Announcement • May 07
Palantir Technologies Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026 Palantir Technologies Inc. provided earnings guidance for the second quarter and full year 2026. For the period, the company expects revenue of between $1.797 billion to $1.801 billion.
For the full year, the company raised revenue guidance to between $7.650 billion to $7.662 billion and the continue to expect GAAP operating income and net income in each quarter of this year. Announcement • Apr 28
Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026 Palantir Technologies Inc., Annual General Meeting, Jun 03, 2026. Announcement • Apr 15
Palantir Technologies Inc. to Report Q1, 2026 Results on May 04, 2026 Palantir Technologies Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026 Announcement • Feb 12
Palantir Technologies Inc. Receives DISA Authorization for PFCS Forward, Extending IL5 and IL6 Accreditation to On-Premises and Edge Deployments Palantir Technologies Inc. announced that the Defense Information Systems Agency (DISA) has authorized Palantir Federal Cloud Service (PFCS) Forward, extending PFCS's existing Impact Level 5 and Impact Level 6 Provisional Authorizations to include on-premises and edge deployments. With this authorization, Palantir's technology stack, including its platforms--Apollo, Gotham, Foundation, and AIP--and underlying infrastructure like Rubix, can be deployed across any environment, from enterprise data centers to the tactical edge, on hardware of the customer's choosing. This hardware-agnostic approach gives U.S. Government customers a single, repeatable accreditation package that adapts to any architecture they require, whether a large-scale, on-premises data center deployment or a small form factor designed to be mobile and survivable in the back of a vehicle. PFCS Forward significantly accelerates the U.S. Government's ability to deploy multivendor architectures to the edge, critical for the survivability and resilience of mission-critical workloads. For industry partners, Palantir FedStart and Palantir's Mission Manager now unlock on-premises and edge deployment alongside cloud. The model is "authorize once, use many." PFCS Forward provides a Provisional Authorization (PA) package, including an eMASS record, inherited by every end customer. Customers using PFCS Forward can significantly reduce time to Authorization to Operate (ATO) by eliminating site-specific implementation, documentation, and assessment of software security controls. The authorization aligns with the Department of War's modernization priorities: streamlined authorization processes, accelerated software acquisition, and commercial solutions. By removing one of the biggest obstacles to rapid deployment, PFCS Forward enables the Department and its partners to move at mission speed. Announcement • Feb 03
Palantir Technologies Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026 Palantir Technologies Inc. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenue of between $1.532 - $1.536 billion.
For the year, the company expects revenue of between $7.182 - $7.198 billion. GAAP operating income and net income in each quarter of this year. Announcement • Jan 13
Palantir Technologies Inc. to Report Q4, 2025 Results on Feb 02, 2026 Palantir Technologies Inc. announced that they will report Q4, 2025 results After-Market on Feb 02, 2026 New Risk • Jan 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Board Change • Dec 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Eric Woersching was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Dec 04
Palantir Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and NVIDIA Palantir Technologies Inc.unveiled Chain Reaction, the operating system for American AI infrastructure. The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout, and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by accelerating the AI buildout with energy producers, power distributors, data centers and infrastructure builders to: Transform aging power generation into high-uptime resources capable of meeting AI’s massive demand; Stabilize and expand the power grid to meet surging demand from data centers and electrification; Accelerate construction of new generation, transmission, and compute capacity; Enable the design, development, and reproducibility of future hyperscale data centers supporting AI workloads Chain Reaction’s founding partners include CenterPoint Energy and NVIDIA. Announcement • Nov 21
