secwatch.observer — SEC 8-K summary
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Issuer:     Palantir Technologies Inc. (PLTR)
CIK:        0001321655
Form:       8-K
Filed at:   2026-08-03T20:06:14+00:00
Accession:  0001321655-26-000039
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Palantir Q2 revenue up 93% YoY to $1.935B; raises FY2026 guidance, crushes consensus
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- U.S. commercial revenue surged 149% YoY to $764M; total revenue $1.935B (+93% YoY).
- GAAP net income $1.062B (55% margin); GAAP EPS $0.41, adjusted EPS $0.41.
- Raised FY2026 revenue guidance to $8.150-$8.158B (82% YoY growth); U.S. comm revenue guidance >$3.424B (+134%).
- Closed TCV $3.373B (+49% YoY); U.S. commercial RDV $6.238B (+124% YoY).
- Rule of 40 score 155%; adjusted income from operations margin 62%; cash from ops $1.216B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1321655/000132165526000039/0001321655-26-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1321655/000132165526000039/pltr-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001321655-26-000039

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer