PLTR · News · 20260804N

Revenue Performance and Mix

Palantir Technologies Inc. · 2026-08-04 · Importance 75 · Surprise 64 · No source text

Palantir 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 year, while U.S. government revenue rose 90%. Net dollar retention reached 157%, indicating significant expansion among existing customers. The company closed 220 contracts worth at least $1 million during the quarter, and third-party reports characterized demand for Palantir’s AI Platform as broadening across commercial and government users.

Key facts

• Q2 2026 revenue: $1.935 billion, up 93% year-over-year and 19% sequentially. source
• U.S. revenue in Q2 2026: $1.573 billion, up 115% year-over-year and 23% sequentially. source
• Archer-Daniels-Midland reported Q2 CY2026 sales of $22.68 billion, up 7.2% year-on-year, with non-GAAP profit significantly exceeding analyst estimates. source
• Hecla Mining stock rallied over 6% after Q2 2026 drilling results extended high-grade zones. source
• Innodata reported quarterly earnings of $0.42 per share and revenue up 54.5% year-over-year. source

Impact estimates