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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mariana Mora | Bank of America | 14 questions · 14% challenging |
| Dan Ives | Wedbush Securities | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 14 questions · 14% challenging |
| Wedbush Securities | 1 analyst | 7 questions · 0% challenging |
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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.
Demand | Competitive Dynamics | Cloud & AI | Regulation Policy | Innovation & R&D | Product Launch | Capex Investment | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 1 | 1 | 1 | 1 | |||
| 2025Q1 | 2 | 1 | 1 | 1 | 1 | |||
| 2025Q2 | 1 | 2 | 1 | 1 | 1 | |||
| 2025Q3 | 3 | 1 | 1 | 1 | ||||
| 2025Q4 | 3 | 1 | 1 | |||||
| 2026Q1 | 2 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 2 | 2 | 1 | 3 | 3 | 2 |
| Competitive Dynamics | 2 | 1 | 3 | |||
| Cloud & AI | 1 | 1 | 1 | 1 | 1 | |
| Regulation Policy | 1 | 1 | 1 | 1 | 1 | |
| Innovation & R&D | 1 | 1 | 1 | |||
| Product Launch | 1 | 1 | ||||
| Capex Investment | 1 | |||||
| Geographic Expansion | 1 |
Calendar quarter Q1 2026Earnings call May 4, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Palantir Technologies (PLTR), FY2026 Q1: 10/10. Scores: Palantir Technologies’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: PLTR daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +84.7% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What PLTR and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we were at AIPCon Palantir's conference with SAP, Palantir and Accenture on stage saying we're going to develop those products.”
Accenture names Palantir an emerging ecosystem partner, acquiring capability to accelerate Palantir-based work and appearing jointly with Palantir and SAP to co-develop products.
“So we've really focused more on the application layer versus a Palantir of the world that's focusing more on the integration layer.”
Archer positions itself on the software application layer for airspace/ATC tools while framing Palantir as focused on the integration layer, a signal on where Palantir is playing in aviation-infrastructure software.
“Palantir, for example, 1 of our partners is participating in the Smart program.”
Archer names Palantir as a partner participating in the FAA's SMART program (a finalist per management), a signal for Palantir's expansion into air-traffic-control / national-airspace modernization software.
“we are building on our TriZetto product portfolio in a strategic partnership with Palantir to advance an outcomes-based intelligence platform that embeds AI-driven decisioning directly into health care operations.”
Cognizant is partnering with Palantir to embed AI decisioning into healthcare operations via its TriZetto portfolio, a named strategic-partner win for Palantir in health.
“Using Palantir's Foundry platform, we expanded our ontology, a digital map of our business that included our underwriting processes, workflows and data relationships.”
AIG built its underwriting ontology on Palantir's Foundry to orchestrate multi-agent AI; positive signal for Palantir as a core enterprise-AI partner.
“Thomas Cavanagh Construction—97% of their employees use Foundry every day”
Palantir cited Thomas Cavanagh Construction, where 97% of employees use Foundry daily, as evidence of legacy-software displacement by its platform.
“Ondas and World View expanded their work with Palantir Technologies Inc. to bring AIP to the stratosphere and build the operational backbone required to scale their missions.”
World View expanded its Palantir engagement, adopting AIP to scale its stratospheric missions.
“Ondas and World View expanded their work with Palantir Technologies Inc. to bring AIP to the stratosphere and build the operational backbone required to scale their missions.”
Ondas expanded its Palantir engagement, using AIP as the operational backbone to scale its high-altitude missions.
“Referencing our work with Motor and Freedom Mortgage, where we are revamping the end-to-end mortgage process with AIP”
Palantir is deploying AIP with Freedom Mortgage to revamp the end-to-end mortgage process.
“Referencing our work with Motor and Freedom Mortgage, where we are revamping the end-to-end mortgage process with AIP”
Palantir is revamping the end-to-end mortgage process with Motor using AIP, with the Motor chairman calling the partnership a reshaping of the industry.
“GE Aerospace deepened their partnership with Palantir Technologies Inc. last quarter to deploy agentic AI-powered solutions across their production system and military aviation supply chain, with a shared mission of ensuring that more aircraft remain available to train America's next generation of U.S. Air Force pilots.”
GE Aerospace expanded its Palantir partnership, deploying agentic AI across its production system and military aviation supply chain after a 26% engine-performance gain.
“As the AIG CEO noted in their recent earnings call, they are deploying AIP to implement a multi-agentic underwriting and claims solution comprised of purpose-built agents ingesting submissions, evaluating risk, benchmarking pricing, and detecting fraud, all coordinated through the ontology.”
Palantir highlighted AIG deploying its AIP platform for a multi-agentic underwriting and claims solution, a flagship insurance-sector use case.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PLTR Palantir Technologies | 10 | +84.7% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| IOT Samsara Inc. | 10 | +28.3% | |
| MDB MongoDB, Inc. | 9 | +26.8% | |
| MSFT Microsoft Corporation | 9 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PATH UiPath Inc. | 9 | +13.6% | |
| SNPS Synopsys | 7 | +65.5% | |
| TWLO Twilio Inc. | 10 | +20.0% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.9% |