Bernstein Liebhard LLP issued a shareholder class-action alert concerning purchases of Palantir securities between February 16, 2021, and May 6, 2022. The complaint alleges misleading statements about the effect of…
- AI Infrastructure PartnershipImportance 33 · Surprise 42Palantir is pairing its mission-critical software with Nvidia’s advanced AI hardware to build a secure operating system for governments and enterprises. The collaboration is positioned around sovereign AI deployments,…
- Defense Manufacturing PartnershipImportance 33 · Surprise 42Palantir is collaborating with Mercury Systems to automate material planning and factory operations supporting U.S. military programs. The deployment is intended to optimize workflows, improve factory efficiency, and…
News · 2026-08-04
- Guidance and OutlookImportance 100 · Surprise 100Management raised FY 2026 revenue guidance to approximately $8.15 billion-$8.158 billion, representing about 82% year-over-year growth. The updated outlook includes at least 134% growth in U.S. commercial revenue and…
- Free Cash Flow and LiquidityImportance 75 · Surprise 64Palantir's Q2 free cash flow increased 115% year over year and represented a 63% margin. Trailing-twelve-month unlevered pretax free cash flow margin reached 51%. The company was reported to have approximately $9.4…
- Revenue Performance and MixImportance 75 · Surprise 64Palantir reported Q2 2026 revenue of $1.935 billion, up 93% year over year and 19% sequentially, reflecting accelerating demand for its artificial-intelligence software. U.S. commercial revenue increased 149% year over…
- Contract Bookings GrowthImportance 75 · Surprise 64Palantir’s contract activity accelerated alongside customer adoption of its AI software. Third-party reports cited bookings growth of 153% year over year and 220 contracts valued above $1 million in Q2 2026.…
- Margin ExpansionImportance 69 · Surprise 64Palantir's Q2 adjusted operating margin reached 62%, while GAAP operating margin reached 47%. Adjusted operating income increased 157% year over year, reflecting operating leverage from rapid commercial and government…
- Commercial Customer ExpansionImportance 69 · Surprise 64Palantir’s U.S. commercial business ended Q2 approximately $45 million below U.S. government revenue and was expected by third-party analysts to overtake it in the following quarter. U.S. commercial revenue per…
- AI Adoption RecognitionImportance 51 · Surprise 64Reporting characterized Palantir's Artificial Intelligence Platform as benefiting from early-stage enterprise adoption and expanding customer deployments. One cited estimate placed platform penetration at only 17% as…
- Sovereign AI DemandImportance 33 · Surprise 42Palantir’s sovereign AI positioning is resonating with customers seeking to retain control over sensitive data, operational knowledge, and AI decision-making. Reports said the company attributes its commercial…
- Litigation and Legal RiskImportance 33 · Surprise 42Bernstein Liebhard LLP issued a shareholder class-action alert concerning purchases of Palantir securities between February 16, 2021, and May 6, 2022. The complaint alleges misleading statements about the effect of…
- AI Infrastructure PartnershipImportance 33 · Surprise 42Palantir is pairing its mission-critical software with Nvidia’s advanced AI hardware to build a secure operating system for governments and enterprises. The collaboration is positioned around sovereign AI deployments,…
- Defense Manufacturing PartnershipImportance 33 · Surprise 42Palantir is collaborating with Mercury Systems to automate material planning and factory operations supporting U.S. military programs. The deployment is intended to optimize workflows, improve factory efficiency, and…
- Interest Rate EnvironmentImportance 8 · Surprise 6The U.S. economy lost 23,000 nonfarm jobs in July, according to third-party reporting on August 7, 2026. The weak labor-market report reduced expectations for a near-term Federal Reserve rate hike and supported a rally…