amit
2026.08.03 21:36

$Palantir Tech(PLTR.US)

PALANTIR Q2 2026 EARNINGS:

- Revenue of $1.94B, +93% YoY

- U.S. Revenue of $1.573B, +115% YoY

- GAAP net income of $1.062B, +324% YoY

- Rule of 40 at 155%

- GAAP Net Income of +$1.062B, 55% margin

- Adjusted Free Cash Flow +$1.220B, 63% margin

- $9.2B in cash

- Raised FY guide to $8.15B, +82% YoY

This was, once again, the best quarter in Palantir's history.

These numbers are not just mind blowing, the execution to achieve these results is fundamentally separating Palantir from every single other company on Planet Earth.

The market wants to know AI will change the world, not just pump tokens for the sake of it.

Palantir is the company bridging the gap between the value that AI promises and the infrastructure needed to unlock it and these results highlight how seriously Palantir embraces the burden of value creation.

Congrats to all investors who have been on the journey and a big thank you to all the employees who have worked so hard to deliver the results needed to make AI meaningful in the real world.

Source: amit

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