Citable filing context
PLTR's research view summarizes recent SEC filing context, starting with earnings from Aug 3, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 3, 2026 | earnings | Palantir reported Q2 2026 revenue of $1.935 billion, up 93% year-over-year, and raised its full-year 2026 revenue guidance. |
| Jun 9, 2026 | other | Palantir held its 2026 annual meeting of stockholders, electing directors and ratifying its independent auditor. |
| May 4, 2026 | earnings | Palantir Technologies Inc. filed an 8-K regarding its financial results. |
| Aug 3, 2026 | Guidance: adjusted_free_cash_flow | 4500.00 to 4700.00 |
| Aug 3, 2026 | Guidance: adjusted_income_from_operations | 1292.00 to 1296.00 |
| Aug 3, 2026 | Guidance: adjusted_income_from_operations | 4889.00 to 4897.00 |
| Aug 4, 2026 | mda_quarterly | Palantir reported significant financial growth for the three months ended June 30, 2026, with revenue reaching $1.9 billion, a 93% increase year-over-year. This performance was driven by strong adoption of its core software platforms: Gotham, Foundry, Apollo, and the Artificial Intelligence Platform (AIP). AIP, which integrates generative AI and large language models into existing workflows, remains a key growth catalyst. The company maintains a balanced customer base, with 52% of revenue from government agencies and 48% from commercial enterprises. U.S. operations are a primary driver, accounting for 80% of total revenue and growing 99% over the trailing twelve months. Profitability metrics improved substantially, with gross margin rising to 85% and adjusted income from operations reaching $1.2 billion for the quarter. Palantir’s liquidity position is robust, with $9.2 billion in cash, cash equivalents, and U.S. Treasury securities. While the company faces macroeconomic risks—including geopolitical tensions and foreign currency fluctuations—management does not currently expect these to have a material impact on operations. The company continues to prioritize scaling its platforms through bootcamps and pilots, focusing on expanding relationships with existing customers, as evidenced by a 67% increase in average revenue from its top twenty accounts. |
| May 5, 2026 | mda_quarterly | Palantir 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. |
Source: SEC EDGAR filing text and events; period Aug 3, 2026; filed Aug 3, 2026.
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