Palantir operates Gotham for government work and Foundry plus AIP for commercial enterprises. Q1 2026 revenue grew 85% year over year to $1.633 billion, with U.S. commercial revenue rising 133% to $595 million. Full-year 2026 revenue guidance was raised to roughly $7.65 billion, representing about 71% growth, and fiscal year 2026 revenue guidance was also set around $7.182 billion to $7.198 billion, representing roughly 61% growth. U.S. commercial revenue is expected to exceed $3.144 billion and later guidance points to over $3.224 billion at 120%+ growth. The company reported a Rule of 40 score soaring to 145%.
"Palantir runs Gotham for government work and Foundry plus AIP for commercial enterprises. The company's Q1 2026 revenue grew 85% year over year to $1.633 billion (its highest-ever year-on-year growth rate), Palantir's U.S. commercial revenue jumped 133% to $595 million, and management raised full-year 2026 revenue guidance to roughly $7.65 billion, representing 71% growth."
"Furthermore, Palantir's management has guided fiscal year 2026 revenue to $7.182 billion to $7.198 billion, representing roughly 61% growth, with U.S. commercial revenue expected to top $3.144 billion. Surely you agree, this is acceleration at scale."
"Furthermore, Palantir's management has raised its fiscal year 2026 revenue guidance to a range of $7.65 billion to $7.662 billion, representing roughly 71% growth (a 10-point hike from the prior outlook), with U.S. commercial revenue now guided to top $3.224 billion at 120%+ growth. Surely you agree, this is acceleration at scale."
"Palantir Technologies CEO Alex Karp declared on the Q1 2026 earnings call, "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." The aforementioned data points certainly seem to back up Karp's braggadocio."
Read at 24/7 Wall St.
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