Palantir Technologies Inc
F:PTX
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Palantir Technologies Inc
F:PTX
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Palantir Technologies Inc
Palantir Technologies builds software that helps organizations make sense of large, messy datasets and turn them into decisions. Its main products, Foundry and Gotham, connect data from many internal systems, let users search and analyze it in one place, and support planning, operations, and modeling. The company sells subscriptions and related services for access to this software. Its biggest customers are government agencies and large businesses that need to work with sensitive, complex information, such as defense, intelligence, manufacturing, healthcare, energy, and financial firms. In government, Palantir helps analysts and operators combine data for security, logistics, and mission planning. In the private sector, it helps companies manage supply chains, production, compliance, and other operational workflows. Palantir makes money mainly by charging customers for software licenses and platform access, often with contracts that expand as the software becomes part of daily operations. What makes its business model different is that it sits close to the core of a customer’s decision-making process, not just in a back-office analytics layer. Once embedded, its software can become a central system for how an organization uses data and coordinates work.
Palantir Technologies builds software that helps organizations make sense of large, messy datasets and turn them into decisions. Its main products, Foundry and Gotham, connect data from many internal systems, let users search and analyze it in one place, and support planning, operations, and modeling. The company sells subscriptions and related services for access to this software.
Its biggest customers are government agencies and large businesses that need to work with sensitive, complex information, such as defense, intelligence, manufacturing, healthcare, energy, and financial firms. In government, Palantir helps analysts and operators combine data for security, logistics, and mission planning. In the private sector, it helps companies manage supply chains, production, compliance, and other operational workflows.
Palantir makes money mainly by charging customers for software licenses and platform access, often with contracts that expand as the software becomes part of daily operations. What makes its business model different is that it sits close to the core of a customer’s decision-making process, not just in a back-office analytics layer. Once embedded, its software can become a central system for how an organization uses data and coordinates work.
Record growth: Palantir reported revenue growth of 85% year over year and 16% sequentially, its fastest overall growth rate as a public company.
U.S. surge: U.S. revenue crossed 100% growth for the first time since the DPO, rising 104% year over year, with U.S. commercial up 133% and U.S. government up 84%.
Guidance raised: Management lifted full-year 2026 revenue guidance to a midpoint of $7.656 billion and increased U.S. commercial, operating income, and free cash flow outlooks.
Margins strong: Adjusted operating margin reached 60%, GAAP net income was $871 million, and the company generated $925 million of adjusted free cash flow.
AI positioning: Executives repeatedly said Palantir wins by turning AI into production systems through AIP and the Ontology, not by selling “AI slop.”
Demand and backlog: Commercial bookings and remaining deal value stayed strong, with total remaining deal value up 98% year over year and U.S. commercial TCV bookings above $1 billion for a third straight quarter.
Defense momentum: Management highlighted growth in Maven, TITAN, ShipOS, and other defense programs, while saying U.S. national security remains the top priority when allocating resources.
Management
Peter Andreas Thiel is a prominent entrepreneur, venture capitalist, and philanthropist, known for his influential role in the technology industry. Born on October 11, 1967, in Frankfurt, Germany, Thiel's family immigrated to the United States when he was a child. He went on to attend Stanford University, where he earned a Bachelor of Arts in Philosophy and later a Juris Doctor degree from Stanford Law School. Thiel first gained significant attention in the tech world as a co-founder of PayPal in 1998, alongside other notable figures like Elon Musk and Max Levchin. As PayPal's CEO, Thiel helped build the company into a major player in the online payments industry, eventually leading to its acquisition by eBay in 2002. In 2004, Peter Thiel co-founded Palantir Technologies with Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings. Palantir is a data analytics and software company that serves government agencies, financial institutions, and large corporations by providing tools for data integration, visualization, and analysis. The company has been involved in numerous high-profile projects and contracts, particularly in the areas of defense and national security. Thiel is also recognized for his work as a venture capitalist. He was the first outside investor in Facebook, purchasing a 10.2% stake for $500,000 in 2004. His early investment in Facebook proved to be one of the most successful in the tech industry. Thiel is a partner at Founders Fund, a venture capital firm he co-founded, which has invested in a variety of technology startups. Beyond his business endeavors, Thiel is known for his philanthropic work and intellectual pursuits. He established the Thiel Fellowship, which encourages young entrepreneurs to pursue innovative projects instead of attending college. Thiel is also a vocal advocate for libertarian and conservative political causes and has authored and co-authored books on technology and society. Peter Thiel's influence extends across the technology, business, and political landscapes, making him one of the most notable figures in contemporary tech innovation and investment.
