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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Palantir Technologies
Palantir Technologies (PLTR) investor relations material
Palantir Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary2 Nov, 2026
Executive summary
Q3 revenue was $2.313B, up 96% YoY and 20% sequentially; U.S. commercial revenue surpassed U.S. government revenue for the first time.
Sovereign AI adoption accelerated customer conversions and expansions, with management citing faster deployment and rising demand for workflow-level AI value.
Financial highlights
GAAP operating income was $1.085B at a 47% margin; GAAP net income was $1.128B at a 49% margin, versus $476M in Q3 2025.
Adjusted operating income was $1.427B at a 62% margin; adjusted EBITDA was $1.434B at a 62% margin.
GAAP diluted EPS and adjusted diluted EPS were both $0.44.
Adjusted gross margin was 85%; GAAP gross margin was 83%.
Cash from operations was $1.205B; adjusted free cash flow was $1.216B, with margins of 52% and 53%, respectively.
Outlook and guidance
Q4 2026 revenue guidance is $2.649B–$2.653B; adjusted income from operations guidance is $1.640B–$1.644B.
FY 2026 revenue guidance was raised to $8.530B–$8.534B, representing 91% YoY growth.
FY 2026 U.S. commercial revenue guidance was raised above $3.559B, implying growth of at least 143%; adjusted income from operations guidance was raised to $5.245B–$5.249B.
FY adjusted free cash flow guidance is $4.8B–$5.0B; GAAP operating income and net income are expected in each quarter of 2026.
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Latest events from Palantir Technologies
- AI-powered, sovereign supply chains and human-AI teaming are redefining operational excellence.PLTR
AIPCon 11 - Q2 2026 revenue jumped 93% to $1.94B, with 149% U.S. commercial growth and raised guidance.PLTRQ2 2026
- AIPCon 9 showed how AI and partnerships are transforming operations and accelerating outcomes across industries.PLTRAIPCon 9
- Directors and auditors re-elected; all stockholder proposals rejected; AI platform highlighted.PLTRAGM 2026
- Q1 2026 revenue rose 85% to $1.63B, net income reached $871M, and guidance was raised.PLTRQ1 2026
- Board recommends voting for directors, auditor, and executive pay, and against all shareholder proposals.PLTRProxy filing
- Board recommends director slate, auditor ratification, and opposes ESG proposals for 2026.PLTRProxy filing
- Q3 revenue up 30% year-over-year, U.S. revenue up 44%, and guidance raised on AI-driven growth.PLTRQ3 2024
- Q2 revenue up 27% year-over-year, GAAP net income $134M, and guidance raised for 2024.PLTRQ2 2024
Next Palantir Technologies earnings date
Q4 20261 Feb, 2027
Palantir Technologies
Next Palantir Technologies earnings date
Q4 20261 Feb, 2027
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Frequently asked questions
Specializing in big data analytics
Palantir Technologies is a software company that specializes in data analytics and provides solutions to government agencies, commercial organizations, and non-profit entities.
The company's software is used for a variety of purposes, including fraud detection, intelligence gathering, and crisis management.
Some of Palantir’s competitors include Splunk, Alteryx, and Cognizant.
The main business segments
Palantir operates through two main business segments:
Government. Providing software and data analytics solutions to government agencies, including intelligence and defense agencies, law enforcement, and healthcare organizations.
Commercial. Providing software solutions to commercial organizations, including financial institutions, energy companies, and healthcare providers.
Interesting facts about Palantir
Palantir was founded in 2003 and is headquartered in Denver, Colorado. The company has a global presence, with operations in over 20 countries.
Palantir's software has been used in a number of high-profile cases, including the capture of Osama bin Laden and the tracking of COVID-19 cases in the United States.
Another interesting fact about Palantir is that the company's co-founder, Peter Thiel, was an early investor in several successful tech startups, including Facebook (Meta) and also one of the founders of PayPal.
Additionally, Palantir has faced controversy over its work with government agencies, including protests from employees over the company's involvement with the US Immigration and Customs Enforcement agency.