Verified notes / PLTR
Palantir Technologies Inc. (PLTR): verified earnings note
Written by an AI model from SEC filings, then every claim is checked by plain code: numbers against XBRL data, quotes against the press-release text. Failed claims are shown, never hidden or fixed. See the numbers →
✓ verified⚠ mismatch (real value shown) ◦ sourced, not machine-verifiable✗ nothing checkable
Numeric claims verified
15/15
⚠ Mismatches
1
◦ Sourced (qualitative)
4
✗ Unsupported
1
FY2026 Q3 (CY2026 Q3, ended 2026-09-30) · press release: 8-K 0001321655-26-000045 · 10-Q/10-K · models: claude-sonnet-5-5 (writing), claude-haiku-5-5 (paragraph selection) · generated 2026-11-04
What happened
✓Palantir reported third-quarter revenue of $2.313 billion.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q3 (ended 2026-09-30) = $2.31B · filing 0001321655-26-000048Structured claim: metric
revenue, period FY2026 Q3,
value 2.313 usd_billions, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓GAAP operating income was $1.085 billion.
verified · source
XBRL
OperatingIncomeLoss · FY2026 Q3 (ended 2026-09-30) = $1.08B · filing 0001321655-26-000048Structured claim: metric
operating_income, period FY2026 Q3,
value 1.085 usd_billions, cites xbrl:OperatingIncomeLoss✓GAAP operating margin was 46.9%.
verified · source
XBRL
OperatingIncomeLoss · FY2026 Q3 (ended 2026-09-30) = $1.08B · filing 0001321655-26-000048XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q3 (ended 2026-09-30) = $2.31B · filing 0001321655-26-000048Recomputed as operating_income / revenue × 100 = 46.89%
Structured claim: metric
operating_margin, period FY2026 Q3,
value 46.9 percent, cites xbrl:OperatingIncomeLoss✓Net income attributable to common stockholders was $1.128 billion.
verified · source
XBRL
NetIncomeLoss · FY2026 Q3 (ended 2026-09-30) = $1.13B · filing 0001321655-26-000048Structured claim: metric
net_income, period FY2026 Q3,
value 1.128 usd_billions, cites xbrl:NetIncomeLoss✓Diluted EPS was $0.44.
verified · source
XBRL
EarningsPerShareDiluted · FY2026 Q3 (ended 2026-09-30) = $0.44 · filing 0001321655-26-000048Structured claim: metric
eps_diluted, period FY2026 Q3,
value 0.44 usd_per_share, cites xbrl:EarningsPerShareDiluted✓Free cash flow was $1.197 billion.
verified · source
XBRL
(derived) · FY2026 Q3 (ended 2026-09-30) = $1.20B · derived: operating cash flow − capex · filing 0001321655-26-000048Structured claim: metric
free_cash_flow, period FY2026 Q3,
value 1.197 usd_billions, cites xbrl:(derived)What changed vs last quarter / last year
✓Revenue was up 95.9% year over year.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q3 (ended 2026-09-30) = $2.31B · filing 0001321655-26-000048XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q3 (ended 2025-09-30) = $1.18B · filing 0001321655-26-000048Recomputed as (FY2026 Q3 / FY2025 Q3 − 1) × 100 = 95.87%
Structured claim: metric
revenue_yoy, period FY2026 Q3,
value 95.9 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Revenue grew 19.5% sequentially.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q3 (ended 2026-09-30) = $2.31B · filing 0001321655-26-000048XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q2 (ended 2026-06-30) = $1.94B · filing 0001321655-26-000041Recomputed as (FY2026 Q3 / FY2026 Q2 − 1) × 100 = 19.53%
Structured claim: metric
revenue_qoq, period FY2026 Q3,
value 19.5 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓GAAP operating income rose 175.9% year over year.
verified · source
XBRL
OperatingIncomeLoss · FY2026 Q3 (ended 2026-09-30) = $1.08B · filing 0001321655-26-000048XBRL
OperatingIncomeLoss · FY2025 Q3 (ended 2025-09-30) = $393.3M · filing 0001321655-26-000048Recomputed as (FY2026 Q3 / FY2025 Q3 − 1) × 100 = 175.86%
Structured claim: metric
operating_income_yoy, period FY2026 Q3,
value 175.9 percent, cites xbrl:OperatingIncomeLoss✓Remaining performance obligations were up 88.5% year over year.
verified · source
XBRL
RevenueRemainingPerformanceObligation · FY2026 Q3 (ended 2026-09-30) = $4.90B · filing 0001321655-26-000048XBRL
RevenueRemainingPerformanceObligation · FY2025 Q3 (ended 2025-09-30) = $2.60B · filing 0001321655-25-000131Recomputed as (FY2026 Q3 / FY2025 Q3 − 1) × 100 = 88.46%
Structured claim: metric
rpo_yoy, period FY2026 Q3,
value 88.5 percent, cites xbrl:RevenueRemainingPerformanceObligation✓Stock-based compensation increased 85.1% year over year.