Thiel first gained significant attention in the tech world as a co-founder of PayPal in 1998, alongside other notable figures like Elon Musk and Max Levchin. As PayPal's CEO, Thiel helped build the company into a major player in the online payments industry, eventually leading to its acquisition by eBay in 2002.
In 2004, Peter Thiel co-founded Palantir Technologies with Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings. Palantir is a data analytics and software company that serves government agencies, financial institutions, and large corporations by providing tools for data integration, visualization, and analysis. The company has been involved in numerous high-profile projects and contracts, particularly in the areas of defense and national security.
Thiel is also recognized for his work as a venture capitalist. He was the first outside investor in Facebook, purchasing a 10.2% stake for $500,000 in 2004. His early investment in Facebook proved to be one of the most successful in the tech industry. Thiel is a partner at Founders Fund, a venture capital firm he co-founded, which has invested in a variety of technology startups.
Beyond his business endeavors, Thiel is known for his philanthropic work and intellectual pursuits. He established the Thiel Fellowship, which encourages young entrepreneurs to pursue innovative projects instead of attending college. Thiel is also a vocal advocate for libertarian and conservative political causes and has authored and co-authored books on technology and society.
Peter Thiel's influence extends across the technology, business, and political landscapes, making him one of the most notable figures in contemporary tech innovation and investment.
Dr. Alexander C. Karp is a prominent figure in the tech industry, best known as the co-founder and CEO of Palantir Technologies Inc., a public American software company that specializes in big data analytics. Dr. Karp was born on October 2, 1967, and grew up in Philadelphia, Pennsylvania. He pursued his undergraduate degree at Haverford College. Afterward, he obtained a Doctor of Jurisprudence (J.D.) from Stanford Law School, underscoring his academic interest in law. In addition to his legal education, Dr. Karp further pursued a Ph.D. in neoclassical social theory from the University of Frankfurt, where he studied under the renowned philosopher Jürgen Habermas. In 2003, Dr. Karp co-founded Palantir Technologies alongside Peter Thiel, Nathan Gettings, Joe Lonsdale, and Stephen Cohen. The company quickly became known for its sophisticated data integration and analytics platforms, used by government and commercial clients for intelligence, counter-terrorism, and complex data-driven decision-making challenges. Under Dr. Karp's leadership, Palantir has grown significantly, establishing itself as a key player in data-driven operations across various industries, notably in government and defense sectors. He is recognized for his unconventional management style, focus on transparency, and commitment to ethical considerations in technology. Dr. Karp is also known for his intellectual pursuits and advocacy for responsible AI and data usage policies. Despite leading a leading technology company, he often expresses concerns about Silicon Valley's impact on privacy and society. His unique perspectives and leadership continue to shape the trajectory of Palantir and its role in the tech landscape.
Dr. Karp was born on October 2, 1967, and grew up in Philadelphia, Pennsylvania. He pursued his undergraduate degree at Haverford College. Afterward, he obtained a Doctor of Jurisprudence (J.D.) from Stanford Law School, underscoring his academic interest in law. In addition to his legal education, Dr. Karp further pursued a Ph.D. in neoclassical social theory from the University of Frankfurt, where he studied under the renowned philosopher Jürgen Habermas.
