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 · 2026-09-23
- FAA Contract LossImportance 34 · Surprise 42Palantir lost the Federal Aviation Administration's SMART contract, despite the FAA launching the Strategic Management of Airspace, Routes, and Trajectories system on September 21. The system is being used to manage…
- Partner Ecosystem ExpansionImportance 32 · Surprise 42Palantir-powered SurfOS is being commercialized by Surf Air Mobility as an AI-enabled operating system for private aviation and advanced air-mobility operators. Surf Air signed SkyDance Air as its second OperatorOS…
- Enterprise AI Partnership ExpansionImportance 32 · Surprise 42Surf Air Mobility appointed Barrett Brown as president of SurfOS, effective September 30, 2026, to lead go-to-market, strategy, and commercial expansion. SurfOS is an AI-enabled aviation software operating system…
News · 2026-09-22
- AI Infrastructure PartnershipImportance 34 · Surprise 42Rackspace Technology joined NVIDIA’s Cloud Partner Program, enabling NVIDIA-accelerated computing and governed AI cloud services. Rackspace introduced an Institutional Sovereign Pod combining NVIDIA Blackwell…
- Partner Ecosystem ExpansionImportance 34 · Surprise 42On September 22, 2026, Rackspace Technology was reported to have joined Nvidia’s Cloud Partner Program. The partnership includes Rackspace’s Institutional Sovereign Pod, combining Nvidia Blackwell infrastructure with…
- Products and TechnologyImportance 31 · Surprise 42Palantir’s AIP Evolve, Palantir MCP, and SuperRepo are cited as product features supporting enterprise workflow automation and sovereign AI deployments. The reported use cases center on complex agentic workloads and…
- AI Platform PositioningImportance 17 · Surprise 24Palantir is described as approaching an AI monetization inflection driven by complex agentic workloads and expanding enterprise demand for secure, scalable AI control planes. Recent product features include AIP Evolve,…
News · 2026-09-21
- AI Platform PositioningImportance 23 · Surprise 24Palantir is described as an enterprise-AI standard because its ontology-based software connects AI models to customers’ operational processes. The reporting emphasizes differentiation through the ontology layer, which…
News · 2026-09-20
- Guidance and OutlookImportance 100 · Surprise 100Management now targets approximately $8.15 billion of revenue for full-year 2026. The 2026 target is nearly double the revenue goal management set for 2025 at the comparable point last year. The digest does not state…
- Revenue Performance and MixImportance 69 · Surprise 64Palantir’s second-quarter 2026 revenue increased 93% year over year to approximately $1.9 billion. The reported growth nearly doubled revenue compared with the prior-year period. The digest does not provide segment,…
News · 2026-09-19
- Revenue Performance and MixImportance 69 · Surprise 64Palantir reportedly posted revenue growth above 90% year over year in its latest reported period. The report cites a Rule of 40 score as an indicator of combined growth and profitability, but does not provide the…
News · 2026-09-18
- Commercial Customer ExpansionImportance 23 · Surprise 24Existing customers generated approximately 82% of Palantir’s year-over-year commercial revenue increase in the second quarter. The company’s commercial segment was described as on pace to surpass its legacy government…
News · 2026-09-17
- Defense Contract AwardsImportance 58 · Surprise 42The U.S. Army awarded Palantir a $127 million TITAN production contract. The award is described as supporting multi-year revenue visibility and indicating continued U.S. government demand for Palantir’s defense…
- Commercial Customer ExpansionImportance 31 · Surprise 42Chipotle Mexican Grill is building a food-safety risk platform on Palantir’s Foundry software. The platform generates risk scores for individual Chipotle restaurants using health-inspection and employee-illness data.…
- Partner Ecosystem ExpansionImportance 31 · Surprise 42Palantir’s reported alliances with Rackspace, PwC, and Nebius are intended to address deployment bottlenecks and broaden access to enterprise and AI-infrastructure budgets. A separate report characterizes Nvidia and…
