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Revenue by Segment
Analyzes revenue from different business segments, revealing strengths and potential growth areas within the company’s operations.Commercial revenue has accelerated sharply and is closing the gap with the historically larger government business, turning Palantir from a government-first vendor into a commercial-scale growth story—this shift explains the aggressive guidance bump and outsized commercial bookings tied to the AIP platform. Near-term upside hinges on scaling delivery: management cites capacity constraints and high U.S. concentration, so international expansion and execution on hiring are key to sustaining this momentum and reducing timing/appropriations risk.
Date | Government | Commercial |
|---|---|---|
Jun 30, 2026 | $990.00M | $945.00M |
Mar 31, 2026 | $858.00M | $774.00M |
Dec 31, 2025 | $730.00M | $677.00M |
Sep 30, 2025 | $633.00M | $548.00M |
Jun 30, 2025 | $553.00M | $451.00M |
Mar 31, 2025 | $487.00M | $397.00M |
Dec 31, 2024 | $455.00M | $372.00M |
Sep 30, 2024 | $408.00M | $317.00M |
Jun 30, 2024 | $371.00M | $307.00M |
Mar 31, 2024 | $335.00M | $299.00M |