PLTR · News · 20260808N

Revenue Performance and Mix

Palantir Technologies Inc. · 2026-08-08 · Importance 75 · Surprise 64 · In 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

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealizedA Seeking Alpha article said Palantir's U.S. commercial revenue was up nearly 150% and government revenue was up 90%.
revenuepositiverealizedA Seeking Alpha article said Palantir's U.S. commercial revenue was up nearly 150% and government revenue was up 90%.