PLTR · 8-K · 20261102PR000045

Geographic Revenue Commentary

Palantir Technologies Inc. · 2026-11-02 · Importance 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 time. U.S. government revenue increased 96% year over year and 18% sequentially to $953 million.

Key facts

• Q3 2026 U.S. revenue was $1.937 billion, up 119% year-over-year and 23% quarter-over-quarter. source
• Q3 2026 U.S. commercial revenue was $984 million, up 148% year-over-year and 29% quarter-over-quarter. source
• Q3 2026 U.S. government revenue was $953 million, up 96% year-over-year and 18% quarter-over-quarter. source
• Q3 2026 U.S. commercial revenue surpassed U.S. government revenue for the first time in Palantir's history. source