In 2003, Dr. Karp co-founded Palantir Technologies alongside Peter Thiel, Nathan Gettings, Joe Lonsdale, and Stephen Cohen. The company quickly became known for its sophisticated data integration and analytics platforms, used by government and commercial clients for intelligence, counter-terrorism, and complex data-driven decision-making challenges.
Under Dr. Karp's leadership, Palantir has grown significantly, establishing itself as a key player in data-driven operations across various industries, notably in government and defense sectors. He is recognized for his unconventional management style, focus on transparency, and commitment to ethical considerations in technology.
Dr. Karp is also known for his intellectual pursuits and advocacy for responsible AI and data usage policies. Despite leading a leading technology company, he often expresses concerns about Silicon Valley's impact on privacy and society. His unique perspectives and leadership continue to shape the trajectory of Palantir and its role in the tech landscape.
Stephen Andrew Cohen is one of the co-founders of Palantir Technologies, a public American software company that specializes in big data analytics. He played a significant role in the development and growth of the company since its inception in 2003. Cohen, a highly skilled computer scientist, contributed to the creation of Palantir's core technologies used for analyzing and integrating large data sets. Educated at Stanford University, Cohen holds a degree in computer science, which laid the foundation for his technical expertise in software development and data handling. Within Palantir, he has taken on various critical roles and was integral in shaping the company's strategic vision. This vision focused on deploying technology in areas like intelligence, defense, finance, and health care to make sense of complex data. Cohen is recognized for his deep technical acumen and his ability to bridge the gap between complex data solutions and practical user applications. Throughout his career at Palantir, he has been pivotal in driving innovation, ensuring that the software developed met the high standards required by its clients, including government agencies and large corporations. His contributions have helped Palantir maintain its status as a leader in the analytics sector.
Educated at Stanford University, Cohen holds a degree in computer science, which laid the foundation for his technical expertise in software development and data handling. Within Palantir, he has taken on various critical roles and was integral in shaping the company's strategic vision. This vision focused on deploying technology in areas like intelligence, defense, finance, and health care to make sense of complex data.
Cohen is recognized for his deep technical acumen and his ability to bridge the gap between complex data solutions and practical user applications. Throughout his career at Palantir, he has been pivotal in driving innovation, ensuring that the software developed met the high standards required by its clients, including government agencies and large corporations. His contributions have helped Palantir maintain its status as a leader in the analytics sector.
David A. Glazer is a distinguished legal professional associated with Palantir Technologies Inc., where he serves as an integral part of the company's legal team. As a JD (Juris Doctor), he brings profound expertise in legal affairs, providing strategic guidance and support on a wide range of legal matters pertinent to Palantir's operations. His role often involves overseeing compliance, managing legal risks, and advising on the company's regulatory obligations. With a background rooted in law and technology, Glazer is instrumental in navigating the complex legal landscape of the tech industry, ensuring that Palantir adheres to all relevant legal standards and practices. His contributions are vital in maintaining the company's legal integrity and facilitating its growth within the legal frameworks governing the sector.
Shyam Sankar is a prominent executive at Palantir Technologies Inc., a public American software company specializing in big data analytics. He serves as the Chief Operating Officer (COO) of the company. Sankar joined Palantir in its early days and has been instrumental in its growth and international expansion. As COO, Shyam Sankar oversees global operations, directing the deployment and implementation of Palantir's powerful software platforms across various industries, including government, finance, healthcare, and more. His focus includes ensuring that the software meets the needs of clients in addressing complex data analysis challenges. Sankar is known for his advocacy of human-computer symbiosis, emphasizing the integration of human intelligence with machine processing to enhance decision-making processes. He has played a crucial role in fostering customer relationships and expanding Palantir's product reach across new sectors and applications. Before his time at Palantir, Shyam Sankar earned a bachelor's degree in electrical and computer engineering from Cornell University and a master's degree in management science and engineering from Stanford University. His educational background and keen interest in technology and operations have significantly influenced his professional path and leadership philosophy at Palantir.
