PLTR · Technology

Palantir Technologies Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Enterprise AI PartnershipsImportance 31 · Surprise 42
  AmeriLife Group selected Palantir for an enterprise AI partnership covering insurance and retirement distribution. The rollout brings Palantir Foundry and its Artificial Intelligence Platform (AIP) to AmeriLife’s…
• Revenue Performance and MixImportance 9 · Surprise 6
  Palantir reported third-quarter revenue of $2.31 billion. The report said revenue exceeded Wall Street estimates but did not provide a year-over-year or sequential comparison. Palantir also exceeded adjusted…
• Enterprise AI Partnership ExpansionImportance null · Surprise null
  On November 8, 2026, Palantir was selected by AmeriLife Group for an enterprise AI partnership covering insurance and retirement distribution. The collaboration brings Palantir Foundry and its Artificial Intelligence…

News · 2026-11-05

• Revenue Performance and MixImportance 31 · Surprise 32
  Palantir reported Q3 revenue of $2.31 billion, exceeding the stated revenue benchmark of $69 million. Adjusted EPS was $0.44, beating expectations by 8.4%, while revenue beat expectations by an unspecified amount. Net…
• Industrial AI PartnershipImportance 31 · Surprise 42
  Footwear producer Changshin is adopting Palantir Foundry and AIP for AI-driven manufacturing. The partnership will apply the platforms across Changshin’s footwear development and production workflow. The rollout…
• Enterprise AI Partnership ExpansionImportance 31 · Surprise 42
  AmeriLife announced an enterprise-wide partnership to use Palantir Foundry and Artificial Intelligence Platform (AIP) across its Health and Wealth distribution organizations. AmeriLife develops, markets, and…

News · 2026-11-04

• Revenue Performance and MixImportance 87 · Surprise 82
  Palantir reported Q3 2026 revenue of $2.31 billion, up 96% year over year and 20% sequentially, its first quarter with sales above $2 billion. U.S. commercial revenue exceeded U.S. government revenue for the first time…
• Guidance and OutlookImportance 79 · Surprise 76
  Third-party reports said Palantir raised its full-year 2026 revenue forecast following rapid U.S. commercial growth. The fourth-quarter revenue outlook was $2.649 billion to $2.653 billion, implying a further…
• Market Demand TrendsImportance 63 · Surprise 64
  Palantir’s third-quarter revenue grew 96% year over year, with U.S. commercial sales exceeding U.S. government revenue for the first time as demand for its AI platforms accelerated. The reporting also noted slower…
• Industrial AI PartnershipImportance 31 · Surprise 42
  On November 4, 2026, Palantir and South Korea-based Changshin announced a partnership to deploy Palantir Foundry and AIP across Changshin’s footwear-development and production operations. The initiative will connect…
• Margin ExpansionImportance 26 · Surprise 24
  Palantir's Q3 2026 GAAP operating margin was reported at close to the high 40s, while its adjusted operating margin reached the low 60s. A separate report described a 62% operating margin alongside 93% revenue growth,…
• Contract Bookings GrowthImportance 20 · Surprise 24
  A report following Palantir's Q3 2026 results said total contract value growth had slowed and backlog was flat. It raised a question about how quickly increased AI-platform usage would convert into longer-duration…

