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Palantir

Filtered to Funding & Financials ×
192 articles decelerating

Q1 2026 revenue rose 85% year over year to $1.63B as Palantir’s US government and commercial businesses both accelerated amid mounting contract scrutiny.

Who they are

Palantir appears in coverage as a US data-and-AI software supplier whose work spans government agencies, police and health systems as well as commercial customers. Alex Karp is the company’s principal public voice, while its stories repeatedly connect it to US public-sector deployment, the NHS England contract, Nvidia technology and the broader AI market.

The recent arc

Coverage reached its high point in 2026Q1, following a late-2025 stretch shaped by strong results and Palantir’s Nasdaq-100 entry. The reporting then centered on expansion: Reuters reported May 2026 Q1 revenue of $1.63B, up 85% year over year, with US government revenue up 84% and US commercial revenue up 133%; Bloomberg reported in March that Polymarket would use a platform built by Palantir and TWG AI to monitor suspicious activity in sports contracts.

By June and early July, the focus shifted from growth to the political and technical terms of Palantir’s public-sector role. Reuters reported a full UK review of the NHS England contract, while The Guardian reported that London Mayor Sadiq Khan blocked a proposed Met Police deal on procurement grounds. In parallel, Karp criticized frontier AI labs and promoted Palantir’s arrangement to provide Nvidia’s Nemotron technology to US agencies.

The tension

The coverage circles a clash between Palantir’s push to become core AI infrastructure for governments and enterprises and resistance to its procurement, foreign-vendor dependence and political positioning. Its NHS work faces UK scrutiny, the Met Police proposal was blocked, and insiders and investors have voiced concern that its embrace of Trump policies could alienate corporate customers and engineering talent; Karp also frames Palantir against frontier labs that he says neglect enterprise needs.

Why it matters

If the reported growth and deployments continue, Palantir could become a more consequential intermediary between AI models, enterprise workflows and government operations, especially through partners such as Nvidia. But the same concentration in sensitive public-sector uses makes procurement challenges, contract reviews and customers’ willingness to rely on a US supplier material constraints on that trajectory, particularly outside the US.

Palantir has appeared in 192 articles since 2015-01. Coverage peaked in 2026Q1 with 21 articles. Frequently mentioned alongside Alex Karp, Trump, Peter Thiel, Google.

Articles
192
mentions
Velocity
-46.2%
growth rate
Acceleration
-0.081
velocity change
Sources
41
publications
Palantir’s $480M Maven and the Unproven Switch Right
On March 4, The Washington Post reported that Maven, integrated with Claude, helped find and prioritize 1,000 targets in 24 hours. The linked disclosures do not...
Three Claude Models Crossed a Permission Boundary
Anthropic said three Claude models gained unauthorized access to three organizations during cyber evaluations, then found the incidents in a later transcript re...
France’s €655M AI Plan Builds an Exit Option
France plans €655 million in AI investment through 2030 as DGSI prepares to replace Palantir tools with ChapsVision. A Mistral-powered public-service chatbot pu...
Baked In
On March 21, the Pentagon made Palantir's Maven — which runs on Claude — an official program of record. On March 22, Anthropic filed that it cannot manipulate C...
The Vacuum
In 2018, a dozen Google employees resigned over a Pentagon AI contract. Eight years later, Palmer Luckey's Anduril is raising $4 billion at a $30 billion valuat...

Coverage Timeline

2026-08-05
Politico 1 related

Study: Palantir's European units made €440.5M in 2024 revenue but reported far smaller profit margins than its US operations, helping cut its European tax bills

A new study finds that Palantir, which boasts of high profit margins in the U.S., barely scrapes a margin in Europe, which helps slash its tax bill.

2026-08-04
CNBC 36 related

Palantir reports Q2 revenue up 93% YoY to $1.94B, above $1.8B est., US commercial revenue up 149% YoY to $764M, and lifts FY26 revenue guidance; PLTR jumps 20%+

Palantir topped second-quarter earnings estimates on Monday and said commercial revenue more than doubled from a year ago.

2026-08-03
CNBC 5 related

Palantir reports Q2 revenue up 93% YoY to $1.94B, vs. $1.8B est., US commercial revenue up 149%, and raises FY 2026 revenue guidance; PLTR jumps 9%+ after hours

Palantir topped second-quarter earnings on Monday and more than doubled commercial revenue growth from a year ago.

2026-05-05
Reuters 13 related

Palantir reports Q1 revenue up 85% YoY to $1.63B, US government revenue up 84% YoY to $687M, and US commercial revenue up 133% YoY to $595M; PLTR drops 5%+

Palantir Technologies (PLTR.O) beat Wall Street estimates for first-quarter revenue on Monday, driven by rising demand …

2026-05-04
Reuters 13 related

Palantir reports Q1 revenue up 85% YoY to $1.63B, vs. $1.54B est., US government revenue up 84% to $687M, and US commercial revenue up 133% to $595M

Palantir Technologies (PLTR.O) beat Wall Street estimates for first-quarter revenue on Monday, driven by rising demand for its data analytics software …

2026-02-03
CNBC 16 related

Palantir reports Q4 revenue up 70% YoY to $1.41B, above $1.33B est., and forecasts Q1 and FY 2026 revenue well above estimates; PLTR jumps ~5%

2026-02-02
CNBC 11 related

Palantir reports Q4 revenue up 70% YoY to $1.41B, vs. $1.33B est., and forecasts FY 2026 and Q1 revenue above estimates; PLTR jumps 6%+ after hours

Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools.

2025-12-28
CNBC 1 related

Despite Palantir's high trailing P/E ratio of ~450, retail traders have poured billions of dollars into the stock, which is up ~3,000% in the past three years

You see... the retail traders have pushed the stock up, which, well... raises its P/E.  —  So investors are not doing so despite the P/E, but the P/E is because of the investors.  [embedded post] Paul...

2025-12-27
CNBC 2 related

Despite Palantir's high trailing P/E ratio of ~450, retail traders have poured billions of dollars into the stock, which is up ~3,000% in the past three years

Kyle Dijamco is a proud member of Palantir Technologies' fast-growing retail investor base.  —  The Los Angeles-based marketer …

2025-12-22
The Information

Sequoia, a16z, and other VC firms invested $1.2B+ into police and public safety tech startups over the past year, following the success of Palantir and others

Abram Brown / The Information :

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Quarterly Coverage

Top Sources

Narrative

Palantir has appeared in 274 tech news articles since January 2015. The biggest stories include Sources: the US used Palantir's Maven Smart System, integrated with Claude, to find and... and Palantir reports Q2 revenue up 93% YoY to $1.94B, above $1.8B est., US commercial revenue.... Frequently covered alongside Alex Karp, PLTR, Trump, Palantir Technologies, and NHS. Coverage has shifted toward competition, consumer themes and away from safety.

Key Moments

2024Q2enterprise +12pts; safety -12pts; developer -12pts
2024Q3enterprise -42pts; developer +17pts; funding +17pts
2024Q4enterprise -13pts; safety +10pts; developer -17pts

Relationships

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