Palantir Achieves Information Security Registered Assessors Program Protected Level, Unlocking New Opportunities in Australia Palantir Technologies Inc. announced it has achieved the IRAP PROTECTED level under the Australian Information Security Registered Assessors Program (IRAP), further enabling Australian government agencies and commercial organizations to leverage Palantir Foundry with confidence. IRAP assessment completion at the PROTECTED level is a key requirement for organizations working with Australian government agencies. Palantir's achievement enables a broader set of Australian customers to leverage Palantir's platforms--while meeting stringent national security and privacy standards. The assessment was conducted by an independent third-party IRAP assessor in accordance with the requirements set forth by the Australian Signals Directorate (ASD). Palantir Platform Australia (PPA) delivers advanced cloud services--including Foundry and AIP--hosted in Australian Amazon Web Services (AWS) regions and designed to meet the needs of both government and commercial customers. Announcement • Oct 27
Red Cat Holdings, Inc. Successfully Completes Flight Testing of Palantir's VNav Software on Black Widow™? Drone Red Cat Holdings, Inc. announced the successful flight testing of its Black Widow™? drone equipped with Palantir Technologies Inc. Visual Navigation (VNav) Software. The test demonstrated that the Black Widow™? drone, currently part of the U.S. Army's Short Range Reconnaissance (SRR) program of record, can navigate in GPS-denied conditions using Palantir's visual-based navigation software. This marks the first known commercial demonstration of visual navigation software on a drone already accepted into a U.S. Army program. VNav uses edge-based sensor fusion to generate real-time position estimates from visual cues and inertial data, enabling navigation in denied or degraded environments. Over a multi-day series of tests, Red Cat and Palantir engineers evaluated VNav across nominal and GPS-denied conditions, including high-speed and low-altitude flights. The testing sequence validated: Full integration of VNav with the Black Widow™? flight controller, including compatibility with GPS-assisted operation; Accurate navigation in simulated GPS-denied environments; Reliable operation at altitudes as low as 150 feet AGL and speeds up to 16 mph; Robust performance in twilight and extremely low-light conditions; A simulated reconnaissance mission with dynamic flight parameters, completed successfully without GPS or human input. These results helped define a preliminary performance envelope for VNav on the Black Widow system. The final mission demonstrated VNav's ability to navigate a complete ISR mission profile, including cruising to a target, describing for surveillance, flying local waypoints, and returning, all without GPS and with continuous additional awareness. Palantir engineers reported that VNav achieved a mean positional error of approximately 7 meters over a 2.7-kilometer route. No additional hardware was required for any of the flights, as VNav runs entirely on the Black Widow's existing onboard sensors. Red Cat and Palantir are working toward a formal Army demonstration and full productized VNav capability for all field Black Widow systems. Announcement • Oct 14
Palantir Technologies Inc. to Report Q3, 2025 Results on Nov 03, 2025 Palantir Technologies Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025 Board Change • Aug 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Eric Woersching was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Jul 15
Palantir Technologies Inc. to Report Q2, 2025 Results on Aug 04, 2025 Palantir Technologies Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025 Announcement • Apr 28
Palantir Technologies Inc., Annual General Meeting, Jun 05, 2025 Palantir Technologies Inc., Annual General Meeting, Jun 05, 2025. Announcement • Apr 15
Palantir Technologies Inc. to Report Q1, 2025 Results on May 05, 2025 Palantir Technologies Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025 Announcement • Mar 14
R1 Launches 'R37' an AI Lab to Transform Healthcare Financial Performance in Exclusive Partnership with Palantir R1 and Palantir Technologies have partnered to launch R37, an advanced AI lab dedicated to revolutionizing healthcare financial performance. By combining R1's deep category expertise in payer-provider dynamics and proprietary technology capabilities with Palantir's cutting-edge AI tools, the lab will develop intelligent automation solutions to address the most pressures in healthcare reimbursement at an impressive speed and scale. Administration costs now account for more than 40% of U.S. hospital expenses, with over $160 billion spent annually on RCM. As providers face escalating economic pressures and complex payer relationships, AI-native solutions have become a necessity. R37 will drive comprehensive automation in revenue cycle operations,reengineering labor-intensive processes such as coding, billing, and denials management to significantly improve efficiency, accuracy, and cash flow for healthcare organizations. R1's extensive reach--serving 94 of the top 100 U.S. health systems--uniquely positions it to transform RCM. R1 has been supporting automated revenue cycle workflows at scale across the largest repository of proprietary RCM structured and unstructured data. The repository includes: 180 million+ annual payer transactions, 550 million annual patient encounters, 20,000 proprietary payment algorithms, and 1.2 billion annual workflow actions. By integrating Palantir's AI tools and capabilities with R1's existing technology and domain expertise, R37 can unlock faster, more precise scalable reimbursement outcomes. The lab has been operational for months and has been producing AI-powered agentic applications that are already driving transformational benefits in initial batch testing. R1 expects to deploy comprehensive 'agentic RCM worker' solutions to a group of enterprise customers in the second half of 2025. Announcement • Mar 02