verified · source
XBRL
ShareBasedCompensation · FY2026 Q3 (ended 2026-09-30) = $318.9M · derived: 9M YTD − 6M YTD · filing 0001321655-26-000048XBRL
ShareBasedCompensation · FY2025 Q3 (ended 2025-09-30) = $172.3M · derived: 9M YTD − 6M YTD · filing 0001321655-26-000048Recomputed as (FY2026 Q3 / FY2025 Q3 − 1) × 100 = 85.06%
Structured claim: metric
sbc_yoy, period FY2026 Q3,
value 85.1 percent, cites xbrl:ShareBasedCompensation✓U.S. commercial revenue grew 148% year over year to $984 million.
verified · source
Press release P12:
◦U.S. commercial revenue grew 148% year-over-year and 29% quarter-over-quarter to $984 million
Structured claim: metric
other, period FY2026 Q3,
value 148 percent, cites press_release:P12Management's explanation and guidance
⚠The CEO highlighted that U.S. commercial revenue passed U.S. government revenue for the first time.
mismatch · source
Why: the sentence paraphrases instead of containing the quoted words
Press release P7:
"Witness our third quarter results: overall revenue soared 96% year-over-year, U.S. commercial revenue grew 148% year-over-year and 29% sequentially, and aggregate U.S. revenue grew 119% year-over-year. Our U.S. commercial revenue has surpassed our U.S. government revenue for the first time in our company's history.
Structured claim: metric
—, period —,
value Our U.S. commercial revenue has surpassed our U.S. government revenue for the first time in our company's history. , cites press_release:P7✓Management guides Q4 revenue of $2.649 billion at the low end of its range.
verified · source
Press release P33:
•Revenue of between $2.649 - $2.653 billion.
Structured claim: metric
other, period FY2026 Q4,
value 2.649 usd_billions, cites press_release:P33✓Management raised full-year revenue guidance to a low end of $8.530 billion.
verified · source
Press release P36:
•We are raising our revenue guidance to between $8.530 - $8.534 billion.
Structured claim: metric
other, period FY2026,
value 8.530 usd_billions, cites press_release:P36✓Management guides Q4 adjusted income from operations of $1.640 billion at the low end of its range.
verified · source
Press release P34:
•Adjusted income from operations of between $1.640 - $1.644 billion.
Structured claim: metric
other, period FY2026 Q4,
value 1.640 usd_billions, cites press_release:P34◦Management continues to expect GAAP operating income and net income in each quarter of the year.
sourced, not machine-verifiable · source
Press release P40:
•And we continue to expect GAAP operating income and net income in each quarter of this year.
Structured claim: metric
—, period —,
value — , cites press_release:P40What to watch next quarter
◦Watch whether Q4 revenue lands in the guided $2.649 to $2.653 billion range.
sourced, not machine-verifiable · source
Press release P33:
•Revenue of between $2.649 - $2.653 billion.
Structured claim: metric
—, period —,
value — , cites press_release:P33◦Watch whether U.S. commercial revenue reaches the raised full-year guide of at least 143% growth.
sourced, not machine-verifiable · source
Press release P37:
•We are raising our U.S. commercial revenue guidance to in excess of $3.559 billion, representing a growth rate of at least 143%.
Structured claim: metric
—, period —,
value — , cites press_release:P37◦Total contract value closed grew only 6% year over year, well below revenue growth, which bears watching.
sourced, not machine-verifiable · source
Press release P17:
•Closed total contract value ("TCV") of $2.918 billion, up 6% year-over-year
Structured claim: metric
—, period —,
value — , cites press_release:P17✗Remaining performance obligations were flat sequentially at $4.9 billion, so backlog conversion is a watch item.
unsupported: nothing checkable · source
Why: numbers [4.9] in a qualitative claim are not in P19
Press release P19:
•U.S. commercial remaining deal value ("RDV") of $6.517 billion, up 79% year-over-year and 4% quarter-over-quarter
Structured claim: metric
—, period —,
value — , cites press_release:P19Numeric claims verified
16/16
⚠ Mismatches
0
◦ Sourced (qualitative)
4
✗ Unsupported
0
FY2026 Q2 (CY2026 Q2, ended 2026-06-30) · press release: 8-K 0001321655-26-000039 · 10-Q/10-K · models: claude-sonnet-5-5 (writing), claude-haiku-5-5 (paragraph selection) · generated 2026-11-04
What happened
✓Palantir reported FY2026 Q2 revenue of $1.935 billion.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q2 (ended 2026-06-30) = $1.94B · filing 0001321655-26-000041Structured claim: metric
revenue, period FY2026 Q2,
value 1.935 usd_billions, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓GAAP operating income was $912 million.
verified · source
XBRL
OperatingIncomeLoss · FY2026 Q2 (ended 2026-06-30) = $912.0M · filing 0001321655-26-000041Structured claim: metric
operating_income, period FY2026 Q2,
value 912 usd_millions, cites xbrl:OperatingIncomeLoss✓GAAP net income attributable to common stockholders was $1.062 billion.
verified · source
XBRL
NetIncomeLoss · FY2026 Q2 (ended 2026-06-30) = $1.06B · filing 0001321655-26-000041Structured claim: metric
net_income, period FY2026 Q2,
value 1.062 usd_billions, cites xbrl:NetIncomeLoss✓Diluted EPS was $0.41.
verified · source
XBRL
EarningsPerShareDiluted · FY2026 Q2 (ended 2026-06-30) = $0.41 · filing 0001321655-26-000041Structured claim: metric
eps_diluted, period FY2026 Q2,
value 0.41 usd_per_share, cites xbrl:EarningsPerShareDiluted✓Free cash flow (operating cash flow less capex) was $1.202 billion.
verified · source
XBRL
(derived) · FY2026 Q2 (ended 2026-06-30) = $1.20B · derived: operating cash flow − capex · filing 0001321655-26-000041Structured claim: metric
free_cash_flow, period FY2026 Q2,
value 1.202 usd_billions, cites xbrl:(derived)✓U.S. commercial revenue was $764 million.
verified · source
Press release P8:
◦U.S. commercial revenue grew 149% year-over-year and 28% quarter-over-quarter to $764 million
Structured claim: metric
other, period FY2026 Q2,
value 764 usd_millions, cites press_release:P8What changed vs last quarter / last year
✓Revenue grew 92.8% year over year.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q2 (ended 2026-06-30) = $1.94B · filing 0001321655-26-000041XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q2 (ended 2025-06-30) = $1.00B · filing 0001321655-26-000041Recomputed as (FY2026 Q2 / FY2025 Q2 − 1) × 100 = 92.83%
Structured claim: metric
revenue_yoy, period FY2026 Q2,
value 92.8 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Revenue rose 18.6% sequentially.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q2 (ended 2026-06-30) = $1.94B · filing 0001321655-26-000041XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q1 (ended 2026-03-31) = $1.63B · filing 0001321655-26-000028Recomputed as (FY2026 Q2 / FY2026 Q1 − 1) × 100 = 18.55%
Structured claim: metric
revenue_qoq, period FY2026 Q2,
value 18.6 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Operating income was up 238.6% year over year.
verified · source
XBRL
OperatingIncomeLoss · FY2026 Q2 (ended 2026-06-30) = $912.0M · filing 0001321655-26-000041XBRL
OperatingIncomeLoss · FY2025 Q2 (ended 2025-06-30) = $269.3M · filing 0001321655-26-000041Recomputed as (FY2026 Q2 / FY2025 Q2 − 1) × 100 = 238.64%
Structured claim: metric
operating_income_yoy, period FY2026 Q2,
value 238.6 percent, cites xbrl:OperatingIncomeLoss✓Gross margin was 84.7%.
verified · source
XBRL
GrossProfit · FY2026 Q2 (ended 2026-06-30) = $1.64B · filing 0001321655-26-000041XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q2 (ended 2026-06-30) = $1.94B · filing 0001321655-26-000041Recomputed as gross_profit / revenue × 100 = 84.66%
Structured claim: metric
gross_margin, period FY2026 Q2,
value 84.7 percent, cites xbrl:GrossProfit✓Remaining performance obligations were up 104.2% year over year.
verified · source
XBRL
RevenueRemainingPerformanceObligation · FY2026 Q2 (ended 2026-06-30) = $4.90B · filing 0001321655-26-000041XBRL
RevenueRemainingPerformanceObligation · FY2025 Q2 (ended 2025-06-30) = $2.40B · filing 0001321655-25-000106Recomputed as (FY2026 Q2 / FY2025 Q2 − 1) × 100 = 104.17%
Structured claim: metric
rpo_yoy, period FY2026 Q2,
value 104.2 percent, cites xbrl:RevenueRemainingPerformanceObligation✓Stock-based compensation rose 65.8% year over year.
verified · source
XBRL
ShareBasedCompensation · FY2026 Q2 (ended 2026-06-30) = $265.2M · derived: 6M YTD − 3M YTD · filing 0001321655-26-000041XBRL
ShareBasedCompensation · FY2025 Q2 (ended 2025-06-30) = $160.0M · derived: 6M YTD − 3M YTD · filing 0001321655-26-000041Recomputed as (FY2026 Q2 / FY2025 Q2 − 1) × 100 = 65.79%
Structured claim: metric
sbc_yoy, period FY2026 Q2,
value 65.8 percent, cites xbrl:ShareBasedCompensationManagement's explanation and guidance
✓Alex Karp described the quarter as "This quarter was otherworldly".
verified · source
Press release P5:
"Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models. This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%. The sovereign AI revolution makes us very optimistic about the future," said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.
Structured claim: metric
—, period —,
value This quarter was otherworldly , cites press_release:P5◦Management pointed to demand for sovereign AI as a driver of its optimism.
sourced, not machine-verifiable · source
Press release P5:
"Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models. This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%. The sovereign AI revolution makes us very optimistic about the future," said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.
Structured claim: metric
—, period —,
value — , cites press_release:P5✓Palantir guided Q3 2026 revenue to a low end of $2.160 billion.
verified · source
Press release P28:
•Revenue of between $2.160 - $2.164 billion.
Structured claim: metric
other, period FY2026 Q3,
value 2.160 usd_billions, cites press_release:P28✓Palantir raised full-year 2026 revenue guidance to a low end of $8.150 billion.
verified · source
Press release P31:
•We are raising our revenue guidance to between $8.150 - $8.158 billion.
