PLTR · Earnings call · 2026Q3T · Full report

Geographic Market Commentary

Palantir Technologies Inc. · 2026-11-02 · Importance null · Surprise 56

Management described the U.S. as the center of its current AI momentum, with U.S. commercial growth outpacing U.S. government revenue for the first time. International commercial revenue grew 21% year over year, while international government revenue grew 31%; both figures reflect management’s regional market commentary rather than a broader assessment of demand by country. Alex Karp described Europe’s position as difficult and said Palantir wants to bring European and other allies along in AI adoption.

Key facts

• Palantir's CEO said the company needs to help European and other allies learn how AI works and interact with the leader of the sovereign movement.
• Palantir's CEO said the Sovereign AI revolution is occurring in America and expressed optimism about the future, especially in the U.S.