News · 2026-11-03

• Guidance and OutlookImportance 85 · Surprise 76
  Palantir expects revenue of roughly $2.65 billion for the quarter ending December 31, 2026. The forecast implies approximately 15% quarter-over-quarter growth, compared with 20% in the preceding quarter, but exceeds…
• Revenue Performance and MixImportance 69 · Surprise 64
  Palantir reported Q3 2026 revenue of $2.313 billion, up 96% year over year and 20% sequentially, its first quarter above $2 billion. U.S. revenue increased 119% to $1.937 billion, or 84% of total revenue. Commercial…
• Margin ExpansionImportance 59 · Surprise 48
  Palantir’s operating margin reached 61.7% in Q3 2026, approximately 1,100 basis points higher than a year earlier. Morgan Stanley also cited operating margins expanding to 61.7%. The digest does not specify the…
• Commercial Customer ExpansionImportance 51 · Surprise 64
  Average trailing 12-month revenue from Palantir’s top 20 customers reached $146 million per customer in Q3, up 76% year over year. The report characterizes this as deeper adoption and expanding relationships among…
• Revenue Concentration RiskImportance 45 · Surprise 64
  Palantir’s top 20 customers generated average trailing-12-month revenue of $146 million per customer in Q3 2026, up 76% year over year. The reported figure indicates substantial growth in revenue from existing…
• Free Cash Flow and LiquidityImportance 44 · Surprise 24
  Palantir reported adjusted free cash flow of $1.216 billion in Q3 2026, equal to a 53% margin. The reported cash flow exceeded the digest’s $58 million materiality threshold. The digest provides no cash balance, debt…
• Contract Bookings GrowthImportance 25 · Surprise 32
  Third-party coverage identified contract bookings as a relative weak spot despite strong Q3 revenue growth. Total contract value rose 6% to $2.918 billion, while U.S. commercial contract value grew 11%. Separate…
• Geographic Market CommentaryImportance 17 · Surprise 24
  Palantir’s UK and Europe business leader said major European companies are not adopting AI at the same rate as U.S. companies. He described the difference as a relative growth-rate gap, rather than Europe’s AI adoption…
• European AI AdoptionImportance 17 · Surprise 24
  Palantir’s UK and Europe business lead said blue-chip companies in Europe are adopting AI more slowly than their U.S. counterparts. He described the difference as a relative growth-rate gap, rather than evidence that…

Earnings call · 2026-11-02

• Guidance and OutlookImportance 100 · Surprise 100
  For fourth-quarter 2026, Palantir expects revenue of $2.649 billion to $2.653 billion and adjusted income from operations of $1.640 billion to $1.644 billion. Full-year 2026 revenue guidance was raised to $8.530…
• Contract Bookings GrowthImportance 75 · Surprise 64
  Palantir closed $1.652 billion in commercial TCV bookings in the third quarter, up 17% year over year, including $1.463 billion in U.S. commercial TCV bookings, up 11%. U.S. commercial TCV bookings over the prior 12…
• Free Cash Flow and LiquidityImportance 75 · Surprise 60
  Palantir generated $1.205 billion in cash from operations and $1.216 billion in adjusted free cash flow in the third quarter, with margins of 52% and 53%, respectively. The company ended the quarter with $10.4 billion…
• Revenue Performance and MixImportance 69 · Surprise 64
  Third-quarter 2026 revenue was $2.313 billion, up 96% year over year and 20% sequentially. Commercial revenue grew 113% year over year and 24% sequentially to $1.168 billion, while government revenue grew 81% year over…
• Operating Expense TrendsImportance 68 · Surprise 64
  Third-quarter adjusted expense was $887 million, up 53% year over year and 20% sequentially. Management attributed the increase primarily to continued investment in the AI platform and technical hiring, including the…
• Commercial Customer ExpansionImportance 65 · Surprise 82
  Ryan Taylor described several U.S. commercial customers expanding from pilots into larger engagements: an industrial materials company converted a nearly $3 million pilot into a $29 million ACV deal, and a global…
• Revenue Concentration RiskImportance 57 · Surprise 64
  Third-quarter trailing 12-month revenue from Palantir’s top 20 customers averaged $146 million per customer, up 76% year over year. U.S. commercial average trailing 12-month revenue per customer grew 88% year over year…
• Margin ExpansionImportance 57 · Surprise 32
  Third-quarter adjusted gross margin was 85%, excluding stock-based compensation expense. Adjusted income from operations was $1.427 billion, producing a 62% adjusted operating margin. GAAP operating income reached…
• Defense Manufacturing StrategyImportance 31 · Surprise 42
  Management linked deterrence to the ability to produce military materiel, citing Russia and Ukraine as an example of the importance of production capacity. It said the United States has experienced 30–40 years of…
• Sovereign AI DemandImportance 25 · Surprise 24
  Management said customer demand for Sovereign AI is accelerating, with customers moving from initial conversations to pilots or production much faster than before. Ryan Taylor described commercial customers converting…
• AI Platform PositioningImportance null · Surprise 24
  Shyam Sankar positioned AIP as an enterprise workflow platform that integrates AI, software and people to generate measurable operational value, rather than simply automating individual knowledge workers. He said…
• Defense AI DemandImportance null · Surprise 24
  Management cited continued demand for Maven across the joint force: the platform had more than 100,000 users and was made available to all military services, beyond combatant commands, and to many combat support…
• Geographic Market CommentaryImportance null · Surprise 56
  Management described the U.S. as the center of its current AI momentum, with U.S. commercial growth outpacing U.S. government revenue for the first time. International commercial revenue grew 21% year over year, while…
• Competition and Market PositionImportance null · Surprise 24
  Karp said Palantir is not generally trying to displace customers using other providers, but instead sees a rapidly expanding market and customers concerned that closed models may transfer their proprietary advantage.…
• Manufacturing and CapacityImportance null · Surprise 24
  Shyam Sankar connected defense deterrence with the ability to produce materiel, saying the U.S. needs to reinvent production after decades of deindustrialization. He cited Palantir’s work with War Machine and…
• AI Regulatory PositioningImportance null · Surprise 24
  Discussing the need for the United States and its allies to lead in AI, the CEO said European allies would need to learn how the technology works. He criticized approaches that would regulate AI like a…

