10-Q quarterly report · filed Aug 4, 2026

Palantir Technologies (PLTR) Q2 2026 10-Q Quarterly Report

Short answer

Palantir Technologies (PLTR) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $1.9B (up 92.8% year over year) with net income of $1.1B.

Q2 2026 key financials · XBRL

Revenue
$1.9B
+92.8% YoY · +18.6% QoQ
Net income
$1.1B
+225.0% YoY · +22.0% QoQ
Operating margin
47.1%
Gross margin
84.7%
EPS (diluted)
$0.41
+215.4% YoY · +20.6% QoQ

Source: XBRL data from the Palantir Technologies (PLTR) Q2 2026 10-Q on SEC EDGAR. USD.

Palantir Technologies Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $1.9B, up 93% YoY from $1.0B
  • Gross margin 85% vs 81% YoY; adjusted operating margin 62% vs 46%
  • Contribution margin 74% vs 64% YoY
  • Government revenue 52% and commercial revenue 48% of six-month revenue
  • Headwinds: government budget uncertainty, macroeconomic conditions, geopolitical tensions, and currency fluctuations

Risk Factors

  • Newly expanded geopolitical risk: U.S. and Israeli strikes on Iran and retaliatory strikes added to conflict disclosures
  • Regulatory risk: EU AI Act and FASA changes could affect operations, compliance costs, and quarterly results
  • Customer concentration: Top three customers represented 16% of six-month revenue through June 30, 2026
  • Contract realization risk: $11.2 billion remaining deal value subject to termination, unexercised options, and government budget delays
  • Operational risk: 4,401 employees supporting increasingly complex global deployments may strain systems and internal controls

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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