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PLTR filed its 10-Q; the most relevant disclosure change is unchanged Customer concentration: Customer I represented 27% of total accounts receivable as of September 30, 2026 and December 31, 2025; no customer represented more than 10% of total revenue for any period presented. Customer concentration: Customer I represented 27% of accounts_receivable.
Read source-backed brief20549 _________________________ FORM 8-K _________________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) November 2, 2026 _________________________ Palantir Technologies Inc.
Read source-backed briefPLTR filed its 10-Q; the most relevant disclosure change is expanded Purchase commitments (cloud hosting): Note 7 discloses a March 2026 amendment to a third-party cloud services agreement with at least $5.6 billion minimum spend over ten contract years through February 29, 2036, with annual minimums of $268 million to $979 million. All prior payment obligations un. Customer concentration: Customer I represented 27% of accounts_receivable; Top three customers represented 16% of revenue.
Read source-backed briefPalantir reported Q2 2026 revenue of $1.935 billion, up 93% Y/Y, with GAAP income from operations of $912 million (47% margin) and GAAP diluted EPS of $0.41. The company is raising its FY 2026 revenue guidance to $8.150-$8.158 billion, U.S. commercial revenue guidance to in excess of $3.424 billion (≥134% Y/Y), adjusted income from operations guidance to $4.889-$4.897 billion, and adjusted free cash flow guidance to $4.5-$4.7 billion. For Q3 2026, Palantir expects revenue of $2.160-$2.164 billion and adjusted in...
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