Structured claim: metric
other, period FY2026 Q4,
value 8.150 usd_billions, cites press_release:P31◦The company raised its full-year adjusted free cash flow guidance to a range of $4.5 to $4.7 billion.
sourced, not machine-verifiable · source
Press release P34:
•We are raising our adjusted free cash flow guidance to between $4.5 - $4.7 billion.
Structured claim: metric
—, period —,
value — , cites press_release:P34What to watch next quarter
◦Watch whether U.S. commercial revenue continues toward the full-year guide of more than $3.424 billion.
sourced, not machine-verifiable · source
Press release P32:
•We are raising our U.S. commercial revenue guidance to in excess of $3.424 billion, representing a growth rate of at least 134%.
Structured claim: metric
—, period —,
value — , cites press_release:P32✓Q3 adjusted income from operations is guided to a low end of $1.292 billion.
verified · source
Press release P29:
•Adjusted income from operations of between $1.292 - $1.296 billion.
Structured claim: metric
other, period FY2026 Q3,
value 1.292 usd_billions, cites press_release:P29✓Track U.S. commercial remaining deal value, which was $6.238 billion at quarter end.
verified · source
Press release P14:
•U.S. commercial remaining deal value ("RDV") of $6.238 billion, up 124% year-over-year and 27% quarter-over-quarter
Structured claim: metric
other, period FY2026 Q2,
value 6.238 usd_billions, cites press_release:P14◦Management continues to expect GAAP operating income and net income in each quarter of the year.
sourced, not machine-verifiable · source
Press release P35:
•And we continue to expect GAAP operating income and net income in each quarter of this year.
Structured claim: metric
—, period —,
value — , cites press_release:P35Numeric claims verified
18/18
⚠ Mismatches
0
◦ Sourced (qualitative)
2
✗ Unsupported
0
FY2026 Q1 (CY2026 Q1, ended 2026-03-31) · press release: 8-K 0001321655-26-000026 · 10-Q/10-K · models: claude-sonnet-5-5 (writing), claude-haiku-5-5 (paragraph selection) · generated 2026-11-04
What happened
✓Palantir reported FY2026 Q1 revenue of $1.633 billion.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q1 (ended 2026-03-31) = $1.63B · filing 0001321655-26-000028Structured claim: metric
revenue, period FY2026 Q1,
value 1.633 usd_billions, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓GAAP operating income was $754 million.
verified · source
XBRL
OperatingIncomeLoss · FY2026 Q1 (ended 2026-03-31) = $754.0M · filing 0001321655-26-000028Structured claim: metric
operating_income, period FY2026 Q1,
value 754 usd_millions, cites xbrl:OperatingIncomeLoss✓GAAP net income attributable to common stockholders was $870.5 million.
verified · source
XBRL
NetIncomeLoss · FY2026 Q1 (ended 2026-03-31) = $870.5M · filing 0001321655-26-000028Structured claim: metric
net_income, period FY2026 Q1,
value 870.5 usd_millions, cites xbrl:NetIncomeLoss✓Diluted EPS was $0.34.
verified · source
XBRL
EarningsPerShareDiluted · FY2026 Q1 (ended 2026-03-31) = $0.34 · filing 0001321655-26-000028Structured claim: metric
eps_diluted, period FY2026 Q1,
value 0.34 usd_per_share, cites xbrl:EarningsPerShareDiluted✓Operating cash flow was $899 million.
verified · source
XBRL
NetCashProvidedByUsedInOperatingActivities · FY2026 Q1 (ended 2026-03-31) = $899.2M · filing 0001321655-26-000028Structured claim: metric
operating_cash_flow, period FY2026 Q1,
value 899 usd_millions, cites xbrl:NetCashProvidedByUsedInOperatingActivities✓U.S. revenue reached $1.282 billion in the quarter.
verified · source
Press release P7:
•U.S. revenue grew 104% year-over-year and 19% quarter-over-quarter to $1.282 billion
Structured claim: metric
other, period FY2026 Q1,
value 1.282 usd_billions, cites press_release:P7What changed vs last quarter / last year
✓Revenue grew 84.7% year over year.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q1 (ended 2026-03-31) = $1.63B · filing 0001321655-26-000028XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q1 (ended 2025-03-31) = $883.9M · filing 0001321655-26-000028Recomputed as (FY2026 Q1 / FY2025 Q1 − 1) × 100 = 84.71%
Structured claim: metric
revenue_yoy, period FY2026 Q1,
value 84.7 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Revenue rose 16.0% sequentially.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q1 (ended 2026-03-31) = $1.63B · filing 0001321655-26-000028XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q4 (ended 2025-12-31) = $1.41B · derived: full year − 9M YTD · filing 0001321655-26-000011Recomputed as (FY2026 Q1 / FY2025 Q4 − 1) × 100 = 16.05%
Structured claim: metric
revenue_qoq, period FY2026 Q1,
value 16.0 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Gross margin was 86.8%.
