Earnings summaries and quarterly performance for Palantir Technologies.
Executive leadership at Palantir Technologies.
Alexander Karp
Detailed
Chief Executive Officer
CEO
DG
David Glazer
Detailed
Chief Financial Officer and Treasurer
JB
Jeffrey Buckley
Detailed
Chief Accounting Officer
RT
Ryan Taylor
Detailed
Chief Revenue Officer and Chief Legal Officer
SS
Shyam Sankar
Detailed
Chief Technology Officer and Executive Vice President
SC
Stephen Cohen
Detailed
President and Secretary
Board of directors at Palantir Technologies.
Research analysts who have asked questions during Palantir Technologies earnings calls.
Recent press releases and 8-K filings for PLTR.
ReelTime Media’s RI Platform Outperforms Centralized AI Leaders in Under 8 Months
PLTR
Product Launch
New Projects/Investments
- Reel Intelligence (RI) was launched in 2025 and became fully operational within eight months, delivering cinema-quality video, photorealistic imagery, original audio, advanced research, and code generation in a single platform.
- The platform’s distributed, chip-agnostic architecture eliminates reliance on proprietary data centers and specific GPU suppliers, driving lower capital and operating costs versus centralized AI incumbents.
- RI enables declining marginal costs with scale and continuous self-learning improvements without costly retraining cycles, while unifying video, image, audio, research, and code capabilities.
- Supports virtually all modern and historical languages, allowing global deployment without infrastructure rebuilds or language-based constraints.
7 days ago
Palantir shares rise after Truist coverage and reported Maduro link
PLTR
Earnings
Revenue Acceleration/Inflection
- Truist Securities initiated coverage of Palantir with a buy rating and a $223 price target, calling it a “best-in-class AI asset”.
- Shares gained on this call and on unconfirmed social-media speculation linking Palantir to the U.S. capture of Venezuela’s Nicolás Maduro.
- In Q3 2025, Palantir reported EPS of $0.21 (vs. $0.17 estimate) and $1.18 billion in revenue, up 62.8% year-over-year, with U.S. commercial revenue growth of ~121%.
- Despite strong growth and profitability—including a 40%+ free cash flow margin and 12 consecutive quarters of positive GAAP EPS—the stock trades at ~70x forward P/S and a P/E above 390 amid significant insider selling.
7 days ago
Palantir stock surges as retail investors pour in $8B
PLTR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Palantir’s stock jumped 150–157% in 2025, driven by retail investors purchasing nearly $8 billion of shares, ranking it the fifth-most purchased security of the year.
- Q3 2025 results showed U.S. commercial revenue up 121% to $397 million and government revenue up 55% to $486 million year-over-year.
- In November, the company reported EPS of $0.21 vs. $0.17 expected, raised its Q4 revenue outlook by 12% above consensus and projected 300 bps of operating margin improvement.
- Bank of America analysts noted strengthened confidence after recent meetings, citing robust commercial backlog growth and shorter contract durations.
Dec 25, 2025, 1:07 PM
Palantir renews three-year intelligence contract with France’s DGSI
PLTR
New Projects/Investments
- Palantir renewed its three-year contract with France’s DGSI, extending a nearly decade-long partnership and supporting national security operations including the 2024 Olympic and Paralympic Games.
- The deal covers continued use of Palantir’s software platform, plus integration, maintenance, and operational assistance by a France-based team to meet local legal and data governance requirements.
- The renewal highlights Palantir’s strategic role as a trusted AI and data platform provider in European defense amid concerns over foreign technology dependency.
- Palantir shares opened at $183.57, down about 2.1% on December 16, 2025, reflecting market skepticism over AI valuations.
- The company also partnered with the U.S. Navy under the ShipOS program to deploy its Foundry and AI platform in shipbuilding operations, with up to $448 million approved for AI adoption in the Maritime Industrial Base.
Dec 15, 2025, 8:16 AM
Palantir renews DGSI contract
PLTR
New Projects/Investments
- Palantir Technologies Inc. announced a three-year renewal of its contract with France’s domestic intelligence agency DGSI, extending a partnership that dates back to 2016.
- The agreement covers the supply of Palantir’s proprietary software platform along with integration, support, and assistance services for deployment and operational use.