- Distribution ChannelsImportance 31 · Surprise 42Surf Air Mobility signed its first commercial OperatorOS contract with Sprintbach Aviation. OperatorOS is Surf Air’s flight-operations software for Part 135 operators and is powered by Palantir Technologies. Surf Air…
- Industrial AI PartnershipImportance 31 · Surprise 42Surf Air Mobility signed its first commercial OperatorOS contract with Sprintbach Aviation. OperatorOS is Surf Air’s SurfOS flight-operations software for Part 135 operators, powered by Palantir technology. Surf Air…
- Chipotle Food Safety PlatformImportance 31 · Surprise 42Chipotle Mexican Grill is building and piloting a food-safety risk-management platform on Palantir Foundry. The platform uses health-inspection and employee-illness data to generate risk scores for individual…
- Enterprise AI Partnership ExpansionImportance 31 · Surprise 42Surf Air Mobility signed its first commercial OperatorOS contract with Sprintbach Aviation. OperatorOS is Surf Air’s flight-operations software powered by Palantir, and Surf Air will earn a percentage of revenue from…
- AI Regulatory PositioningImportance 14 · Surprise 24Palantir CEO Alex Karp said on September 17, 2026, that civil and criminal liability should be the first line of defense against dangerous AI. His position favors liability frameworks over new AI-specific regulation.…
News · 2026-09-16
- Commercial Customer ExpansionImportance 57 · Surprise 64Palantir’s U.S. commercial revenue grew 149% year over year, reflecting strong demand from enterprise AI customers. International commercial revenue growth improved to 26% year over year, but remains materially below…
- Revenue Performance and MixImportance 51 · Surprise 64U.S. commercial revenue increased 149% year over year, indicating substantial expansion in Palantir’s domestic commercial business. International commercial revenue grew 26% year over year, showing slower growth than…
- Geographic Revenue CommentaryImportance 44 · Surprise 46Third-party reporting cited U.S. commercial revenue growth of 149% year over year, exceeding the materiality threshold for mandatory inclusion. International commercial growth was reported at 26% year over year, also…
News · 2026-09-15
- Partner Ecosystem ExpansionImportance 52 · Surprise 42Palantir has formed a partnership with Nebius intended to accelerate commercial AI infrastructure growth. The collaboration positions Nebius as Palantir’s preferred enterprise sovereign-AI infrastructure provider.…
- Sovereign AI PartnershipImportance 52 · Surprise 42Palantir has formed a partnership with Nebius intended to accelerate commercial AI-infrastructure growth. The collaboration reportedly positions Nebius as Palantir’s preferred enterprise sovereign-AI infrastructure…
- Revenue Performance and MixImportance 26 · Surprise 24U.S. commercial revenue was reported to be within $45 million of Palantir’s U.S. government revenue. The comparison indicates that U.S. commercial activity is approaching the scale of the company’s U.S. government…
- AI Platform PositioningImportance 23 · Surprise 24Palantir is being positioned as an enterprise AI enabler rather than a company competing primarily to build foundation models. The reported opportunity centers on helping companies obtain AI benefits while retaining…
News · 2026-09-14
- AI Security PartnershipImportance 31 · Surprise 42Palantir and Nvidia are reportedly restricting or reconsidering use of advanced AI models from Anthropic and OpenAI because of concerns that the models could retain or learn from sensitive corporate data. The companies…
- AI Platform PositioningImportance 31 · Surprise 42Palantir is reportedly restricting or ceasing use of advanced AI models from Anthropic and OpenAI unless providers guarantee that customer intellectual property and sensitive data will not be misused. The concern…
- AI Data Governance PartnershipImportance 31 · Surprise 42Palantir is reportedly restricting or ceasing use of advanced AI models from Anthropic and OpenAI unless the providers guarantee that customer intellectual property and sensitive data will not be misused. The concern…