8-K · 2026-11-02

• Guidance and OutlookImportance 100 · Surprise 100
  For Q4 2026, Palantir expects revenue of $2.649–$2.653 billion and adjusted income from operations of $1.640–$1.644 billion. For full-year 2026, it raised revenue guidance to $8.530–$8.534 billion and U.S. commercial…
• Geographic Revenue CommentaryImportance 76 · Surprise 82
  U.S. revenue grew 119% year over year and 23% sequentially to $1.937 billion. U.S. commercial revenue rose 148% year over year and 29% sequentially to $984 million, surpassing U.S. government revenue for the first…
• Revenue Performance and MixImportance 69 · Surprise 64
  Q3 2026 revenue was $2.313 billion, up 96% year over year and 20% sequentially. U.S. revenue increased 119% year over year and 23% sequentially to $1.937 billion. U.S. commercial revenue rose 148% year over year and…
• Margin ExpansionImportance 69 · Surprise 64
  Q3 GAAP income from operations was $1.085 billion, a 47% margin, versus $393.3 million and a 33% margin in Q3 2025. Adjusted income from operations increased to $1.427 billion from $600.5 million, and adjusted…
• Free Cash Flow and LiquidityImportance 69 · Surprise 64
  Q3 2026 cash from operations was $1.205 billion, equal to a 52% margin, and adjusted free cash flow was $1.216 billion, a 53% margin. Adjusted free cash flow increased 125% from $539.9 million in Q3 2025, while its…
• Operating Expense TrendsImportance 66 · Surprise 56
  Q3 2026 total operating expenses increased 46% year over year to $845.3 million from $580.5 million. Sales and marketing expense rose 44% to $396.7 million, research and development rose 52% to $219.7 million, and…
• Contract Bookings GrowthImportance 49 · Surprise 32
  Palantir closed $2.918 billion of total contract value (TCV), up 6% year over year, including $1.463 billion of U.S. commercial TCV, up 11%. It closed 212 deals of at least $1 million, 107 of at least $5 million, and…
• Income Tax Rate ChangesImportance 38 · Surprise 46
  Q3 2026 income tax provision was $13.6 million, compared with $3.8 million in Q3 2025, an increase of approximately 261%. The provision was about 1.2% of pretax income of $1.148 billion in Q3 2026, versus about 0.8% of…

