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Palantir Technologies Inc. Q1 FY26 Results

PLTRQ1 FY26 Results
Filing
MetricValue ($ M)Q1 FY25
Revenue1.6K84.7%
Total Income1.6K84.7%
Expenditure878.5924.1%
PBT888.60297.9%
Net Profit870.53306.7%
OPM46.18%26.27pp
NPM53.32%29.11pp
EPS0.36300.0%
View full financials

Palantir Reports Q1 2026: U.S. Revenue Growth of 104% Y/Y

05 May 2026 · 5 May, 1:43 am

Summary

Palantir Technologies Inc. reported strong financial results for Q1 2026, with revenue growing 85% year-over-year to $1.633 billion. U.S. revenue showed significant growth, increasing by 104% compared to the previous year. The company's GAAP income from operations reached $754 million, representing a 46% margin. Palantir is raising its full-year revenue guidance to 71% growth, driven by confidence in the accelerating U.S. market.

Key Highlights

  1. 1

    Palantir's U.S. revenue increased by 104% year-over-year in Q1 2026.

  2. 2

    Total revenue grew by 85% year-over-year to $1.633 billion in Q1 2026.

  3. 3

    U.S. commercial revenue grew 133% year-over-year to $595 million.

  4. 4

    The company closed 206 deals of at least $1 million during the quarter.

  5. 5

    Total contract value closed was $2.41 billion, representing a 61% year-over-year increase.

  6. 6

    GAAP income from operations was $754 million, resulting in a 46% margin.

  7. 7

    The company is raising its full year 2026 revenue guidance to 71% year-over-year growth.

Management Comments

A

Alex Karp

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. Momentum surged as we grew 85% last quarter—our highest-ever year-over-year growth rate—by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter, driven by our confidence in an accelerating U.S. market.

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