BRIEFINGS · AI applications
Palantir raises its 2026 revenue forecast after second-quarter revenue grew 93%
Palantir says second-quarter revenue grew 93% to $1.935 billion, and it raised its 2026 revenue forecast to about $8.15 billion.
On 3 August 2026 Palantir, a US software company that sells data-analysis and AI tools to governments and businesses, reported second-quarter revenue of $1.935 billion, up 93%. US commercial revenue grew 149%. Palantir raised its 2026 revenue forecast to $8.150 to $8.158 billion and guided third-quarter revenue to $2.160 to $2.164 billion (Palantir results release filed with the SEC, 3 August 2026).
Why we file it. Palantir sells AI software, so a raised forecast shows customers still paying for it.
How we read it. Palantir's own numbers and forecast. No separate AI revenue figure. A weaker third quarter would change this.
Why it matters to you: customers paying for AI software helps show whether AI earns real money.
What this doesn't prove
Palantir's own figures and forecast. A forecast is not a result. No separate AI revenue figure.
Next fixture
- Third-quarter results against the forecast
- Any further forecast raise
- U.S. commercial revenue growth
Sources
Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.
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