News · 2026-11-02

• Guidance and OutlookImportance 100 · Surprise 100
  Palantir forecast fourth-quarter 2026 revenue of $2.649 billion to $2.653 billion and adjusted operating income of $1.64 billion to $1.644 billion. It raised its full-year 2026 revenue forecast to $8.530 billion–$8.534…
• Revenue Performance and MixImportance 81 · Surprise 82
  Palantir reported third-quarter 2026 revenue of $2.313 billion, up 96% year over year and 20% sequentially, and above the $2.17 billion analyst estimate. U.S. commercial revenue was $984 million, up 148% year over year…
• Commercial Customer ExpansionImportance 74 · Surprise 64
  Palantir’s U.S. commercial revenue grew 148% year over year in Q3 2026, reaching $984 million. This was the first time U.S. commercial revenue exceeded U.S. government revenue, reflecting rapid expansion of commercial…
• Market Demand TrendsImportance 31 · Surprise 24
  CEO Alex Karp said demand for Palantir’s AI offerings is “much larger than we can service.” He described demand as “insatiable and growing,” suggesting that customer interest is outpacing the company’s current ability…

News · 2026-11-01

• Sovereign AI PartnershipImportance 31 · Surprise 42
  Palantir announced a new wave of sovereign AI deployments with L3Harris, McCarthy, NVIDIA, Ondas, and Tampa General Hospital. The collaborations cover defense, advanced manufacturing, construction, and healthcare. The…
• Sovereign AI DemandImportance null · Surprise null
  Palantir was reported to be expanding sovereign AI deployments through collaborations with L3Harris, McCarthy, NVIDIA, Ondas, and Tampa General Hospital. The deployments cover defense, advanced manufacturing,…

News · 2026-10-30

• Guidance and OutlookImportance 66 · Surprise 46
  Palantir was scheduled to report third-quarter 2026 results on November 2, after the market close. The Q3 consensus estimate was $2.17 billion in total revenue, up 83.9% year over year, and 41 cents in earnings per…

News · 2026-10-22

• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  Palantir named Aplos Data to Vanguard: Elite, the highest tier of its trusted partner network, on October 22, 2026. Aplos Data will work across the United States to bring Palantir’s Foundry and AIP platforms to new…
• Enterprise AI Partnership ExpansionImportance 31 · Surprise 42
  Palantir and Stagwell expanded their strategic partnership on October 22, 2026, to develop AI-powered marketing solutions for enterprise clients. The companies will combine Palantir’s AI software with Stagwell’s…
• Defense AI DemandImportance 25 · Surprise 32
  The global signals intelligence market was valued at $30.4 billion in 2025 and is projected to reach $60.9 billion by 2035. Research and Markets estimates a 7.6% compound annual growth rate, with demand supported by…

News · 2026-10-21

• Sovereign AI DemandImportance 37 · Surprise 42
  Palantir reported delivery of sovereign AI outcomes to a new group of flagship customers, indicating demand for controlled, locally deployable AI capabilities. The named customers include L3Harris, McCarthy Building…
• Sovereign AI PositioningImportance 37 · Surprise 42
  Palantir announced delivery of sovereign AI outcomes to flagship customers including L3Harris, McCarthy Building Companies, NVIDIA, Ondas, Regna AI, and Tampa General Hospital. The deployments use Palantir’s Foundry,…
• FedStart Security PartnershipImportance 34 · Surprise 42
  Palantir announced a partnership with Knox Systems to support highly secure U.S. government cloud deployments. The alliance combines Palantir’s accredited infrastructure with Knox’s expedited FedRAMP and Impact Level 5…
• AI Agent CompetitionImportance 34 · Surprise 42
  NVIDIA expanded its open-source Agent Toolkit with the Agent Knowledge Foundation, Nemotron Retriever and Kumo open models, and the OpenShell secure agent runtime. These tools are designed to let enterprises ground AI…
• AI Platform Partnership ExpansionImportance 34 · Surprise 42
  NVIDIA expanded its open-source Agent Toolkit with the Agent Knowledge Foundation, Nemotron Retriever and Kumo open models, and the OpenShell secure agent runtime. The toolkit is designed to help enterprises ground AI…