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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.
- Palantir will integrate Tomorrow.io’s proprietary satellite data and AI-driven forecasts into its platforms for automated weather decision-making across defense, government, aviation, supply chain, and infrastructure sectors.
- Tomorrow.io joins Palantir’s FedStart program to expedite FedRAMP and IL compliance, granting access to millions of federal employees.
- The collaboration targets converting a $38 trillion annual economic output risk from weather into an operational advantage with hyper-local accuracy and without human intervention.
- S&P 500 and Nasdaq closed June at all-time record highs, driven by gains in AI-linked large caps amid a narrow leadership profile.
- Palantir shares jumped 80% in H1 2025, ranking among the top performers alongside Super Micro Computer and NRG Energy.
- US-China trade talks are unlikely to produce a comprehensive agreement; both sides hold leverage through tariffs and export controls, pointing to only incremental adjustments around current rates (China ~10%, US ~55%).
- Circle shares surged nearly 500% above their $31 IPO price following Senate passage of the GENIUS Act, though valuation concerns and upcoming earnings and regulatory catalysts may trigger a “buy the rumor, sell the news” reaction.
- Palantir and Accenture Federal Services have established a strategic partnership to deliver AI-powered solutions to the U.S. federal government, with Accenture named a preferred implementation partner for Palantir’s platforms.
- Accenture will train and certify 1,000 federal-focused employees on Palantir’s Foundry and AI platforms to build joint delivery capabilities.
- The collaboration initially targets three key offerings: Enterprise-to-Edge Data Fusion, Predictive Supply Chain Orchestration, and Operationalizing Financial Intelligence.
- The announcement boosted Palantir’s shares by over 4% and Accenture’s by nearly 1%, reflecting positive market reception.
- Year-to-date, Palantir shares have grown over 80%, while Accenture shares are down about 15%, driven by expanding federal contracts for Palantir.
- Backlog of over $750 million entering fiscal year 2026.
- Revenue guidance set at $1.9–2.0 billion for fiscal 2026.
- Delivered >40 % year-over-year top-line growth in Q4 with strong profitability.
- Positioned for US national security and allied strategic priorities.
- Global healthcare systems are increasingly deploying AI to improve diagnostics, drug discovery, and workflow efficiency, with firms like Avant, Eli Lilly, Palantir, Philips, and Waystar leading rollouts.
- Palantir has formed a strategic partnership with TeleTracking, integrating its Foundry and AIP platforms with Operations IQ to deliver near real-time situational awareness, optimize staffing, capacity, and patient flow, and reduce caregiver burden.
- Palantir’s stock has encroached on a record high, reflecting investor demand amid heightened geopolitical risk.
- The company’s defense-adjacent software services are initial beneficiaries of increased government spending following US strikes on Iran’s nuclear sites.
- Collaboration between legacy defense primes and private tech firms, including Palantir, is expanding to bolster national security capabilities.
- Palantir Technologies Inc. announced a strategic partnership with Divergent Technologies to integrate its advanced manufacturing system, DAPS, into Palantir’s Warp Speed platform for enhanced defense and commercial applications.
- The collaboration enables on-demand access to digitally manufactured parts, allowing customers to address supply chain vulnerabilities and improve production efficiency.
- 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.