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.
Palantir receives DISA IL5/IL6 authorization for on-premises and edge deployments
PLTR
Product Launch
- Palantir’s PFCS Forward has received DISA authorization, extending existing Impact Level 5 (IL5) and Impact Level 6 (IL6) Provisional Authorizations to on-premises and edge deployments.
- The authorization covers Palantir’s platforms—including Apollo, Gotham, Foundry, AIP—and infrastructure like Rubix, enabling hardware-agnostic deployments from enterprise data centers to the tactical edge.
- Under its “authorize once, use many” model, PFCS Forward provides a Provisional Authorization package that reduces time to Authorization to Operate by eliminating site-specific implementation, documentation, and security assessments.
- Palantir FedStart and Mission Manager partners can now deploy on-premises and edge solutions alongside cloud, accelerating multivendor architectures for mission-critical workloads.
13 hours ago
Palantir extends partnership with Airbus
PLTR
- Palantir and Airbus have signed a multi-year extension to their 10-year collaboration, ensuring continued use of Palantir’s Skywise data platform for civil aviation analytics.
- Skywise supports aircraft design, production efficiency, safety, and sustainability by integrating technical and operational flight data in a unified environment.
- The renewed agreement provides Airbus and its customers with scalable, secure technology, enabling migration to sovereign cloud environments and adaptability to regulatory requirements.
- Since 2015, Palantir’s France team has developed Skywise for planning, supply chain, operations, and production workflows, now serving over 50,000 daily users.
1 day ago
Palantir renews strategic collaboration with Airbus
PLTR
New Projects/Investments
- Palantir and Airbus have signed a multi-year extension of their partnership to support Skywise, Airbus’s open data platform for civil aviation, continuing a relationship of over a decade.
- Skywise drives improvements in aircraft design, operational efficiency, safety and sustainability by integrating technical and flight-operations data into an advanced analytics environment.
- The agreement includes seamless migration to sovereign cloud environments, ensuring compliance with evolving regulatory and operational requirements.
- Since 2015, Palantir’s French team has expanded Skywise to serve 50,000 daily users across airline operations, supply-chain management and aircraft production.
- The renewed partnership will deliver secure, scalable AI capabilities—including multiple LLMs—to enhance manufacturing, maintenance and flight-operations performance.
1 day ago
Palantir extends Skywise partnership with Airbus
PLTR
New Projects/Investments
- Palantir and Airbus agreed to a multi-year extension of their collaboration on the Skywise civil aviation data platform, reinforcing a partnership that began in 2015.
- The Skywise platform, used by 50,000+ daily users, drives efficiency, safety, and sustainability across Airbus’s aircraft design, production, and airline operations.
- The renewed contract ensures continued access to Palantir’s AI-enabled capabilities—including multiple LLMs—to optimize manufacturing, supply chain management, maintenance, and flight operations.
- In line with Airbus’s requirements, the deal facilitates seamless migration to sovereign cloud environments, addressing evolving regulatory and operational needs.
2 days ago
Palantir partner Foxtrot posts 9.1x growth and secures Series A funding
PLTR
Revenue Acceleration/Inflection
New Projects/Investments
- Foxtrot achieved 9.1x year-over-year revenue growth while remaining profitable and bootstrapped.
- Closed a Series A round led by Spicewood Ventures with participation from Scare the Bear Capital to expand delivery capacity.
- Scaled its team and customer base 4x over the past year, serving clients in healthcare, manufacturing, fintech, insurance, and federal sectors.
- Positions itself as a leader in closing the last mile gap in enterprise AI by delivering governed, operator-trusted workflows on Palantir Foundry.
2 days ago
Palantir reports Q4 2025 earnings with robust growth
PLTR
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Total revenue grew 70% year-over-year and 19% quarter-over-quarter to $1.41 billion in Q4 2025.
- US revenue rose 93% Y/Y to $1.08 billion, driven by 137% growth in US commercial ($507 million) and 66% growth in US government ($570 million).
- Adjusted free cash flow was $791 million (56% margin) and adjusted operating income was $798 million (57% margin).
- Rule of 40 score reached 127%, reflecting strong combined growth and profitability.
- Guidance for Q1 2026: revenue of $1.532–1.536 billion and adjusted operating income of $870–874 million; full-year 2026 revenue expected at $7.182–7.198 billion with adjusted free cash flow of $3.925–4.125 billion.
Feb 2, 2026, 10:00 PM
Palantir reports Q4 2025 results
PLTR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- $1.407 billion revenue in Q4 2025, up 70% year-over-year and 19% sequentially; full-year 2025 revenue of $4.475 billion (+56% YoY)
- Q4 adjusted operating income of $798 million (57% margin) and full-year adjusted operating income of $2.254 billion (50% margin)
- Record fourth-quarter total contract value bookings of $4.3 billion (+138% YoY) and customer count of 954 (+34% YoY)
- 2026 guidance: full-year revenue of $7.19 billion at midpoint (61% YoY growth), adjusted operating income of $4.13 billion, targeting a Rule of 40 score of 118%
Feb 2, 2026, 10:00 PM
Palantir reports Q4 2025 results
PLTR
Earnings
Guidance Update
- In Q4, revenue rose 70% year-over-year to $1.407 B (19% sequentially); full-year 2025 revenue reached $4.475 B, up 56% yoy.
- U.S. revenue increased 93% yoy to $1.076 B, with U.S. commercial revenue up 137% to $507 M and U.S. government revenue up 66% to $570 M in Q4.
- Q4 adjusted operating income was $798 M (57% margin); full-year adjusted operating income was $2.254 B (50% margin).
- Total contract value bookings hit a record $4.3 B (up 138% yoy); Q4 Rule of 40 score reached 127; FY2026 revenue guidance is $7.19 B (61% growth).
Feb 2, 2026, 10:00 PM
Palantir reports Q4 2025 results
PLTR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- In Q4 2025, revenue rose 70% YoY to $1.407 billion (FY 2025 revenue $4.475 billion, +56% YoY), driven by a 93% YoY increase in U.S. revenue to $1.076 billion.
- Q4 adjusted operating income was $798 million (57% margin) and adjusted free cash flow was $791 million (56% margin); FY 2025 adjusted operating income was $2.254 billion (50% margin) and free cash flow $2.27 billion (51% margin).
- Closed a record $4.3 billion in total contract value bookings in Q4, up 138% YoY, with net dollar retention of 139% and customer count rising 34% to 954.
- FY 2026 guidance: revenue of $7.182–$7.198 billion (~61% growth), adjusted operating income of $4.126–$4.142 billion, and adjusted free cash flow of $3.925–$4.125 billion.
Feb 2, 2026, 10:00 PM
Palantir reports Q4 2025 results and issues FY 2026 guidance
PLTR
Earnings
Guidance Update
- Q4 2025 revenue was $1.407 billion, a 70% Y/Y increase; FY 2025 revenue reached $4.475 billion, up 56% Y/Y
- U.S. revenue in Q4 jumped 93% Y/Y to $1.076 billion, with U.S. commercial revenue up 137% Y/Y to $507 million
- Q4 GAAP operating income was $575 million (41% margin), and adjusted operating income was $798 million (57% margin)
- Operating cash flow for Q4 was $777 million (55% margin), and total contract value hit a record $4.262 billion, up 138% Y/Y
- FY 2026 guidance includes revenue of $7.182–7.198 billion (61% growth) and U.S. commercial revenue above $3.144 billion (115% growth)
Feb 2, 2026, 9:06 PM
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