Palantir Technologies Inc. Announces Executive Changes Palantir Technologies Inc. announced that David Glazer, Chief Financial Officer and Treasurer of Palantir Technologies Inc. (the “Company”), assumed the responsibilities of principal accounting officer on an interim basis, effective February 25, 2025 following the resignation of Heather Planishek as Chief Accounting Officer of the Company. On February 27, 2025, the Board of Directors of the Company (the “Board”) welcomed back Jeffrey Buckley as the Chief Accounting Officer of the Company and designated him as the principal accounting officer, to be effective on March 24, 2025 (the “Effective Time”). In connection with Mr. Buckley’s appointment, Mr. Glazer will cease to be the principal accounting officer of the Company, but will continue his role as Chief Financial Officer and Treasurer, following the Effective Time. Mr. Buckley, age 41, most recently served as the Chief Accounting Officer of Human Interest, a private financial services company. Prior to joining Human Interest, Mr. Buckley worked at the Company as Chief Accounting Officer from September 2020 through February 2023 and prior to that, worked in various capacities at Zynga, serving as Chief Accounting Officer from 2017 to September 2020. Mr. Buckley is also a Certified Public Accountant. Announcement • Feb 04
Palantir Technologies Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025 Palantir Technologies Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expected revenue of between $858 to $862 million.
For the year, the company expected revenue of between $3.741 to $3.757 billion. Announcement • Jan 15
Palantir Technologies Inc. to Report Q4, 2024 Results on Feb 03, 2025 Palantir Technologies Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 03, 2025 Board Change • Dec 30
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 3 experienced directors. 3 highly experienced directors. Co-Founder, CEO & Director Alex Karp is the most experienced director on the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 05
Third quarter 2024 earnings released: EPS: US$0.064 (vs US$0.033 in 3Q 2023) Third quarter 2024 results: EPS: US$0.064 (up from US$0.033 in 3Q 2023). Revenue: US$725.5m (up 30% from 3Q 2023). Net income: US$143.5m (up 101% from 3Q 2023). Profit margin: 20% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Oct 30
Now 21% undervalued Over the last 90 days, the stock has risen 70% to €40.50. The fair value is estimated to be €51.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 23% per annum over the same time period. Announcement • Oct 15
Palantir Technologies Inc. to Report Q3, 2024 Results on Nov 04, 2024 Palantir Technologies Inc. announced that they will report Q3, 2024 results After-Market on Nov 04, 2024 Announcement • Aug 06
Palantir Technologies Inc. Revises Revenue Guidance for the Full Year 2024 Palantir Technologies Inc. revised revenue guidance for the full year 2024. For the year, the company is raising its revenue guidance to between $2.742 billion - $2.750 billion. Reported Earnings • Aug 06
Second quarter 2024 earnings released: EPS: US$0.06 (vs US$0.013 in 2Q 2023) Second quarter 2024 results: EPS: US$0.06 (up from US$0.013 in 2Q 2023). Revenue: US$678.1m (up 27% from 2Q 2023). Net income: US$134.1m (up 377% from 2Q 2023). Profit margin: 20% (up from 5.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Aug 06
Palantir Technologies Inc. Provides Earnings Guidance for the Third Quarter of 2024 Palantir Technologies Inc. provided earnings guidance for the third quarter of 2024. For the quarter, the company expects revenue of between $697 million - $701 million. Announcement • Jul 16
Palantir Technologies Inc. to Report Q2, 2024 Results on Aug 05, 2024 Palantir Technologies Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 05, 2024 Buy Or Sell Opportunity • Jul 16
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to €26.52. The fair value is estimated to be €22.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Announcement • May 08
Palantir Technologies Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2024 Palantir Technologies Inc. provided earnings guidance for the second quarter and full year of 2024. For the quarter, the company expects revenue of between $649 – $653 million.For the year, the company expects Revenue of between $2.677– $2.689 billion. Reported Earnings • May 07
