Understand Palantir through its earnings calls.
Twenty quarters, read one at a time and drawn into one interactive report. The company arc is updated after each earnings call.
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Read by an AI research agent, one call at a time.
What the market is watching
Palantir heads into Nov. 2 with a raised $8.15B full-year revenue outlook to meet
Palantir's August release reported Q2 revenue of $1.94B, up 93%, guided Q3 to $2.160–2.164B and raised U.S. commercial guidance to at least 134% growth. Into Nov. 2, the question is whether commercial (up 110% in Q2) keeps growing faster than government (up 79%).
How this report was made
- quarters read
- 20
- quarters read
- words of transcript
- 139.6K
- words of transcript
- of agent reading time
- 17 min
- of agent reading time
- of compute, free to you
- $7.44
- of compute, free to you
Questions the report answers
- How has management's description of U.S. commercial demand changed over five years of calls?
- How often has Palantir raised full-year guidance mid-year, and how has it explained gaps between guidance and results?
- How has the balance between government and commercial work been described as each segment's growth rate shifted?
01
20 calls, one at a time
Each earnings call is read on its own first: the numbers, the guidance, the tone, what was promised.
02
Notes, then the arc
The notes are drawn together into one story of how management's narrative actually moved — and where it didn't.
03
Fresh after every call
When a new call lands, the report updates and you get the new chapter in your inbox.