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Palantir Technologies (PLTR)
NASDAQ:PLTR
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.28Last Year’s EPS
0.13Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive performance driven by exceptional US demand and AI product momentum: record revenue growth, record TCV bookings, high net dollar retention, expanding profitability and large cash generation. The primary risks discussed are geographic concentration in the US, materially slower international commercial adoption (Europe/Canada), rising expense investments and dependence on outsized expansions at large customers. Management acknowledges adoption headwinds abroad but is guiding to continued robust growth and profitability in 2026.Company Guidance
Record Revenue Growth
Q4 revenue grew 70% year over year to $1.407 billion (19% sequential), the highest growth rate as a public company; full year 2025 revenue grew 56% YoY to $4.475 billion.
US Business Surge
US revenue surpassed $1 billion in the quarter, representing 77% of total revenue; US revenue grew 93% YoY and 22% sequentially, with US commercial revenue up 137% YoY (Q4 US commercial $507 million).
Rule of 40 & Profitability Expansion
Rule of 40 score reached 127 in Q4 (up 46 points YoY and 13 points QoQ); Q4 adjusted operating income was $798 million (57% adjusted operating margin); full year adjusted operating income $2.254 billion (50% margin).
Record TCV Bookings and Strength in Bookings
Closed highest-ever quarter of total contract value (TCV) at $4.3 billion, up 138% YoY; on a dollar-weighted duration basis TCV grew 166% YoY; commercial TCV in Q4 was $2.6 billion (161% YoY growth).
Customer Expansion & Strong Retention
Customer count grew 34% YoY to 954; trailing twelve‑month revenue from top 20 customers increased 45% YoY to $94 million per customer; net dollar retention was 139%, up 500 basis points QoQ.
Robust Cash Generation
Q4 cash from operations of $777 million and adjusted free cash flow of $791 million (55% and 56% margins respectively); full year adjusted free cash flow $2.27 billion (51% margin); cash, cash equivalents and short-term US treasuries of $7.2 billion.
Strong Guidance for 2026
Full year 2026 revenue guidance midpoint $7.19 billion (61% YoY growth); guidance includes adjusted income from operations of ~$4.13 billion and adjusted free cash flow of $3.925–4.125 billion.
Notable Customer Wins & Use-Case Scale
Large commercial expansions and new deals highlighted (e.g., utility expansion $7M to $31M ACV; energy $4M to >$20M ACV; new healthcare deal $96M; engineering services $80M); US Navy contract up to $448 million and multiple defense product deployments (Maven, Warp Speed, Ship OS).
Product Momentum — AIP, Hive Mind, AIFD, Warp Speed
AIP and associated technologies driving faster time-to-value (examples: SAP migrations in as little as two weeks with AIFD, 1+ billion API gateway requests/week, Maven rollouts and edge agent MAGE); customer testimonials reporting deep daily usage (Foundry used by 97% of employees at one customer).
PLTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PLTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 02, 2026 | $147.76 | $157.88 | +6.85% |
Nov 03, 2025 | $207.18 | $190.74 | -7.94% |
Aug 04, 2025 | $160.66 | $173.27 | +7.85% |
May 05, 2025 | $123.77 | $108.86 | -12.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Palantir Technologies (PLTR) report earnings?
Palantir Technologies (PLTR) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Palantir Technologies (PLTR) earnings time?
Palantir Technologies (PLTR) earnings time is at May 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PLTR EPS forecast?
PLTR EPS forecast for the fiscal quarter 2026 (Q1) is 0.28.