First quarter 2024 earnings released: EPS: US$0.048 (vs US$0.008 in 1Q 2023) First quarter 2024 results: EPS: US$0.048 (up from US$0.008 in 1Q 2023). Revenue: US$634.3m (up 21% from 1Q 2023). Net income: US$105.5m (up US$88.7m from 1Q 2023). Profit margin: 17% (up from 3.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • Apr 28
Palantir Technologies Inc., Annual General Meeting, Jun 05, 2024 Palantir Technologies Inc., Annual General Meeting, Jun 05, 2024, at 08:00 Mountain Standard Time. Agenda: To elect seven directors to hold office until next annual meeting of stockholders and until their respective successors are elected and qualified; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for our fiscal year ending December 31, 2024; and to consider other business matters. Announcement • Apr 16
Palantir Technologies Inc. to Report Q1, 2024 Results on May 06, 2024 Palantir Technologies Inc. announced that they will report Q1, 2024 results After-Market on May 06, 2024 Announcement • Mar 06
Palantir to Unveil New Customers at Oversubscribed AIPCon Palantir Technologies Inc. announced that more than 60 customers will showcase their work in Palantir’s Artificial Intelligence Platform (AIP) at its upcoming AIPCon, including the unveiling of 20+ new customers & partners. The conference will be live streamed on March 7, 2024 on Palantir’s YouTube channel. The company introduced AIP in mid-2023, and later that year introduced AIP Bootcamps, Palantir’s hands-on-keyboard acceleration program for customers to go from zero to use case in a matter of hours. Since launching, nearly 850 AIP Bootcamps have been completed in the United States and around the world - with concentrations of customers in Detroit, Chicago, New York City, Washington D.C., and more. In addition to showcasing the impact of AIP on their business, customers at AIPCon will lead their own AIP Bootcamps. Speakers include 20+ newly-announced customers and partners — including Lennar, General Mills, Lowe’s, Cone Health, CSX, OpenAI, CAZ Investments, Parts Town, 8VC, and many others. Announcement • Feb 06
Palantir Technologies Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024 Palantir Technologies Inc. provided earnings guidance for the first quarter and full year of 2024. For the first quarter, the company expects revenue of between $612 million to $616 million.For the full year, the company expects revenue of between $2.652 billion to $2.668 billion. Reported Earnings • Feb 06
Full year 2023 earnings released: EPS: US$0.098 (vs US$0.18 loss in FY 2022) Full year 2023 results: EPS: US$0.098 (up from US$0.18 loss in FY 2022). Revenue: US$2.23b (up 17% from FY 2022). Net income: US$209.8m (up US$583.5m from FY 2022). Profit margin: 9.4% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Announcement • Jan 17
Palantir Technologies Inc. to Report Q4, 2023 Results on Feb 05, 2024 Palantir Technologies Inc. announced that they will report Q4, 2023 results After-Market on Feb 05, 2024 Buying Opportunity • Nov 25
Now 22% undervalued Over the last 90 days, the stock is up 32%. The fair value is estimated to be €22.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 35% per annum over the same time period. Buying Opportunity • Nov 06
Now 23% undervalued Over the last 90 days, the stock is up 8.7%. The fair value is estimated to be €21.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 35% per annum over the same time period. Announcement • Nov 04
Palantir Technologies Inc. Provides Earnings Guidance for the Fourth Quarter of 2023 and Revises Earnings Guidance for the Full Year 2023 Palantir Technologies Inc. provided earnings guidance for the fourth quarter of 2023 and revised earnings guidance for the full year 2023. For the fourth quarter of 2023, the company expects revenue in the range of between $599 million - $603 million. For the full year 2023, the company is raising its revenue guidance to between $2.216 billion - $2.220 billion. The company continues to expect GAAP net income in each quarter of the year 2023. Announcement • Nov 03
Palantir Technologies Inc. Revises Earnings Guidance for the Full Year 2023 Palantir Technologies Inc. revised earnings guidance for the full year 2023. For the full year 2023, the company is raising its revenue guidance to between $2.216 billion - $2.220 billion. The company continues to expect GAAP net income in each quarter of the year 2023. Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$0.033 (vs US$0.06 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.033 (up from US$0.06 loss in 3Q 2022). Revenue: US$558.2m (up 17% from 3Q 2022). Net income: US$71.5m (up US$195.4m from 3Q 2022). Profit margin: 13% (up from net loss in 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Oct 13
