Palantir reports Q3 ‘26 US comm revenue growth of 148% Y/Y and revenue growth of 96% Y/Y; raises FY ’26 revenue guidance to 91% Y/Y growth and US comm revenue guidance to 143% Y/Y, crushing consensus expectations. US comm revenue accelerated to 29% growth Q/Q and was $984 million, up from $397 million a year ago and $179 million two years ago, and surpassed US government revenue for the first time ever. We also generated $1.128 billion in Q3 ‘26 GAAP net income, an increase of 137% Y/Y.

THE SOVEREIGN AI REVOLUTION IS IN FULL FORCE. We are helping our customers build superintelligence they own, with data they control. McCarthy Building fine-tuned Nemotron in Foundry on labeled RFI data in the Ontology to identify project risks before they escalate, outperforming frontier models at significantly lower cost. Tampa General is using sovereign AI to better protect patient data, keeping sensitive data and model processing local, and fine-tuning Nemotron models to classify LLM traffic against its own risk and privacy standards. NVIDIA is using Palantir AIP and Nemotron to accelerate its own supply chain, shortening the path from wafer to deployment, spotting disruptions before they hit production, and keeping its models under its control. L3Harris is bringing AI workflows in-house and building its own models trained on proprietary data to support critical defense use cases and the warfighter. Ondas is launching Regna AI on Palantir AIP, leveraging open-weight models including NVIDIA Nemotron, to help customers adapt, evaluate, and deploy mission-specialized AI while retaining control of their data, models, and infrastructure.

"I don't want to graduate into a world that has already changed and know that I had the opportunity to be a part of making that change. Instead, I would rather be a part of actually carrying the world over in that shift." Sahana Crawford explains why she joined the Meritocracy Fellowship.

Applications for the third year of the Meritocracy Fellowship are now open. We invite the best to study the enduring questions of civilization and help build the technologies that will shape its future. Based solely on merit, applicants will be invited for interviews. Successful Fellows will be eligible for full-time roles. Join us.

Casimir, we are here. Palantir is proud to attend the @WarsawForum. Europe should be ambitious about its technological capabilities and serious about its sovereignty. We share that ambition. For industry. For security. For Europe.

Palantir CEO Alex Karp with Polish President Karol Nawrocki in New York. Palantir stands with Poland, committed to supporting its national security and defense needs as we further extend our footprint in Central Europe.

Today @tom_watson joins Palantir. Tom has been working tirelessly to deliver better British public services for 40 years. Watch him talk to his new colleagues in London about how they do the same.

Palantir CEO Alex Karp on what model companies are really asking for when they call for regulation and why they will be nationalized. “It's a weird twist. They're asking for societal regulation to get out of the first line of defense, which is if you build a technology that can destroy 10% of the of the world, that has civil and criminal liability attached to it.” “The only way to deal with this kind of liability is to go to the government and say nationalize us, please.” "Another problem we have is seemingly everyone who understands this is on some payroll."

Palantir CEO Alex Karp outlines the Ontology's expanding value: capture your tribal knowledge, use it to fine-tune specialized models, and scale that alpha across your enterprise.

On April 7, 2023, Palantir launched its AIP Platform. The principles upon which it was built were critical then, and are determinative today: 1) Enterprises must stay sovereign. 2) Enterprises must keep and control their alpha. 3) Enterprises should pay for AI based on value created, and own what they pay for. Below we have bolded some particularly prescient sections from that letter:

On the 25th anniversary of 9/11, Palantir honors the nearly 3,000 lives lost, the families who carry their memory, and the heroes who ran toward danger. These heroes answered the call that day—and continue answering it by keeping America safe and strong today. We are grateful to all those who have defended our country and protected our freedoms, both then and now. We will never forget.

At AIPCon 11, Palantir CEO Alex Karp breaks down why Palantir stands apart from the parasitic software industrial complex, what we refuse to build, and how Sovereign AI deepens our alignment with our partners.

“Dr. Karp talks about chips and ontology. This is ontology for chips.” At AIPCon 11, @nvidia reveals how it is partnering with Palantir to build and run their supply chain on Palantir.