verified · source
XBRL
GrossProfit · FY2026 Q1 (ended 2026-03-31) = $1.42B · filing 0001321655-26-000028XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q1 (ended 2026-03-31) = $1.63B · filing 0001321655-26-000028Recomputed as gross_profit / revenue × 100 = 86.78%
Structured claim: metric
gross_margin, period FY2026 Q1,
value 86.8 percent, cites xbrl:GrossProfit✓GAAP operating margin was 46.2%.
verified · source
XBRL
OperatingIncomeLoss · FY2026 Q1 (ended 2026-03-31) = $754.0M · filing 0001321655-26-000028XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2026 Q1 (ended 2026-03-31) = $1.63B · filing 0001321655-26-000028Recomputed as operating_income / revenue × 100 = 46.18%
Structured claim: metric
operating_margin, period FY2026 Q1,
value 46.2 percent, cites xbrl:OperatingIncomeLoss✓Free cash flow rose 193.3% year over year.
verified · source
XBRL
(derived) · FY2026 Q1 (ended 2026-03-31) = $891.8M · derived: operating cash flow − capex · filing 0001321655-26-000028XBRL
(derived) · FY2025 Q1 (ended 2025-03-31) = $304.1M · derived: operating cash flow − capex · filing 0001321655-26-000028Recomputed as (FY2026 Q1 / FY2025 Q1 − 1) × 100 = 193.27%
Structured claim: metric
free_cash_flow_yoy, period FY2026 Q1,
value 193.3 percent, cites xbrl:(derived)✓Remaining performance obligations were up 136.8% year over year.
verified · source
XBRL
RevenueRemainingPerformanceObligation · FY2026 Q1 (ended 2026-03-31) = $4.50B · filing 0001321655-26-000028XBRL
RevenueRemainingPerformanceObligation · FY2025 Q1 (ended 2025-03-31) = $1.90B · filing 0001321655-25-000066Recomputed as (FY2026 Q1 / FY2025 Q1 − 1) × 100 = 136.84%
Structured claim: metric
rpo_yoy, period FY2026 Q1,
value 136.8 percent, cites xbrl:RevenueRemainingPerformanceObligationManagement's explanation and guidance
✓Management tied the raised outlook to confidence in the U.S. market, with Karp saying "driven by our confidence in an accelerating U.S. market".
verified · source
Press release P5:
"Palantir's Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK hynix. Momentum surged as we grew 85% last quarter-our highest-ever year-over-year growth rate-by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter, driven by our confidence in an accelerating U.S. market," said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.
Structured claim: metric
—, period —,
value driven by our confidence in an accelerating U.S. market , cites press_release:P5✓Management guides Q2 2026 adjusted income from operations to a range of $1.063 to $1.067 billion, with a low end of $1.063 billion.
verified · source
Press release P29:
•Adjusted income from operations of between $1.063 - $1.067 billion.
Structured claim: metric
other, period FY2026 Q2,
value 1.063 usd_billions, cites press_release:P29✓Full-year 2026 revenue guidance was raised to a low end of $7.650 billion.
verified · source
Press release P31:
•We are raising our revenue guidance to between $7.650 - $7.662 billion.
Structured claim: metric
other, period FY2026 Q4,
value 7.650 usd_billions, cites press_release:P31✓Management raised its U.S. commercial revenue guidance to at least 120% growth.
verified · source
Press release P32:
•We are raising our U.S. commercial revenue guidance to in excess of $3.224 billion, representing a growth rate of at least 120%.
Structured claim: metric
other, period FY2026 Q4,
value 120 percent, cites press_release:P32◦Management continues to expect GAAP operating income and net income in each quarter of this year.
sourced, not machine-verifiable · source
Press release P35:
•And we continue to expect GAAP operating income and net income in each quarter of this year.
Structured claim: metric
—, period —,
value — , cites press_release:P35What to watch next quarter
✓Q2 2026 revenue guidance has a low end of $1.797 billion.
verified · source
Press release P28:
•Revenue of between $1.797 - $1.801 billion.
Structured claim: metric
other, period FY2026 Q2,
value 1.797 usd_billions, cites press_release:P28✓Watch whether U.S. commercial revenue, which was $595 million, sustains its pace toward the raised full-year target.
verified · source
Press release P8:
◦U.S. commercial revenue grew 133% year-over-year and 18% quarter-over-quarter to $595 million
Structured claim: metric
other, period FY2026 Q1,
value 595 usd_millions, cites press_release:P8✓U.S. commercial remaining deal value of $4.92 billion is a key indicator of future commercial growth.
verified · source
Press release P14:
•U.S. commercial remaining deal value ("RDV") of $4.92 billion, up 112% year-over-year and 12% quarter-over-quarter
Structured claim: metric
other, period FY2026 Q1,
value 4.92 usd_billions, cites press_release:P14◦Investors should track whether deal activity, including large-contract closings, continues to support the raised guidance.
