United States · Business news · AI & Tech · 03 Aug 2026
AI: Enterprise software · Palantir — more AI news
Palantir reported second-quarter revenue of $1.935 billion, up 93% from a year earlier and 19% from the previous quarter. US commercial revenue grew 149% to $764 million and US government revenue grew 90% to $809 million. The company closed $3.373 billion of total contract value, including a record $2.132 billion of US commercial contracts. It raised full-year 2026 revenue guidance to between $8.150 billion and $8.158 billion and US commercial revenue guidance to more than $3.424 billion.
Palantir is one of the few listed software companies reporting AI-driven revenue growth near 100%: $1.935 billion in the quarter, with US businesses paying $764 million and the US government $809 million. The $2.132 billion of US commercial contracts signed in three months is larger than the quarter's total revenue. Full-year guidance of about $8.15 billion and adjusted operating income of $4.889-4.897 billion show the margin the company keeps on that revenue.
Reported by Palantir (SEC Form 8-K) — “Palantir Reports Q2 2026 U.S. Comm Revenue Growth of 149% Y/Y and Revenue Growth of 93% Y/Y; Raises FY 2026 Revenue Guidance to 82% Y/Y Growth and U.S. Comm Revenue Guidance to 134% Y/Y, Crushing Consensus Expectations” ↗ on 03 Aug 2026.
Official series on 03 Aug 2026 or the last day before it, and the latest observation.
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