As COO, Shyam Sankar oversees global operations, directing the deployment and implementation of Palantir's powerful software platforms across various industries, including government, finance, healthcare, and more. His focus includes ensuring that the software meets the needs of clients in addressing complex data analysis challenges.
Sankar is known for his advocacy of human-computer symbiosis, emphasizing the integration of human intelligence with machine processing to enhance decision-making processes. He has played a crucial role in fostering customer relationships and expanding Palantir's product reach across new sectors and applications.
Before his time at Palantir, Shyam Sankar earned a bachelor's degree in electrical and computer engineering from Cornell University and a master's degree in management science and engineering from Stanford University. His educational background and keen interest in technology and operations have significantly influenced his professional path and leadership philosophy at Palantir.
As of the latest available information, Ryan D. Taylor, J.D., serves as an executive at Palantir Technologies Inc. He holds the position of Chief Legal Officer (CLO) at Palantir, a public American software company that specializes in big data analytics. With a background in law, Ryan D. Taylor plays a critical role in overseeing the company's legal strategies, compliance, and regulatory affairs. His educational credentials include a Juris Doctor (J.D.) degree, which equips him with the expertise required to navigate the complex legal landscape surrounding technology and data privacy issues, significant in Palantir's line of work. In his position, Taylor is integral to guiding Palantir through various legal challenges and ensuring that their operations comply with all applicable laws and regulations. Palantir, co-founded by Peter Thiel in 2003, focuses on providing software solutions for integrating, managing, securing, and analyzing large amounts of data. The company's software is used by government and commercial clients around the world to make sense of complex data environments. Through his leadership, Taylor influences Palantir’s approach to legal matters and helps safeguard the company's interests in a rapidly evolving digital and regulatory landscape. His efforts contribute to maintaining Palantir's reputation and ensuring its continued growth and compliance.
His educational credentials include a Juris Doctor (J.D.) degree, which equips him with the expertise required to navigate the complex legal landscape surrounding technology and data privacy issues, significant in Palantir's line of work. In his position, Taylor is integral to guiding Palantir through various legal challenges and ensuring that their operations comply with all applicable laws and regulations.
Palantir, co-founded by Peter Thiel in 2003, focuses on providing software solutions for integrating, managing, securing, and analyzing large amounts of data. The company's software is used by government and commercial clients around the world to make sense of complex data environments.
Through his leadership, Taylor influences Palantir’s approach to legal matters and helps safeguard the company's interests in a rapidly evolving digital and regulatory landscape. His efforts contribute to maintaining Palantir's reputation and ensuring its continued growth and compliance.
Joseph Lonsdale is not from Palantir Technologies Inc.; however, he is a well-known entrepreneur and investor who co-founded Palantir Technologies. Born on September 12, 1982, Lonsdale graduated from Stanford University with a degree in computer science. At Palantir, he played a significant role in the company's early development and growth. Besides Palantir, Lonsdale is also known for his involvement in various ventures and investment projects. He co-founded the venture capital firm 8VC, which invests in transformative technology companies. Additionally, Lonsdale has been associated with other successful ventures, including Addepar, a financial technology company he founded, and OpenGov, which focuses on modernizing government financial operations. Through his work, Lonsdale has significantly impacted the tech and investment landscapes, becoming a prominent figure in Silicon Valley. His interests often lie in leveraging technology to solve big data problems and improve systems across industries.
He co-founded the venture capital firm 8VC, which invests in transformative technology companies. Additionally, Lonsdale has been associated with other successful ventures, including Addepar, a financial technology company he founded, and OpenGov, which focuses on modernizing government financial operations.
Through his work, Lonsdale has significantly impacted the tech and investment landscapes, becoming a prominent figure in Silicon Valley. His interests often lie in leveraging technology to solve big data problems and improve systems across industries.
