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PLTR filing events and research context

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PLTR's research view summarizes recent SEC filing context, starting with earnings from May 4, 2026.

PLTR filing events and research context
FiledItemContext
May 4, 2026earningsPalantir Technologies Inc. filed an 8-K regarding its financial results.
Feb 2, 2026earningsPalantir Technologies Inc. reported its financial results and operations.
Nov 3, 2025earningsPalantir Technologies Inc. reported its results of operations and financial condition.
May 4, 2026Guidance: adjusted_free_cash_flow4200.00 to 4400.00
May 4, 2026Guidance: adjusted_income_from_operations1063.00 to 1067.00
May 4, 2026Guidance: adjusted_income_from_operations4440.00 to 4452.00
May 5, 2026mda_quarterlyPalantir reported robust financial performance for the three months ended March 31, 2026, driven by strong adoption of its software platforms, including Gotham, Foundry, Apollo, and the new Artificial Intelligence Platform (AIP). Total revenue surged 85% year-over-year to $1.6 billion, with commercial revenue growing 95% and government revenue increasing 76%. U.S. customers were a significant growth driver, contributing 79% of total revenue and expanding 87% from the prior year. Gross margin improved to 87%, and adjusted income from operations reached $984 million, up from $391 million in the prior year, excluding stock-based compensation. The company expanded its customer base to 1,007, up from 769, and average revenue from its top twenty customers grew 55% to $108 million, indicating deepening client relationships. Palantir is actively deploying AIP, which integrates generative AI models and LLMs with its existing platforms to enhance decision-making for both commercial and government clients. The company maintains a strong liquidity position with $8.0 billion in cash and equivalents, generating $899 million in operating cash flow, despite monitoring macroeconomic conditions and geopolitical tensions that could impact customer operations.
Feb 17, 2026businessPalantir Technologies develops software platforms that integrate data, decisions, and operations for government and commercial organizations, originating from its work with the US intelligence community. Its core offerings include Foundry, a foundational data operations platform for management, analytics, and workflow, and Gotham, which powers defense and intelligence missions. Apollo provides continuous delivery and infrastructure orchestration, enabling software deployment across diverse environments. The newest platform, Artificial Intelligence Platform (AIP), launched in 2023, integrates generative AI and large language models with existing systems, facilitating AI-powered decision-making within legal and ethical boundaries. The Palantir Ontology is central to these platforms, systematically mapping data, logic, and actions. In 2025, Palantir generated $4.5 billion in revenue from 954 customers, with 54% from government and 46% from commercial sectors. The US accounted for 74% of revenue. Average revenue from its top twenty customers significantly increased to $93.9 million, indicating strong account expansion. Palantir targets large, complex opportunities where internal software development often fails, emphasizing rapid deployment and a strong commitment to privacy, civil liberties, and ethical AI governance. Competition primarily stems from customers' internal development efforts, large enterprise software companies, and government contractors, with key competitive factors including platform capabilities, security, and ease of adoption. The company employs direct sales, industry operating systems, cloud partnerships, and joint ventures to expand its market reach.

Source: SEC EDGAR filing text and events; period May 4, 2026; filed May 4, 2026.

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