Product matrix3
AI-assisted product illustrations · Product information on detail pages
2026 Q2 · 2026-06-30
Financial visuals and sources
Revenue, profit, cash measures and issuer outlook are presented separately. Subsequent events and unresolved scope differences are identified in the report.
Read full visuals, data and sources (Chinese) ↗Visual research edition · integrated September 13, 2026. Each source retains its reporting period and review date. Not investment advice.
Latest quarterly results
2026 Q2
Period ended
Commercial growth and expanding operating margins
Government and commercial revenue are growing. Stock-based compensation remains a material adjustment; contract value is not recognized revenue.
Revenue YoY +92.8%Calculated from comparable revenue
Consolidated net income is split between common shareholders and non-controlling interests. These are distinct measures. Chart labels are in Chinese; values below are in USD billions.
Income statement details
- Revenue
- 1.935USD bn
- Cost of revenues
- -0.297USD bn
- Revenue less cost of revenue
- 1.639USD bn
- Operating expenses
- -0.727USD bn
- Operating profit / loss
- 0.912USD bn
- Other net income
- 0.169USD bn
- Pretax income
- 1.081USD bn
- Income tax
- -0.015USD bn
- Consolidated net income
- 1.066USD bn
Quarterly report archive · 1
- 2026 Q2 ↗ · Currently covered
Deep Research2
Access shown per item- 2026.06.24📄 Member memo
Palantir: Can Growth Outrun a 30x Sales Price?
Institutional deep-dive memo: The hardest AI software fundamentals (85% revenue growth) vs. a 30x sales multiple that already prices in years of perfection. Full breakdown — members only.
Read memo→ - 2026.06.24📊 Public notes · member file
Palantir (PLTR) Financial Model: Assumptions, Forecasts & DCF Valuation
Palantir (PLTR) downloadable financial model: core assumptions, financial projections, DCF/scenario-based target prices — a quantitative modeling framework for subscribers to download and build upon.
Open model→
Coverage Timeline4
Following since 2025.08- 20262026.06.247 min
Palantir: Revenue +85%, Stock –26% — What's Left at 30x Sales?
The fundamentals are the strongest in AI software, but the price already discounts years of flawless execution — unpacking the gap with data.
- 2026.04.118 min
Palantir's Ontology: Is It the Real Moat in the AI Operating System?
Using Palantir as a lens, we dissect the moat logic of the "enterprise AI operating system" category: how Ontology turns a client's operational reality into unbreakable lock-in, how AI shifts from an analytical tool to an operational layer, and why this deeply moated company is also the starkest example of "a great company that might be a terrible investment."
- 2026.02.044 min
Palantir's Rule of 120: How Ontology Forges a Trillion-Dollar AI OS
On February 2, 2026, Palantir (PLTR) reported Q4 and full-year 2025 earnings that shattered Wall Street expectations. With exponential growth in core metrics, the company has officially moved beyond the AI concept phase into a high-speed monetization model. CEO Alex Karp called it a landmark moment, as Palantir defines the new standard for scaling AI in the enterprise.
- 20252025.08.062 min
Palantir's AI Boom: Revenue Hits $1B, Stock Soars to Record
On Monday, August 4, after the US market close, Palantir (PLTR) reported Q2 2025 earnings, crossing the $1 billion quarterly revenue milestone for the first time. Results beat Wall Street expectations, driven by strong AI platform demand, especially from US commercial and government segments. The stock surged ~9% in after-hours trading to an all-time high.
