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Geoffrey Seiler, The Motley Fool
Thu, May 7, 2026 astatine 10:35 AM CDT 5 min read
Despite the market's absorption to Palantir Technologies (NASDAQ: PLTR) Q1 results, it was 1 of the astir awesome quarterly reports I've ever seen. The banal is present down much than 20% connected the year, but I foretell the institution volition go a trillion-dollar banal successful the coming years. It presently has a marketplace headdress of little than $350 billion.
Let's excavation into Palantir's Q1 results and wherefore it looks poised to beryllium a apical artificial quality (AI) banal successful the coming years.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected the 1 little-known company, called an "Indispensable Monopoly" providing the captious exertion Nvidia and Intel some need. Continue »
Palantir manages different blowout quarter
For the 11th consecutive quarter, Palantir's quarterly gross maturation accelerated, arsenic it continues to spot unthinkable momentum. During this stretch, its year-over-year maturation complaint went from 13% successful 2023's Q2 to 85% past quarter, up meaningfully from the 70% maturation complaint it posted successful Q4.
Its Q1 gross of $1.63 cardinal besides easy exceeded management's erstwhile forecast of $1.532 cardinal to $1.536 billion. Adjusted net per share, meanwhile, roseate from $0.12 to $0.33.
| Revenue growth | 13% | 17% | 20% | 21% | 27% | 30% | 36% | 39% | 48% | 63% | 70% | 85% |
Data source: Palantir.
U.S. commercialized gross erstwhile again acceptable the pace, fueled by accelerated lawsuit adoption and enlargement of its Artificial Intelligence Platform (AIP). U.S. commercialized gross surged 133% to $595 cardinal successful the quarter, portion U.S. commercialized remaining woody worth soared 112% to $4.92 billion. Meanwhile, it closed U.S. commercialized deals worthy $1.18 cardinal successful full declaration worth successful the quarter, a 45% year-over-year increase.
One of the astir eye-popping metrics from Palantir's study was its nett gross retention, which measures gross maturation from existing customers that person been with the institution for much than a year. This came successful astatine an unthinkable 150%, showing however rapidly existing customers are expanding with Palantir. Meanwhile, it besides continues to adhd caller customers, with its U.S. commercialized lawsuit number climbing by 42% twelvemonth implicit twelvemonth and 8% sequentially. Its wide lawsuit number roseate 31% twelvemonth implicit twelvemonth and 6% sequentially.
On the authorities broadside of its business, gross surged 76% twelvemonth implicit twelvemonth to $858 million. U.S. authorities gross skyrocketed 84% to $687 million. International authorities revenue, meanwhile, roseate by 51% to $172 million. Its planetary commercialized conception has not been a precocious priority, but its gross accrued 26% to $179 million.
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