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Palantir Technologies Inc. builds software platforms that empower organizations to integrate their data, decisions, and operations at scale. The company offers four principal software platforms: Palantir Gotham, Palantir Foundry, Palantir Apollo, and Palantir Artificial Intelligence Platform (AIP) . Palantir's revenue is generated from contracts with customers who pay to use these software platforms, with contract terms typically ranging from one to five years . The company operates in two segments: commercial and government, with significant contributions from both sectors .
- Palantir Gotham - Used by defense agencies and the intelligence community for data integration and analysis.
- Palantir Foundry - Serves as a central operating system for various industries, enabling data-driven decision-making.
- Palantir Apollo - A cloud-agnostic platform that ensures continuous operation of critical systems by coordinating updates and configurations.
- Palantir Artificial Intelligence Platform (AIP) - Leverages machine learning technologies and large language models to enhance data connectivity and decision-making processes within enterprises.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Alexander Karp ExecutiveBoard | CEO | None | Co-founder of Palantir, instrumental in its growth and strategic direction, led the company through its direct listing and first profitable quarter. | View Report → |
Stephen Cohen ExecutiveBoard | President, Secretary, and Director | None | Co-founder of Palantir, key in its development as a leading data analytics company, holds a B.S. in Computer Science from Stanford. | |
David Glazer Executive | CFO and Treasurer | None | Joined Palantir in 2013, instrumental in financial operations, holds a B.A. from Santa Clara University and a J.D. from Emory University. | View Report → |
Ryan Taylor Executive | CRO and CLO | None | Joined Palantir in 2010, previously Chief Legal and Business Affairs Officer, holds degrees from Stanford and Harvard. | |
Shyam Sankar Executive | CTO and Executive Vice President | None | Joined Palantir in 2006, previously COO, holds degrees from Cornell and Stanford, significant contributions to technology leadership. | |
Eric Woersching Board | Director | Private Consultant for early-stage software companies | Director since 2022, financial expertise, former VP at EasyPost, former General Partner at Initialized Capital, holds degrees from Stanford, CFA. | |
Lauren Friedman Stat Board | Director | Board member at The Lorelton, Tree3, Valkyrie; Fractional CAO and Advisor at Friendly Force; CEO of Figa Jewelry | Director since 2021, holds a B.S. from Stanford, involved in various leadership roles outside Palantir. | |
Peter Thiel Board | Chairman of the Board | President of Thiel Capital, Partner at Founders Fund | Co-founder of Palantir, instrumental in strategic direction, significant roles in venture capital. |
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With your U.S. business growing at 44% and maintaining a Rule of 68, which you state is among the best, why not consider lowering margins to expand your client base and accelerate growth even further, especially when focusing on a smaller number of dominating partners may limit overall market penetration?
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Despite a 13% year-over-year growth, international government revenue declined 5% sequentially; what factors contributed to this decline, and what strategies are you implementing to address challenges in the international government segment?
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Given that revenue from strategic commercial contracts is expected to decline to between $6 million and $7.5 million in Q4 2024 from $20 million in Q4 2023, how significant is the impact on overall revenue, and what measures are you taking to mitigate this anticipated reduction?
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With adjusted expenses increasing by 6% sequentially and 14% year-over-year due to investments in AIP and technical talent, how do you balance the need for continued investment in AI capabilities with maintaining profitability and operating margins?
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As you focus on a smaller number of the world's best partners dominating with your product, rather than expanding to a larger client base, how do you mitigate risks associated with revenue concentration, especially if one of these key clients reduces their spending or switches to a competitor?
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Customer I | Significant accounts receivable concentration | N/A | 26% of total A/R as of 12/31/2024 ; 15% of total A/R as of 12/31/2023. No revenue concentration reported. |
Recent press releases and 8-K filings for PLTR.
- Q1 2025 revenue reached $884M with 39% YoY growth, including U.S. revenue of $628M growing 55% YoY and 71% commercial growth .
- Raised full-year 2025 revenue guidance to between $3.89B and $3.902B, with U.S. commercial revenue now guided at over $1.178B .
- U.S. segment performance was robust: government revenue increased 45% YoY to $373M, while the commercial segment contributed $255M and delivered a record U.S. commercial TCV of $810M .
- Profitability improved with GAAP net income of $214M and the Rule of 40 score climbing to 83% (from 81), alongside adjusted operating income of $391M (44% margin), adjusted free cash flow of $370M (42% margin), and adjusted EPS of $0.13 .
- Palantir and Databricks announced a strategic partnership to combine Palantir’s AI Platform with Databricks’ Data Intelligence Platform, aiming to accelerate AI applications and reduce total cost of ownership.
- The integration leverages Palantir’s Ontology System alongside Databricks’ Unity Catalog and Delta Sharing to deliver a secure, scalable data architecture for enterprise customers.
- The collaboration has already enabled mission-critical outcomes for both public and private sector clients, including government agencies and major enterprises like bp, enhancing operational efficiency and AI adoption.