Now 20% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be €21.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 69%. Announcement • Oct 13
Palantir Technologies Inc. to Report Q3, 2023 Results on Nov 02, 2023 Palantir Technologies Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023 Announcement • Aug 09
Palantir Technologies Inc. Provides Revenue Guidance for the Third Quarter and for the Full Year 2023 Palantir Technologies Inc. provided revenue guidance for the third quarter and for the full year 2023. For the quarter, the company expects revenue of between $553 - $557 million.For the Period, the company raising revenue guidance to in excess of $2.212 billion. Reported Earnings • Aug 08
Second quarter 2023 earnings released: EPS: US$0.013 (vs US$0.087 loss in 2Q 2022) Second quarter 2023 results: EPS: US$0.013 (up from US$0.087 loss in 2Q 2022). Revenue: US$533.3m (up 13% from 2Q 2022). Net income: US$28.1m (up US$207.5m from 2Q 2022). Profit margin: 5.3% (up from net loss in 2Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Announcement • Aug 08
Palantir Technologies Inc. (NYSE:PLTR) announces an Equity Buyback for $1,000 million worth of its shares. Palantir Technologies Inc. (NYSE:PLTR) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its outstanding Class A common stock. Announcement • Jul 18
Palantir Technologies Inc. to Report Q2, 2023 Results on Aug 07, 2023 Palantir Technologies Inc. announced that they will report Q2, 2023 results After-Market on Aug 07, 2023 Reported Earnings • May 09
First quarter 2023 earnings released: EPS: US$0.008 (vs US$0.05 loss in 1Q 2022) First quarter 2023 results: EPS: US$0.008 (up from US$0.05 loss in 1Q 2022). Revenue: US$525.2m (up 18% from 1Q 2022). Net income: US$16.8m (up US$118.2m from 1Q 2022). Profit margin: 3.2% (up from net loss in 1Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Announcement • May 09
Palantir Technologies Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2023 Palantir Technologies Inc. provided earnings guidance for the second quarter and full year of 2023. For the quarter, the company expects revenue of between $528 - $532 million. For the year, the company expects Revenue of between $2.185 - $2.235 billion. Announcement • Feb 14
Palantir Technologies Inc. Provides Financial Guidance for the First Quarter and Full Year of 2023 Palantir Technologies Inc. provided financial guidance for the first quarter and full year of 2023. For the first quarter, the company expects revenue of between $503- $507 million. For the full year, the company expects revenue of between $2,180 - $2,230 million. Reported Earnings • Feb 14
Full year 2022 earnings released: US$0.18 loss per share (vs US$0.27 loss in FY 2021) Full year 2022 results: US$0.18 loss per share (improved from US$0.27 loss in FY 2021). Revenue: US$1.91b (up 24% from FY 2021). Net loss: US$373.7m (loss narrowed 28% from FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Announcement • Feb 03
Palantir Technologies Inc. Announces Executive Changes On January 29, 2023, Jeffrey Buckley, Chief Accounting Officer, announced his decision to step down from his position as Chief Accounting Officer, effective at 12:01 a.m. Mountain Standard Time one business day after the public filing of Palantir Technologies Inc.'s Annual Report on Form 10-K for the fiscal year ended December 31, 2022 with the Securities and Exchange Commission. Following the Effective Time, Mr. Buckley will continue as an employee of Palantir for a period of time to assist with the transition, after which he is expected to continue as an advisor to Palantir. On January 29, 2023, Palantir's Board of Directors (the Board") appointed Heather Planishek to succeed Mr. Buckley as Palantir's Chief Accounting Officer and designated her as the principal accounting officer, effective immediately following the Effective Time. Ms. Planishek, age 39, joined Palantir in August 2016 and has served as Controller since September 2020, prior to which she led Palantir's financial reporting and technical accounting team. Before joining Palantir, Ms. Planishek's background included SEC reporting and technical accounting at Hewlett Packard Enterprise and public accounting at Ernst & Young LLP. In addition, on January 29, 2023, the Board appointed Shyam Sankar, previously Palantir's Chief Operating Officer and Executive Vice President, to the new role of Chief Technology Officer and Executive Vice President in line with his current focus on leading product development across Gotham, Foundry and Apollo, as well as early-stage efforts in research and development. In addition, on January 29, 2023, the Board appointed Ryan Taylor, previously Palantir's Chief Legal and Business Affairs Officer, to the new role of Chief Revenue Officer and Chief Legal Officer, reflecting his focus on sales and revenue growth as well as his continuing leadership of Palantir's legal team. Announcement • Jan 25
