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Just reported
Q3 2026 results
From Palantir Technologies's results release of 2026年11月2日; its quarterly report has since been filed.
Revenue
Actual
$2.31B
+96% y/y
+20% q/qGuided
$2.16B
midpoint
Above guide+7.0%EPS, GAAP
Actual
$0.44
+144% y/y
+7.3% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$1.08B
+176% y/y
+19% q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue$2.649B – $2.653B+88% y/y First given
- Operating income, adjusted$1.64B – $1.644BFirst given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Palantir Technologies is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PANWPalo Alto Networks, Inc.$263.9BA
CRWDCrowdStrike Holdings, Inc.$235.2BA
NETCloudflare, Inc.$114.2BA-
FTNTFortinet, Inc.$95.2BA+
SNPSSynopsys Inc.$88.7BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Government customer contracts52%
- Commercial customer contracts48%
売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか4
Gotham
Software that brings together information from different sources, including sensors, to help defense and intelligence users understand events, plan missions, and coordinate operations.
Foundry
Software that helps organizations bring their data together, analyze it, and build applications and workflows for everyday operations.
Apollo
Software for delivering software updates, security changes, and configuration updates across cloud services, customers’ own computers, and other environments.
Artificial Intelligence Platform (AIP)
Software that connects artificial intelligence models to an organization’s data and work processes, with tools for building automated tasks and controlling how the models are used.
誰が買っているか4
- U.S. and other government agencies that buy software for defense, intelligence, and other government work, often through separately contracted departments or agencies.
- Commercial businesses that buy software to organize data and support work across their operations; the company reports customers in many industries.
- Defense personnel, intelligence analysts, and military organizations using software for situational awareness and mission planning.
- Workers and analysts in industries such as utilities, automotive manufacturing, oil and gas, and pharmaceuticals, who use the software for operational tasks.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Palantir relies on computing services from third parties, including Amazon Web Services and Microsoft, for some customer systems and software operations.
- 2AIP connects to large language models provided by other companies or hosted by customers, so access to and compatibility with those models matters.
- 3A meaningful portion of revenue comes from government customers, whose purchasing can depend on budgets, contract awards, procurement rules, and required security clearances.
- 4The company’s contracts often involve customer-specific setup and support, and some customers can terminate contracts for convenience.
うまくいかなくなる可能性
- 1A relatively small number of customers account for a substantial portion of revenue; if major customers do not renew, expand, or continue their contracts, revenue could fall.
- 2Government sales can be affected by budget changes, delays in contract awards, shifts in spending priorities, procurement rules, and requirements for employee and facility security clearances.
- 3Palantir’s software can be complex to implement, and failures in its software, security, privacy controls, or artificial intelligence features could disrupt customer operations, harm its reputation, or lead to lost business or legal claims.
Palantir Technologies Inc.について
Palantir makes four main software products: Gotham for defense and intelligence work, Foundry for organizing data and building workflows, Apollo for delivering software updates across different computing environments, and the Artificial Intelligence Platform (AIP) for using artificial intelligence with an organization’s data and processes. Customers can combine these products, which are designed to work with data the customer already has access to. Contracts can include software access, continuing support and maintenance, and services such as configuration, training, and data modeling.
- 本社
- Denver, Colorado, United States
- 設立
- 2003
- 従業員数
- 4,429 (December 31, 2025, high)
- 上場市場
- Nasdaq
- 決算期
- December 31
Palantir Technologies Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。