sourced, not machine-verifiable · source
Press release P11:
•Closed 206 deals of at least $1 million, 72 deals of at least $5 million, and 47 deals of at least $10 million
Structured claim: metric
—, period —,
value — , cites press_release:P11Numeric claims verified
16/16
⚠ Mismatches
0
◦ Sourced (qualitative)
2
✗ Unsupported
0
FY2025 Q4 (CY2025 Q4, ended 2025-12-31) · press release: 8-K 0001321655-26-000004 · 10-Q/10-K · models: claude-sonnet-5-5 (writing), claude-haiku-5-5 (paragraph selection) · generated 2026-11-04
What happened
✓Palantir reported fourth-quarter revenue of $1.407 billion.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q4 (ended 2025-12-31) = $1.41B · derived: full year − 9M YTD · filing 0001321655-26-000011Structured claim: metric
revenue, period FY2025 Q4,
value 1.407 usd_billions, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓GAAP operating income was $575 million.
verified · source
XBRL
OperatingIncomeLoss · FY2025 Q4 (ended 2025-12-31) = $575.4M · derived: full year − 9M YTD · filing 0001321655-26-000011Structured claim: metric
operating_income, period FY2025 Q4,
value 575 usd_millions, cites xbrl:OperatingIncomeLoss✓GAAP net income attributable to common stockholders was $609 million.
verified · source
XBRL
NetIncomeLoss · FY2025 Q4 (ended 2025-12-31) = $608.7M · derived: full year − 9M YTD · filing 0001321655-26-000011Structured claim: metric
net_income, period FY2025 Q4,
value 609 usd_millions, cites xbrl:NetIncomeLoss✓Operating cash flow was $777 million.
verified · source
XBRL
NetCashProvidedByUsedInOperatingActivities · FY2025 Q4 (ended 2025-12-31) = $777.3M · derived: full year − 9M YTD · filing 0001321655-26-000011Structured claim: metric
operating_cash_flow, period FY2025 Q4,
value 777 usd_millions, cites xbrl:NetCashProvidedByUsedInOperatingActivities✓U.S. commercial revenue reached $507 million.
verified · source
Press release P9:
◦U.S. commercial revenue grew 137% year-over-year and 28% quarter-over-quarter to $507 million
Structured claim: metric
other, period FY2025 Q4,
value 507 usd_millions, cites press_release:P9What changed vs last quarter / last year
✓Revenue grew 70.0% year over year.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q4 (ended 2025-12-31) = $1.41B · derived: full year − 9M YTD · filing 0001321655-26-000011XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2024 Q4 (ended 2024-12-31) = $827.5M · derived: full year − 9M YTD · filing 0001321655-26-000011Recomputed as (FY2025 Q4 / FY2024 Q4 − 1) × 100 = 70.00%
Structured claim: metric
revenue_yoy, period FY2025 Q4,
value 70.0 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Revenue rose 19.1% sequentially.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q4 (ended 2025-12-31) = $1.41B · derived: full year − 9M YTD · filing 0001321655-26-000011XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q3 (ended 2025-09-30) = $1.18B · filing 0001321655-26-000048Recomputed as (FY2025 Q4 / FY2025 Q3 − 1) × 100 = 19.11%
Structured claim: metric
revenue_qoq, period FY2025 Q4,
value 19.1 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Operating margin was 40.9%.
verified · source
XBRL
OperatingIncomeLoss · FY2025 Q4 (ended 2025-12-31) = $575.4M · derived: full year − 9M YTD · filing 0001321655-26-000011XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q4 (ended 2025-12-31) = $1.41B · derived: full year − 9M YTD · filing 0001321655-26-000011Recomputed as operating_income / revenue × 100 = 40.90%
Structured claim: metric
operating_margin, period FY2025 Q4,
value 40.9 percent, cites xbrl:OperatingIncomeLoss✓Remaining performance obligations were up 141.2% year over year.
verified · source
XBRL
RevenueRemainingPerformanceObligation · FY2025 Q4 (ended 2025-12-31) = $4.10B · filing 0001321655-26-000011XBRL
RevenueRemainingPerformanceObligation · FY2024 Q4 (ended 2024-12-31) = $1.70B · filing 0001321655-25-000022Recomputed as (FY2025 Q4 / FY2024 Q4 − 1) × 100 = 141.18%
Structured claim: metric
rpo_yoy, period FY2025 Q4,
value 141.2 percent, cites xbrl:RevenueRemainingPerformanceObligation✓Stock-based compensation declined 30.3% year over year.
verified · source
XBRL
ShareBasedCompensation · FY2025 Q4 (ended 2025-12-31) = $196.4M · derived: full year − 9M YTD · filing 0001321655-26-000011XBRL
ShareBasedCompensation · FY2024 Q4 (ended 2024-12-31) = $281.8M · derived: full year − 9M YTD · filing 0001321655-26-000011Recomputed as (FY2025 Q4 / FY2024 Q4 − 1) × 100 = -30.30%
Structured claim: metric
sbc_yoy, period FY2025 Q4,
value 30.3 percent, cites xbrl:ShareBasedCompensationManagement's explanation and guidance
✓Management guided Q1 2026 revenue to a range of $1.532 to $1.536 billion.
verified · source
Press release P40:
•Revenue of between $1.532 - $1.536 billion.
Structured claim: metric
other, period FY2026 Q1,
value 1.532 usd_billions, cites press_release:P40✓Full-year 2026 revenue guidance has a low end of $7.182 billion.
verified · source
Press release P43:
•Revenue of between $7.182 - $7.198 billion.
Structured claim: metric
other, period FY2026,
value 7.182 usd_billions, cites press_release:P43✓Management expects U.S. commercial revenue growth of at least 115% in 2026.
verified · source
Press release P44:
•U.S. commercial revenue in excess of $3.144 billion, representing a growth rate of at least 115%.
Structured claim: metric
other, period FY2026,
value 115 percent, cites press_release:P44✓The CEO framed the results with the words "We are an n of 1, and these numbers prove it."
verified · source
Press release P6:
"Palantir's Rule of 40 score is now an incredible 127%. Last quarter, our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1, and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models, a trend that we first called 'commodity cognition' well before others started repeating it," said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.
Structured claim: metric
—, period —,
value We are an n of 1, and these numbers prove it. , cites press_release:P6◦Management expects GAAP operating income and net income in each quarter of 2026.
sourced, not machine-verifiable · source
Press release P47:
•GAAP operating income and net income in each quarter of this year.
Structured claim: metric
—, period —,
value — , cites press_release:P47What to watch next quarter
✓Watch whether Palantir delivers Q1 adjusted income from operations at the low end of $870 million guidance.
verified · source
Press release P41:
•Adjusted income from operations of between $870 - $874 million.
Structured claim: metric
other, period FY2026 Q1,
value 870 usd_millions, cites press_release:P41✓Track U.S. commercial remaining deal value, which was $4.38 billion.
verified · source
Press release P15:
•U.S. commercial remaining deal value ("RDV") of $4.38 billion, up 145% year-over-year and 21% quarter-over-quarter
Structured claim: metric
other, period FY2025 Q4,
value 4.38 usd_billions, cites press_release:P15◦Monitor whether U.S. commercial momentum continues against the full-year growth guide.
sourced, not machine-verifiable · source
Press release P44:
•U.S. commercial revenue in excess of $3.144 billion, representing a growth rate of at least 115%.
Structured claim: metric
—, period —,
value — , cites press_release:P44✓Watch full-year adjusted free cash flow against the guide, whose low end is $3.925 billion.
verified · source
Press release P46:
•Adjusted free cash flow of between $3.925 - $4.125 billion.
Structured claim: metric
other, period FY2026,
value 3.925 usd_billions, cites press_release:P46Numeric claims verified
14/14
⚠ Mismatches
1
◦ Sourced (qualitative)
4
✗ Unsupported
0
FY2025 Q3 (CY2025 Q3, ended 2025-09-30) · press release: 8-K 0001321655-25-000130 · 10-Q/10-K · models: claude-sonnet-5-5 (writing), claude-haiku-5-5 (paragraph selection) · generated 2026-11-04
What happened
✓Palantir reported Q3 2025 revenue of $1.181 billion.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q3 (ended 2025-09-30) = $1.18B · filing 0001321655-26-000048Structured claim: metric
revenue, period FY2025 Q3,
value 1.181 usd_billions, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓GAAP operating income was $393 million.
verified · source
XBRL
OperatingIncomeLoss · FY2025 Q3 (ended 2025-09-30) = $393.3M · filing 0001321655-26-000048Structured claim: metric
operating_income, period FY2025 Q3,
value 393 usd_millions, cites xbrl:OperatingIncomeLoss✓GAAP net income was $476 million.
verified · source
XBRL
NetIncomeLoss · FY2025 Q3 (ended 2025-09-30) = $475.6M · filing 0001321655-26-000048Structured claim: metric
net_income, period FY2025 Q3,
value 476 usd_millions, cites xbrl:NetIncomeLoss✓Diluted EPS was $0.18.
verified · source
XBRL
EarningsPerShareDiluted · FY2025 Q3 (ended 2025-09-30) = $0.18 · filing 0001321655-26-000048Structured claim: metric
eps_diluted, period FY2025 Q3,
value 0.18 usd_per_share, cites xbrl:EarningsPerShareDiluted✓Free cash flow (operating cash flow less capex) was about $501 million.
verified · source
XBRL
(derived) · FY2025 Q3 (ended 2025-09-30) = $500.9M · derived: operating cash flow − capex · filing 0001321655-26-000048Structured claim: metric
free_cash_flow, period FY2025 Q3,
value 501 usd_millions, cites xbrl:(derived)What changed vs last quarter / last year
✓Revenue grew 62.8% year over year.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q3 (ended 2025-09-30) = $1.18B · filing 0001321655-26-000048XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2024 Q3 (ended 2024-09-30) = $725.5M · filing 0001321655-25-000131Recomputed as (FY2025 Q3 / FY2024 Q3 − 1) × 100 = 62.79%
Structured claim: metric
revenue_yoy, period FY2025 Q3,
value 62.8 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓Revenue rose 17.7% sequentially.
verified · source
XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q3 (ended 2025-09-30) = $1.18B · filing 0001321655-26-000048XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q2 (ended 2025-06-30) = $1.00B · filing 0001321655-26-000041Recomputed as (FY2025 Q3 / FY2025 Q2 − 1) × 100 = 17.67%
Structured claim: metric
revenue_qoq, period FY2025 Q3,
value 17.7 percent, cites xbrl:RevenueFromContractWithCustomerExcludingAssessedTax✓GAAP operating margin was 33.3%.