News · 2026-09-12
- AI Infrastructure PartnershipImportance 27 · Surprise 42Palantir announced a strategic AI-infrastructure partnership with Nebius during the week of September 7, 2026. The arrangement is intended to combine Nebius’s hardware and infrastructure services with Palantir’s…
- Sovereign AI PositioningImportance 23 · Surprise 24Palantir used its September 2026 AIPCon event to showcase sovereign-AI deployments involving NVIDIA, Cisco, and the Federal Aviation Administration (FAA). The deployments reportedly use Palantir’s Foundry, Ontology,…
News · 2026-09-11
- Revenue Performance and MixImportance 100 · Surprise 100Palantir’s U.S. commercial revenue grew 149% year over year in the second quarter of 2026. Full-year 2026 U.S. commercial revenue guidance calls for at least 134% growth. Palantir raised its company-wide 2026…
- Guidance and OutlookImportance 100 · Surprise 100Palantir raised its full-year 2026 company-wide revenue growth outlook to approximately 82%. The company’s U.S. commercial revenue guidance calls for at least 134% year-over-year growth. This represents Palantir’s…
- Commercial Customer ExpansionImportance 68 · Surprise 64Palantir’s U.S. commercial revenue grew 149% year over year in the second quarter. The company’s U.S. commercial business is therefore expanding substantially faster than the overall company. The growth indicates…
- AI Infrastructure PartnershipImportance 34 · Surprise 42Palantir is positioning its platform around AI workloads that OpenAI cannot access, emphasizing use cases involving sensitive or restricted data. A new partnership with Nvidia provides hardware support for this…
- AI Adoption RecognitionImportance 31 · Surprise 42Palantir used its 11th customer forum to demonstrate that its AI development is moving into production. The event highlighted customer-oriented deployments rather than solely experimental or pilot-stage use cases. This…
News · 2026-09-10
- Defense Contract AwardsImportance 40 · Surprise 42Palantir won a production contract from the U.S. Army for eight next-generation TITAN ground stations. TITAN is an AI-enabled battlefield infrastructure system, increasing Palantir’s role in the Army’s operational…
- Pentagon AI ContractsImportance 40 · Surprise 42Palantir won a U.S. Army production contract for eight next-generation TITAN ground stations. The award expands Palantir’s role in AI-enabled battlefield infrastructure and supports its positioning as an integrated…
- Sovereign AI PartnershipImportance 31 · Surprise 42Palantir and NVIDIA announced a collaboration to deploy sovereign AI across critical supply chains, initially using NVIDIA’s own operations as the customer deployment. The stack combines NVIDIA Nemotron open models…
- Partner Ecosystem ExpansionImportance 31 · Surprise 42Palantir renewed its strategic partnership with Fujitsu to support enterprise AI transformation in Japan and global markets. Fujitsu signed a new agreement with Palantir Technologies Japan KK covering AIP and Foundry…
- Enterprise AI PartnershipsImportance 31 · Surprise 42Palantir and Method Security announced the Cardinal Program to provide autonomous cybersecurity assessments to selected municipalities, utilities, and critical-infrastructure operators. The program uses Method’s…
- AI Security Product ExpansionImportance 31 · Surprise 42Palantir and Method Security announced the Cardinal Program to provide autonomous red-teaming capabilities through Palantir’s Ontology for Cybersecurity. The program will offer select municipalities, utilities, and…
- Sovereign AI PositioningImportance 31 · Surprise 42Palantir and NVIDIA announced a collaboration to deploy sovereign AI across critical supply chains, beginning with NVIDIA’s own operations. The stack combines NVIDIA Nemotron open models with Palantir Foundry and AIP,…
- Enterprise AI Partnership ExpansionImportance 31 · Surprise 42Palantir and Fujitsu renewed their strategic partnership to expand enterprise AI capabilities in Japan and internationally. Fujitsu signed a new agreement with Palantir Technologies Japan KK covering AIP and Foundry…
