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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Palantir Technologies (PLTR) is 10/10.
Palantir delivered record Q1 revenue growth of 85% year-over-year to $1.633 billion, with US revenue surpassing 100% growth for the first time. Adjusted operating margin reached 60%. Full-year 2026 revenue guidance was raised 10% to $7.656 billion midpoint, the largest raise ever. AIP platform dominance drove enterprise AI adoption with government AI demand accelerating across defense and civil. International commercial growth continued to lag US momentum.
Scored from Palantir Technologies’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $828M | +36.0% | $0.03 | -21.2% | 78.9% | 1.3% | 9.5% | $457M |
| FY2025 Q1 | $884M | +39.3% | $0.08 | +90.5% | 80.4% | 19.9% | 24.2% | $304M |
| FY2025 Q2 | $1.00B | +48.0% | $0.13 | +133.8% | 80.8% | 26.8% | 32.6% | $532M |
| FY2025 Q3 | $1.18B | +62.8% | $0.19 | +225.3% | 82.4% | 33.3% | 40.3% | $502M |
| FY2025 Q4 | $1.41B | +70.0% | $0.24 | +669.2% | 84.6% | 40.9% | 43.3% | $764M |
| FY2026 Q1 | $1.63B | +84.7% | $0.34 | +305.7% | 86.8% | 46.2% | 53.3% | $892M |
| FY2026 Q2 | $1.94B | +92.8% | $0.41 | +215.4% | 84.7% | 47.1% | 54.9% | $1.20B |