Commercial PartnershipsUS Commercial could expand at a 33% CAGR to $5B+ based on new partnerships with Accenture, Databricks, and SAP, and broader enterprise adoption.
Defense Sector GrowthGovernment could expand at a 36% CAGR to $10B+ based on strong track record, new contract awards, secular shifts in defense spend favoring AI software, and defense prime competitors turned partners.
Government ContractsPalantir was awarded $135 million in ARR across 9 different government contracts for the second quarter, a major increase from $27 million in ARR in last year’s second quarter.