PLTR · News · 20260916N

Geographic Revenue Commentary

Palantir Technologies Inc. · 2026-09-16 · Importance 44 · Surprise 46

Third-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 exceeding the 10% change threshold. The report said limited international traction could constrain Palantir’s total addressable market and create valuation-compression risk. It also stated that consensus forward revenue-growth estimates may be conservative relative to current commercial momentum.

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