PLTR · 8-K · 20260803PR000039
Commercial Customer Expansion
Palantir Technologies Inc. · 2026-08-03 · Importance 100 · Surprise 100 · No source text
U.S. commercial revenue grew 149% year over year and 28% quarter over quarter to $764 million in Q2 2026. U.S. commercial remaining deal value reached $6.238 billion, up 124% year over year and 27% quarter over quarter. Palantir raised its FY 2026 U.S. commercial revenue expectation to more than $3.424 billion, implying growth of at least 134%.
Key facts
- Closed U.S. commercial TCV in Q2 2026: $2.132 billion, up 153% year-over-year. source
- U.S. commercial revenue for Q2 2026: $764 million, grew 149% year-over-year and 28% quarter-over-quarter. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +23.6% | U.S. commercial revenue for Q2 2026: $764 million, grew 149% year-over-year and 28% quarter-over-quarter. |