Palantir Technologies

“For full year 2026, we expect revenue of between $7.182 – $7.198 billion — a 2026 revenue growth guide of 61% year-over-year — and U.S. commercial revenue in excess of $3.144 billion, representing a growth rate of at least 115%.”

Palantir TechnologiesCEO

Enterprise AI software company; FY 2026 outlook issued with Q4/FY 2025 results

FY2026 is not yet complete; through H1 2026 Palantir is tracking well ahead of this initial guide (Q2 2026 revenue +93% y/y), and the company has since raised the full-year guide twice.

“For full year 2026: we are raising our revenue guidance to between $8.150 – $8.158 billion — 82% year-over-year growth — and our U.S. commercial revenue guidance to in excess of $3.424 billion, representing a growth rate of at least 134%.”

Palantir TechnologiesCEO

Enterprise AI software company; raised FY 2026 outlook issued with Q2 2026 results

Raise followed Q2 2026 revenue of $1.935 billion (+93% y/y) and U.S. commercial revenue of $764 million (+149% y/y); the full-year outcome is not yet known.

“For full year 2025: we are raising our revenue guidance to between $4.142 – $4.150 billion, and our U.S. commercial revenue guidance to in excess of $1.302 billion, representing a growth rate of at least 85%.”

Palantir TechnologiesCEO

Enterprise AI software company; full-year 2025 outlook issued with Q2 2025 results

The U.S. commercial floor was cleared easily ($1.465 billion actual, +109% vs. the 'at least 85%' guided), but total FY2025 revenue of $4.475 billion came in well above the guided $4.142–4.150 billion range, so the specific forecast understated the outcome.

“For full year 2025: we are raising our revenue guidance to between $4.396 – $4.400 billion, and our U.S. commercial revenue guidance to in excess of $1.433 billion, representing a growth rate of at least 104%.”

Palantir TechnologiesCEO

Enterprise AI software company; full-year 2025 outlook issued with Q3 2025 results

FY2025 revenue came in at $4.475 billion, modestly above the top of the guided range, and U.S. commercial revenue was $1.465 billion (+109%), clearing the 'in excess of $1.433 billion / at least 104%' bar.