- The renewal aligns with France’s strategic push for technological autonomy and reinforces Palantir’s role in national security, including support provided during the 2024 Olympic and Paralympic Games.
- CEO Alex Karp highlighted that the contract reaffirms Palantir’s commitment to serving French national security interests.
Dec 15, 2025, 8:00 AM
Palantir sues Percepta CEO over employee poaching and trade secret theft
PLTR
Legal Proceedings
Hiring
- Palantir has expanded its lawsuit to include Percepta AI CEO and co-founder Hirsh Jain, alongside former execs Radha Jain and Joanna Cohen, alleging violation of non-solicitation agreements by poaching employees and misappropriating trade secrets.
- The suit claims these individuals recruited at least 10 former Palantir employees and unlawfully leveraged Palantir’s “crown jewels,” including source code, customer workflows, and proprietary engagement strategies, to launch Percepta.
- Palantir notes Hirsh Jain resigned in August 2024 before spearheading the recruitment drive; Joanna Cohen and Radha Jain deny the allegations and have ceased work at Percepta during the ongoing legal proceedings.
Dec 11, 2025, 4:34 PM
Palantir partners with U.S. Navy on ShipOS initiative
PLTR
New Projects/Investments
- Palantir will deploy its Foundry and Artificial Intelligence Platform (AIP) across the Maritime Industrial Base under the ShipOS program to modernize Navy shipbuilding operations.
- The initiative authorizes up to $448 million to accelerate AI and autonomy technologies throughout the shipbuilding supply chain.
- Pilot deployments cut submarine schedule planning from 160 manual hours to under 10 minutes at General Dynamics Electric Boat and reduced material review times from weeks to under one hour at Portsmouth Naval Shipyard.
- ShipOS will initially roll out across two major shipbuilders, three public shipyards, and 100 suppliers, starting with the Submarine Industrial Base and expanding systematically thereafter.
Dec 10, 2025, 11:59 AM
Palantir wins $448M Navy contract for AI-driven maintenance
PLTR
New Projects/Investments
- The U.S. Navy awarded Palantir a $448 million contract to deploy its AI-driven ShipOS platform, modernizing submarine fleet maintenance and logistics.
- The two-year initial award, managed by Naval Sea Systems Command under the Maritime Industrial Base program, involves collaboration with four public and two private shipyards.
- Early pilots at General Dynamics Electric Boat and Portsmouth Naval Shipyard cut schedule-planning time from 160 hours to under 10 minutes and material review delays from weeks to under an hour.
- ShipOS leverages battlefield-tested AI to predict supply-chain and maintenance issues 60 to 180 days in advance, with potential expansion to other naval assets.
Dec 9, 2025, 10:30 PM
Palantir launches Aither joint venture with Dubai Holding
PLTR
New Projects/Investments
- Palantir and Dubai Holding announced the creation of Aither, Palantir’s first joint venture in the UAE, to lead AI-powered transformation across Dubai’s public and private sectors.
- Aither combines Palantir’s AI platforms with Dubai Holding’s local expertise to institutionalize enterprise AI excellence and accelerate digital transformation in strategic sectors including real estate, hospitality, finance, and infrastructure.
- The venture formalizes 18 months of operational collaboration since early 2024, delivering measurable efficiencies across brands such as Nakheel, Meraas, and Jumeirah.
- Aither will support the Dubai Economic Agenda D33’s goal of generating AED 100 billion annually through digital initiatives and will localize Palantir’s technologies by developing national talent and governance frameworks.
Nov 4, 2025, 11:59 AM
Palantir launches Aither joint venture to scale AI in UAE
PLTR
New Projects/Investments
- Palantir and Dubai Holding form Aither to accelerate AI adoption across Dubai’s public and private sectors, marking Palantir’s first joint venture in the UAE.
- Aither will serve as a national platform aligned with the Dubai Economic Agenda (D33) to drive digital transformation, enhance decision-making, and unlock operational efficiencies.
- Early projects have delivered measurable improvements for Dubai Holding brands such as Nakheel, Meraas, and Jumeirah by boosting data visibility and efficiency.
- The venture emphasizes developing local AI talent and establishing governance frameworks to ensure responsible deployment and economic impact.
Nov 4, 2025, 10:38 AM
Quarterly earnings call transcripts for Palantir Technologies.
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