기업 정보 불러오는 중
Just reported
Q3 2026 results
From Palantir Technologies's results release of 2026년 11월 2일; its quarterly report has since been filed.
Revenue
Actual
US$2.31B
+96% y/y
+20% q/qGuided
US$2.16B
midpoint
Above guide+7.0%EPS, GAAP
Actual
US$0.44
+144% y/y
+7.3% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$1.08B
+176% y/y
+19% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$2.649B – US$2.653B+88% y/y First given
- Operating income, adjustedUS$1.64B – US$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.
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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.
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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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Government customer contracts52%
- Commercial customer contracts48%
매출 비중은 six months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가4
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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.
- 본사
- Denver, Colorado, United States
- 설립
- 2003
- 임직원 수
- 4,429 (December 31, 2025, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- December 31
Palantir Technologies Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.