Heather Planishek is an executive at Palantir Technologies Inc., known for her role within the company's leadership team. She is the Chief Legal and Business Affairs Officer at Palantir, where she oversees legal matters and plays a key role in business operations and strategy. She joined Palantir in 2013 and has since been instrumental in guiding the company through various legal and regulatory landscapes. Heather brings extensive experience from her background in law, having earned her degree from a reputable institution, and she combines this with her acumen in business affairs to support Palantir's mission and growth. Her work involves a significant focus on compliance, intellectual property, and corporate governance, contributing to Palantir's standing as a global leader in data analytics and software.
David B. MacNaughton is a seasoned Canadian diplomat and political strategist who has played a significant role in various sectors, including government and private enterprises. Before joining Palantir Technologies Inc., he was best known for serving as Canada's Ambassador to the United States from 2016 to 2019, where he was instrumental in renegotiating the North American Free Trade Agreement (NAFTA), leading to the new United States-Mexico-Canada Agreement (USMCA). Following his ambassadorship, MacNaughton joined Palantir Technologies Inc. as President of its Canadian operations in 2019. In this role, he has been responsible for expanding Palantir's presence in Canada, focusing on leveraging the company's data integration and analytical tools to solve complex problems across various sectors, including government, healthcare, and industry. With a background that combines public service, diplomacy, and private sector expertise, MacNaughton brings a wealth of experience to his role at Palantir, fostering connections and collaborations that align with the company's strategic goals in Canada and beyond. Before his diplomatic and corporate roles, MacNaughton had an extensive career in the private sector and public relations, and he played significant advisory roles within the Canadian government and in major political campaigns.
Following his ambassadorship, MacNaughton joined Palantir Technologies Inc. as President of its Canadian operations in 2019. In this role, he has been responsible for expanding Palantir's presence in Canada, focusing on leveraging the company's data integration and analytical tools to solve complex problems across various sectors, including government, healthcare, and industry.
With a background that combines public service, diplomacy, and private sector expertise, MacNaughton brings a wealth of experience to his role at Palantir, fostering connections and collaborations that align with the company's strategic goals in Canada and beyond.
Before his diplomatic and corporate roles, MacNaughton had an extensive career in the private sector and public relations, and he played significant advisory roles within the Canadian government and in major political campaigns.
Kevin Kawasaki is a prominent executive at Palantir Technologies Inc., a public American software company that specializes in big data analytics. While there may be multiple individuals by the name of Kevin Kawasaki, in the context of Palantir Technologies, he has been known to hold significant roles within the organization. Kevin Kawasaki has served as the Head of Business Development, contributing to Palantir's growth and expansion by forging strategic partnerships and helping to integrate Palantir's data solutions across various industries. His work involves collaborating with governments, businesses, and other organizations to leverage Palantir's platforms in order to drive data-driven decision-making. He is recognized for his expertise in the technology sector and his ability to communicate Palantir's capabilities to a broad audience. His efforts have been integral in securing key contracts and supporting the company's endeavors to solve complex problems through data analysis. Prior to his work at Palantir, Kevin Kawasaki garnered experience in finance and technology, which equipped him with the skills necessary for his leadership role at Palantir. Kawasaki's contributions have been vital in maintaining Palantir's status as a leading company in data analytics, influencing how organizations manage and interpret large-scale data for improved outcomes across various fields.
Kevin Kawasaki has served as the Head of Business Development, contributing to Palantir's growth and expansion by forging strategic partnerships and helping to integrate Palantir's data solutions across various industries. His work involves collaborating with governments, businesses, and other organizations to leverage Palantir's platforms in order to drive data-driven decision-making.
He is recognized for his expertise in the technology sector and his ability to communicate Palantir's capabilities to a broad audience. His efforts have been integral in securing key contracts and supporting the company's endeavors to solve complex problems through data analysis. Prior to his work at Palantir, Kevin Kawasaki garnered experience in finance and technology, which equipped him with the skills necessary for his leadership role at Palantir.
Kawasaki's contributions have been vital in maintaining Palantir's status as a leading company in data analytics, influencing how organizations manage and interpret large-scale data for improved outcomes across various fields.