- AI Security PartnershipImportance 31 · Surprise 42Palantir and Method Security announced the Cardinal Program to provide autonomous red-team assessments through Palantir’s Ontology for Cybersecurity. The program will offer continuous security assessments at no cost to…
- AI Adoption RecognitionImportance 7 · Surprise 6Palantir’s AIPCon 11 will feature customer presentations spanning aviation, technology, media, insurance, defense, healthcare, and manufacturing. Named participants include Acrisure, Cisco, Eaton, the Federal Aviation…
News · 2026-09-09
- Sovereign AI PartnershipImportance 31 · Surprise 42Palantir selected Nebius’s AI-native cloud, a move described as potentially expanding Palantir’s enterprise reach and strengthening Nebius’s neocloud position. The partnership addresses demand from global organizations…
News · 2026-09-08
- Revenue Performance and MixImportance 57 · Surprise 64Third-party reporting cited Palantir revenue growth of 93% year over year. A separate analysis cited 271% year-over-year growth in U.S. commercial total contract value, indicating commercial demand materially outpaced…
- Sovereign AI PartnershipImportance 37 · Surprise 42Palantir named Nebius Group its preferred sovereign AI infrastructure partner on September 8, 2026. The companies plan to integrate Nebius compute and inference endpoints inside Palantir's enterprise perimeter after an…
- Sovereign AI DemandImportance 37 · Surprise 42On September 8, 2026, Palantir and Amsterdam-based Nebius Group announced a strategic partnership to provide AI-native compute infrastructure and cloud services to Palantir’s commercial customers. Palantir designated…
- Enterprise AI PartnershipsImportance 31 · Surprise 42Palantir and PwC US expanded their strategic alliance on September 3, 2026, targeting enterprise AI deployment, M&A transformation, and ERP modernization. The collaboration is intended to help organizations transform…
News · 2026-09-07
- Revenue Performance and MixImportance 57 · Surprise 64Third-party reporting cited Palantir revenue growth of 93% year over year. A separate analysis cited 271% year-over-year growth in U.S. commercial total contract value, indicating commercial demand materially outpaced…
- UK NHS Regulatory ScrutinyImportance 37 · Surprise 42A UK health minister warned on September 7, 2026 that public mistrust of Palantir’s AI could affect NHS research participation. The warning followed new figures showing an increase in patient opt-outs from data…
News · 2026-09-05
- Enterprise AI Partnership ExpansionImportance 31 · Surprise 42PwC US and Palantir expanded their strategic alliance to help organizations scale enterprise AI across critical business operations. The collaboration targets intelligent-enterprise transformation, M&A transformation,…
News · 2026-09-04
- Revenue Performance and MixImportance 57 · Surprise 64Third-party reporting cited Palantir revenue growth of 93% year over year. A separate analysis cited 271% year-over-year growth in U.S. commercial total contract value, indicating commercial demand materially outpaced…
- Margin ExpansionImportance 32 · Surprise 24Third-party reporting cited a 62% adjusted operating margin for Palantir. The margin was discussed alongside 93% year-over-year revenue growth and 271% year-over-year growth in U.S. commercial total contract value. The…
News · 2026-09-03
- Revenue Performance and MixImportance 57 · Surprise 64Third-party reporting cited Palantir revenue growth of 93% year over year. A separate analysis cited 271% year-over-year growth in U.S. commercial total contract value, indicating commercial demand materially outpaced…
- Enterprise AI Partnership ExpansionImportance 31 · Surprise 42PwC US and Palantir expanded their strategic alliance to help organizations scale enterprise AI across critical business operations. The collaboration targets intelligent-enterprise transformation, M&A transformation,…
- Commercial Customer ExpansionImportance 31 · Surprise 42Ocean Power Technologies selected Palantir Foundry through the Palantir for Builders program on September 3, 2026. OPT plans to use Foundry across manufacturing, supply chain management, deployment, fleet operations,…