Palantir Technologies Inc. to Report Q4, 2022 Results on Feb 13, 2023 Palantir Technologies Inc. announced that they will report Q4, 2022 results After-Market on Feb 13, 2023 Announcement • Jan 10
Palantir Introduces Quality Management System for Life Sciences Palantir Technologies Inc. announced the launch of a fit-for-purpose Quality Management System to help its life sciences customers using the Foundry platform meet GxP requirements. With this new offering, Palantir is now positioned to help life sciences customers with their most critical workflows, including end-to-end analysis of clinical data. A top-5 global pharmaceutical company classified an instance of Palantir Foundry as GxP qualified late last year, showcasing Foundry's ability to provide a single, integrated platform to help accelerate the timeline to therapeutic launch, from translation research through GxP-validated primary submission, secondary analysis, and real-world studies. Several additional major pharmaceutical and contract research organizations are currently using Palantir's QMS for platform certification. Palantir Foundry is designed to help transform the way organizations operate by creating a central operating system for their data, leading to better data-driven decision making. With Palantir's GxP qualification package, life sciences customers can now take advantage of the same power and flexibility of Foundry while maintaining compliance to 21 CFR Part 11 regulations. Breakeven Date Change • Nov 17
Forecast to breakeven in 2024 The 13 analysts covering Palantir Technologies expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 46% per year to 2023. The company is expected to make a profit of US$12.6m in 2024. Average annual earnings growth of 72% is required to achieve expected profit on schedule. Board Change • Nov 16
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. 3 highly experienced directors. Co-Founder, CEO & Director Alex Karp is the most experienced director on the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 08
Third quarter 2022 earnings released: US$0.06 loss per share (vs US$0.052 loss in 3Q 2021) Third quarter 2022 results: US$0.06 loss per share (further deteriorated from US$0.052 loss in 3Q 2021). Revenue: US$477.9m (up 22% from 3Q 2021). Net loss: US$123.9m (loss widened 21% from 3Q 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Breakeven Date Change • Nov 08
Forecast to breakeven in 2024 The 13 analysts covering Palantir Technologies expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 50% per year to 2023. The company is expected to make a profit of US$18.0m in 2024. Average annual earnings growth of 73% is required to achieve expected profit on schedule. Breakeven Date Change • Aug 09
No longer forecast to breakeven The 13 analysts covering Palantir Technologies no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$51.9m in 2024. New consensus forecast suggests the company will make a loss of US$25.0m in 2024. Breakeven Date Change • May 11
No longer forecast to breakeven The 10 analysts covering Palantir Technologies no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$51.9m in 2024. New consensus forecast suggests the company will make a loss of US$25.0m in 2024. Reported Earnings • May 10
First quarter 2022 earnings released: US$0.05 loss per share (vs US$0.068 loss in 1Q 2021) First quarter 2022 results: US$0.05 loss per share (up from US$0.068 loss in 1Q 2021). Revenue: US$446.4m (up 31% from 1Q 2021). Net loss: US$101.4m (loss narrowed 18% from 1Q 2021). Over the next year, revenue is forecast to grow 30%, compared to a 14% growth forecast for the industry in Germany. Board Change • Apr 27
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. 3 highly experienced directors. Co-Founder, CEO & Director Alex Karp is the most experienced director on the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Buying Opportunity • Apr 21
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 4.0%. The fair value is estimated to be €14.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 68% in 2 years. Earnings is forecast to grow by 67% in the next 2 years. Board Change • Apr 11
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. 3 highly experienced directors. Co-Founder, CEO & Director Alex Karp is the most experienced director on the board, commencing their role in 2003. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Breakeven Date Change • Feb 22
Forecast to breakeven in 2024 The 10 analysts covering Palantir Technologies expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 57% per year to 2023. The company is expected to make a profit of US$51.9m in 2024. Average annual earnings growth of 89% is required to achieve expected profit on schedule. Reported Earnings • Feb 18
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: US$0.27 loss per share (up from US$1.19 loss in FY 2020). Revenue: US$1.54b (up 41% from FY 2020). Net loss: US$520.4m (loss narrowed 55% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 14% growth forecast for the industry in Germany. Recent Insider Transactions • Nov 16
