PLTR $160.69 +3.68%

PLTR · Palantir Technologies Inc.

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$160.69 +5.70 (+3.68%) Play latest call Q2 2026 earnings call transcript

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Market Cap

$389.12B

2.41B

Volume · Nov 6 24.34M Avg daily vol (3M) 28.24M

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Earnings call · FY2026 Q1

Palantir Technologies Inc. (PLTR) Q1 2026 Earnings Call

Concluded May 4, 2026

May 4, 2026

Period: FY2026 Q1
Runtime: —
Sources: 3 artifacts

Revenue $1.63B +84.7% YoY

Diluted EPS $0.34 +325% YoY

Gross margin 86.8% +6.4 pp YoY

Net income $870.53M +306.7% YoY

Open full screen Slides 36 8-K 10-Q

Executive readout · one minute

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Revenue Growth & Financial Performance 40 AIP Platform Dominance 33 Competitive Positioning vs. AI Labs 24 Ontology & AI Architecture 17 U.S. Government / Defense 9 Civilian Government Contracts 6

Management tone

Confident

Net tone +92 · low hedging

Grounding quotes

“We achieved 85% year-over-year revenue growth, our highest overall revenue growth rate as a public company, and 16% sequential growth.”
“Our U.S. business, now 79% of total revenue, surpassed 100% year-over-year growth for the first time since our DPO, growing 104% year-over-year and 19% sequentially.”
“Our Rule of 40 score climbed to 145, up from 127 last quarter, on absolute AIP dominance.”
“Believe your non-lying eyes.”

Forward guidance

4 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

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Research materials

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Presentation 36 pages 8-K earnings release Filed May 4, 2026 10-Q report Filed May 5, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed May 4, 2026.

Metric	Period	Guided	Basis
Revenue Raised full year 2026	full year 2026	$7.65B – $7.66B	—
U.S. commercial revenue full year 2026	full year 2026	at least $3.22B	—
Adjusted income from operations Raised full year 2026	full year 2026	$4.44B – $4.45B	Non-GAAP
Adjusted free cash flow Raised full year 2026	full year 2026	$4.2B – $4.4B	Non-GAAP

Quarter detail

How the reported period landed and where the business moved.

Result vs. guidance

Revenue Above

Revenue · segments

Government Operating Segment$858.41M +76.3% YoY

Commercial Operating Segment$774.17M +95.1% YoY

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