Earnings call briefThird-quarter 2026

Palantir Technologies raises 2026 revenue guidance midpoint to $8.532 billion

The company said the midpoint represents 91% growth year-over-year, a 9-point increase over its prior full-year revenue guidance.

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Palantir Technologies said on its third-quarter call that it expects revenue from strategic commercial contracts to be less than $500,000 in the fourth quarter and none beyond the fourth quarter of this year.

Chief Financial Officer David Glazer said the company expects contract duration and size to increase over time as it continues to deliver Sovereign AI value.

Quotes from the call

“We are also raising our full year 2026 revenue guidance midpoint to $8.532 billion, representing 91% growth year-over-year, a 9-point increase over our full year 2026 revenue guidance from last quarter.”

David Glazer, Chief Financial Officer

Key facts from the call

2026 revenue guidance midpoint
$8.532 billion, 91% growth year-over-year
Fourth-quarter strategic commercial contract revenue outlook
Less than $500,000

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Source: Palantir Technologies' third-quarter 2026 earnings call, November 2, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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