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21:00
Aug 03 ◎

PLTR FY2026 Q2 Watch

Palantir Technologies Inc. (PLTR) FY2026 Q2 Earnings Call

ANDURIL SPACE NVDA PLTR ▾

Alex Karp

Indirect mention of a partnership approach in defense tech, which is a core part of Anduril's business, suggesting a collaborative or competitive dynamic.

"We've seen this in the defense tech stuff. And Shyam, you know, like the approach to defense tech where we partner with people."

ANDURIL WATCH

Dave Glazer

Palantir's investment in SpaceX is contributing positively to its earnings, though the impact is small.

"Unrealized gains from our holdings in SpaceX resulted in a $0.03 tailwind to GAAP EPS..."

SPACE WATCH

Alex Karp

Palantir found that a 'vanilla' Nemotron Ultra model without post-training outperformed Frontier models on five production tasks, challenging the assumption that frontier labs are always best. — This suggests that for specific enterprise tasks, smaller or open-weight models can be superior, potentially reducing the need to rely on frontier labs and shifting value to the orchestration layer (Palantir) and hardware (NVIDIA).

"We built a partnership with NVIDIA. We're expanding our application layer."

NVDA WATCH

Alex Karp

Management is extremely bullish, raising full-year guidance significantly and setting an ambitious growth target for the next 18 months, driven by the sovereign AI narrative and strong U.S. commercial demand.

"I am driving the business to grow at a rate equal or above to what we have in U.S. commercial for the next 18 months, which is a very high goal."

PLTR WATCH

HIGH

21:00
May 04 ◎

PLTR FY2026 Q1 Watch

Palantir Technologies Inc. (PLTR) FY2026 Q1 Earnings Call

NVDA OPENAI ANTHROPIC PLTR BA ▾

Shyam Sankar

Declining token costs are a key demand driver for Palantir's AIP. This trend benefits NVIDIA as AI adoption expands, potentially increasing demand for their GPUs.

"GPT-4 equivalent performance that costs $20 per million tokens in early 2023 is now approximately 1,000 times cheaper three years later."

NVDA WATCH

Alex Karp

Palantir's AIP coupled with frontier models (e.g., OpenAI's) is driving a security 'Sputnik moment,' which increases reliance on Palantir's Apollo for remediation, creating growth tailwinds.

"Nethos and Spud and even other current generation models with AIP are capable of finding novel vulnerabilities in complex cyber kill chains. They have discovered thousands of zero days in major operating systems and browsers."

OPENAI WATCH

Alex Karp

Palantir positions itself as the only viable enterprise AI platform, implying that offerings from labs like Anthropic are not effective for production deployments.

"almost every single highlighted example of AI actually producing results in the U.S. is actually Palantir by Palantir. One of the ways to pen test what we're saying is just dig into the examples of AI actually transforming an enterprise."

ANTHROPIC WATCH

Dave Glazer

Management's guidance raises reflect sustained demand and confidence in execution, pointing to continued strength and expansion in both U.S. commercial and government segments.

"We are raising our full-year 2026 revenue guidance midpoint to $7.656 billion, representing 71% growth year-over-year, a 10-point increase over our full-year 2026 revenue guidance from last quarter"

PLTR WATCH

Dave Glazer

A successful U.S. commercial customer program transitioned to a U.S. government customer, masking the commercial segment's true growth. — The transition shows Palantir's unique ability to convert federal R&D into military contracts, potentially impacting competitiveness over time, especially with defense-focused suppliers.

"As Ryan noted, we had a successful U.S. commercial customer program transition to a U.S. government customer. Absent this transition, U.S. commercial growth would have been 143% year-over-year and 22% sequentially."

BA WATCH

Shyam Sankar

Palantir is replacing its own legacy CRM software with an internal AIP-based solution, highlighting the technology's ability to disrupt traditional enterprise software. — Palantir's own dogfooding suggests an accelerated shift from incumbents to AI-native solutions, potentially impacting the long-term growth of legacy CRM and software providers.

"This quarter, we replaced our old, expensive CRM with an AI-first solution built on AIP in a few months that users absolutely love."

CRM WATCH ORCL WATCH

Ryan Taylor

GE Aerospace's deepened partnership signals expanding AIP deployment in production and military aviation supply chain, indicating strong demand and operational value from Palantir's platform.

"on the back of the 26% increase in engine production with AIP, GE Aerospace deepened their partnership with Palantir last quarter to deploy agentic AI-powered solutions across their production system"

GE WATCH

HIGH

22:00
Feb 01 ◎

PLTR FY2025 Q4 Watch

Palantir Technologies Inc. (PLTR) FY2025 Q4 Earnings Call

JCI LEA PLTR HII RTX ▾

Ryan Taylor

Johnson Controls is a reference customer validating Palantir's AI-driven transformation of a legacy industrial company, indicating deep, successful adoption.

"As Johnson Controls noted about our work together, quote, it is really incredible to see that you can transform a 140-year-old company with the power of AI."

JCI WATCH

Ryan Taylor

Lear's rapid expansion from a pilot to enterprise-wide deployment showcases Palantir's land-and-expand strategy and the value of its platform.

"Lear noted at our recent DEVCON conference their experience starting with 100 users and 4 use cases and growing to 16,000 users and 280 use cases."

LEA WATCH

Dave Glazer

Management's guidance for 61% growth in 2026, following a 70% growth quarter, signals confidence in sustained hypergrowth driven by US commercial momentum and AI demand.

"we are guiding a full-year 2026 revenue of $7.190 billion at the midpoint, representing 61% growth year-over-year."

PLTR WATCH

Sean Sankar

Palantir is deploying a new platform, Ship OS, across the US submarine industrial base, reducing planning time from 160 hours to 10 minutes and material review from weeks to under an hour. — This signals a major digital transformation across US shipbuilders like Huntington Ingalls and General Dynamics Electric Boat, potentially impacting their operational efficiency and production timelines.

"Ship OS was the most significant development in Q4, rolling out warp speed to accelerate submarine production and sustainment across shipbuilders, shipyards, and critical suppliers. At one shipbuilder, we took planning from 160 hours of"

HII WATCH

Sean Sankar

A customer making a new weapon system saw a 40x improvement in throughput using Warp Speed, implying its software can significantly accelerate production for complex, changing designs. — This suggests Palantir's offering is becoming critical infrastructure for prime defense contractors like RTX and Lockheed Martin, improving their ability to deliver modern systems.

"a different customer making a brand new weapon system that is still constantly changing designs was able to see a 40x improvement in throughput with a production system that scales with the design velocity rather than breaking under it."

RTX WATCH

Sean Sankar

Palantir's Maven system is being expanded to support simultaneous real-world events across combatant commands and will be rolled out to all combatant commands this fiscal year. — The expansion of Maven within the DoD solidifies Palantir's role as a core software provider, potentially at the expense of legacy systems from prime contractors.

"Maven usage is at all-time highs, supporting simultaneous real-world events across combatant commands and the Joint Force. Maven will continue to be rolled out to all combatant commands and many more networks over the rest of this"

LMT WATCH

HIGH

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