Palantir's total revenue in the first quarter surged by 85%, scoring 145% on the "40 Rules" and comparing itself to NVIDIA

robot
Abstract generation in progress

According to Beating Monitoring, data analysis and AI software company Palantir released its fiscal year 2026 first quarter financial report. Due to accelerated demand in the U.S. market, the first quarter total revenue reached $1.63B, an 85% year-over-year increase, setting a record for the company’s highest growth rate. Among them, the core U.S. commercial revenue surged by 133% year-over-year.

In the “40 Rule” metric, which measures the comprehensive growth and profitability performance of software companies, Palantir’s score soared to 145% this quarter. CEO Alex Karp stated that this achievement has broken the norm, and currently only AI infrastructure giants like NVIDIA, Micron, and SK Hynix can match it.

Based on the strong performance in the first quarter, Palantir significantly raised its full-year 2026 guidance, expecting total annual revenue to reach between $7.65 billion and $7.66B, with an overall projected growth rate increased to 71%, and U.S. commercial revenue growth forecast raised to over 120%. This quarter, the company’s GAAP net profit reached $871 million, with a profit margin of 53%.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin