u/Broke_BruceWaynee ·
Reddit — r/StockMarket
· 2026년 8월 3일, 20:33
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Palantir’s commercial AI business delivered another quarter of staggering growth. *U.S. commercial revenue jumped* ***149% year over year*** and 28% sequentially to $764 million, while its U.S. commercial customer count increased 35% to 653.
Forward demand appears to be equally strong. *U.S. commercial remaining deal value* ***climbed 124%*** to $6.24 billion, while total contract value reached a quarterly record of $2.13 billion.
The accelerating commercial business helps explain why **Palantir shares ripped 8% higher** following the report.
**Key Numbers:**
Revenue: $1.935 billion vs. $1.81 billion expected
Adjusted EPS: $0.41 vs. $0.35 expected
Palantir crushed expectations, beating revenue estimates by approximately 7% and adjusted EPS estimates by 17%.
Growth accelerated dramatically, with revenue climbing 93% year over year and 18% sequentially, while adjusted EPS surged 156% year over year.