Palantir 2025Q4 report
Executive Summary: Palantir Q4 2025 Financial Results Palantir Technologies reported record-breaking results for Q4 2025, driven by an unprecedented acceleration in the U.S. Commercial sector fueled by AI Platform (AIP) adoption. Key Financial Metrics (Q4 2025) Segment Performance & Customer Growth FY 2026 Guidance (Crushing Consensus) Palantir issued a 2026 outlook that significantly exceeded market […]
Palantir – 2025Q3 report
As of January 2026, Palantir has released its Q3 2025 results (for the period ended September 30, 2025). This quarter was described by management as a “defining moment,” characterized by massive AI-driven acceleration. Below is the detailed summary in English: 1. Financial Performance Summary 2. Segment Analysis (The “US Engine”) The growth was almost entirely […]
Palantir – Competitions
Palantir’s technical moat is built on its ability to solve the Data-to-Decision gap, whereas most competitors focus on the Data-to-Insight gap. In 2026, the primary technical battleground has shifted from simple data storage to AI Agent Orchestration. 1. The Architectural Moat: Ontology vs. Relational Tables The fundamental technical differentiator is Palantir’s Ontology. While Snowflake and […]
Palantir – History
The history of Palantir Technologies can be broken down into four distinct phases, transitioning from a secretive government contractor to a major AI power. Phase 1: Foundation and Intelligence Roots (2003–2008) The company was founded in 2003 by Peter Thiel, Alex Karp, and others to apply PayPal’s fraud-detection logic to counter-terrorism. Core Technology: Human-Assisted Link […]