verified · source
XBRL
OperatingIncomeLoss · FY2025 Q3 (ended 2025-09-30) = $393.3M · filing 0001321655-26-000048XBRL
RevenueFromContractWithCustomerExcludingAssessedTax · FY2025 Q3 (ended 2025-09-30) = $1.18B · filing 0001321655-26-000048Recomputed as operating_income / revenue × 100 = 33.30%
Structured claim: metric
operating_margin, period FY2025 Q3,
value 33.3 percent, cites xbrl:OperatingIncomeLoss✓Free cash flow rose 20.5% year over year.
verified · source
XBRL
(derived) · FY2025 Q3 (ended 2025-09-30) = $500.9M · derived: operating cash flow − capex · filing 0001321655-26-000048XBRL
(derived) · FY2024 Q3 (ended 2024-09-30) = $415.8M · derived: operating cash flow − capex · filing 0001321655-25-000131Recomputed as (FY2025 Q3 / FY2024 Q3 − 1) × 100 = 20.46%
Structured claim: metric
free_cash_flow_yoy, period FY2025 Q3,
value 20.5 percent, cites xbrl:(derived)✓U.S. commercial revenue grew 121% year over year.
verified · source
Press release P8:
◦U.S. commercial revenue grew 121% year-over-year and 29% quarter-over-quarter to $397 million
Structured claim: metric
other, period FY2025 Q3,
value 121 percent, cites press_release:P8✓Remaining performance obligations were up 62.5% year over year.
verified · source
XBRL
RevenueRemainingPerformanceObligation · FY2025 Q3 (ended 2025-09-30) = $2.60B · filing 0001321655-25-000131XBRL
RevenueRemainingPerformanceObligation · FY2024 Q3 (ended 2024-09-30) = $1.60B · filing 0001321655-24-000209Recomputed as (FY2025 Q3 / FY2024 Q3 − 1) × 100 = 62.50%
Structured claim: metric
rpo_yoy, period FY2025 Q3,
value 62.5 percent, cites xbrl:RevenueRemainingPerformanceObligationManagement's explanation and guidance
⚠The CEO credited AIP adoption for the results, saying
mismatch · source
Why: the sentence paraphrases instead of containing the quoted words
Press release P5:
"114% - our Rule of 40 score! These results make undeniable the transformational impact of using AIP to compound AI leverage. Year-over-year growth in our U.S. business surged to 77%, and year-over-year growth in U.S. commercial climbed to 121%. We are yet again announcing the highest sequential quarterly revenue growth guide in our company's history, representing 61% year-over-year growth," said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.
Structured claim: metric
—, period —,
value These results make undeniable the transformational impact of using AIP to compound AI leverage. , cites press_release:P5✓Palantir guided Q4 revenue to between $1.327 and $1.331 billion, starting with the low end of $1.327 billion.
verified · source
Press release P29:
•Revenue of between $1.327 - $1.331 billion.
Structured claim: metric
other, period FY2025 Q4,
value 1.327 usd_billions, cites press_release:P29✓Full-year 2025 adjusted income from operations guidance was raised to a range topping out at $2.155 billion.
verified · source
Press release P34:
•We are raising our adjusted income from operations guidance to between $2.151 - $2.155 billion.
Structured claim: metric
other, period FY2025,
value 2.155 usd_billions, cites press_release:P34◦Management raised full-year revenue guidance and U.S. commercial revenue guidance.
sourced, not machine-verifiable · source
Press release P33:
•We are raising our U.S. commercial revenue guidance to in excess of $1.433 billion, representing a growth rate of at least 104%.
Structured claim: metric
—, period —,
value — , cites press_release:P33What to watch next quarter
◦Watch whether Q4 revenue lands within the guided range given the record sequential growth guide.
sourced, not machine-verifiable · source
Press release P29:
•Revenue of between $1.327 - $1.331 billion.
Structured claim: metric
—, period —,
value — , cites press_release:P29◦Watch whether U.S. commercial growth sustains its pace, given the guide for Q4 U.S. commercial revenue growth.
sourced, not machine-verifiable · source
Press release P3:
Palantir Reports Q3 2025 U.S. Comm Revenue Growth of 121% Y/Y and Revenue Growth of 63% Y/Y; Guides Q4 Revenue to 61% Y/Y and U.S. Comm Revenue to 121% Y/Y; Raises FY 2025 Revenue Guidance to 53% Y/Y, Crushing Consensus Expectations 11/3/2025
Structured claim: metric
—, period —,
value — , cites press_release:P3✓U.S. commercial remaining deal value of $3.63 billion is a leading indicator of future conversion.
verified · source
Press release P14:
•U.S. commercial remaining deal value ("RDV") of $3.63 billion, up 199% year-over-year and 30% quarter-over-quarter
Structured claim: metric
other, period FY2025 Q3,
value 3.63 usd_billions, cites press_release:P14◦Management continues to expect GAAP operating and net income in each quarter of the year.
sourced, not machine-verifiable · source
Press release P36:
•And we continue to expect GAAP operating income and net income in each quarter of this year.
Structured claim: metric
—, period —,
value — , cites press_release:P36