Independent Director recently sold €498k worth of stock On the 11th of November, Spencer Rascoff sold around 25k shares on-market at roughly €19.94 per share. In the last 3 months, they made an even bigger sale worth €2.2m. Insiders have been net sellers, collectively disposing of €55m more than they bought in the last 12 months. Reported Earnings • Nov 10
Third quarter 2021 earnings released: US$0.052 loss per share (vs US$0.94 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$392.1m (up 36% from 3Q 2020). Net loss: US$102.1m (loss narrowed 88% from 3Q 2020). Recent Insider Transactions • Sep 04
Independent Director recently sold €2.2m worth of stock On the 31st of August, Spencer Rascoff sold around 100k shares on-market at roughly €22.18 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €211m more than they bought in the last 12 months. Reported Earnings • Aug 13
Second quarter 2021 earnings released: US$0.073 loss per share (vs US$0.17 loss in 2Q 2020) The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$375.6m (up 49% from 2Q 2020). Net loss: US$138.6m (loss widened 26% from 2Q 2020). Breakeven Date Change • Jul 16
No longer forecast to breakeven The 10 analysts covering Palantir Technologies no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$50.3m in 2022. New consensus forecast suggests the company will make a loss of US$102.2m in 2022. Reported Earnings • May 13
First quarter 2021 earnings released: US$0.069 loss per share (vs US$0.13 loss in 1Q 2020) The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$341.2m (up 42% from 1Q 2020). Net loss: US$123.5m (loss widened 50% from 1Q 2020). Recent Insider Transactions • Feb 26
COO & Executive VP recently sold €2.5m worth of stock On the 22nd of February, Shyam Sankar sold around 108k shares on-market at roughly €23.42 per share. This was the largest sale by an insider in the last 3 months. Shyam has been a seller over the last 12 months, reducing personal holdings by €32m. Reported Earnings • Feb 19
Full year 2020 earnings released: US$1.19 loss per share (vs US$1.02 loss in FY 2019) The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$1.09b (up 47% from FY 2019). Net loss: US$1.17b (loss widened 98% from FY 2019). Analyst Estimate Surprise Post Earnings • Feb 19
Revenue beats expectations Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 35%, compared to a 32% growth forecast for the Software industry in Germany. Is New 90 Day High Low • Jan 26
New 90-day high: €27.40 The company is up 202% from its price of €9.07 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.19 per share. Announcement • Jan 14
Palantir Technologies Inc to Deliver Prototype for Army’s Ground Station Modernization Palantir Technologies Inc. announced the Army (PEO IEW&S) down-selected it to deliver a prototype for the first phase of the Army’s Ground Station modernization in support of the Army’s Tactical Intelligence Targeting Access Node (TITAN) program. The contract value for this phase is $8.5 million, with a potential contract value of approximately $250 million over all 4 phases. Palantir was awarded a Phase 1 Project Agreement through an Other Transaction Agreement (OTA) with Consortium Management Group Inc. (CMG) on behalf of Consortium for Command, Control and Communications in Cyberspace (C5). During the first phase of the effort, Palantir will collaborate with the Army to design and demonstrate the ground station prototype solution for the Army’s TITAN program. The Palantir solution will leverage space, high altitude, aerial, terrestrial sensors and data sources for use in intelligence and military targeting operations. It will field a “turn key” solution for the Army that integrates data from a variety of sources including commercial and classified sources from space to ground sensors. The results of the first phase of this competitive contract will be used by the Army to inform awarding of future phases and eventual production of the ground station for the TITAN enterprise. This ground station modernization effort will field a globally distributed intelligence enterprise to meet the challenge of Joint All-Domain Operations against near peer threats. The overall solution will incorporate data integration, fusion, processing, and analytic capabilities using AI and ML to automate and assist the Army in shortening sensor-to-shooter timeline. This system will provide a comprehensive deployable edge solution to counter global threats in challenging and austere environments to support intelligence and targeting. Announcement • Jan 08
Fujitsu Limited Signs $8 Million Contract as Palantir Foundry Customer and Becomes First Distributor of Foundry Modules in Japan Palantir Technologies Inc. announced that it was expanding its work with Fujitsu with a one-year, $8,000,000 contract between Fujitsu and Palantir Technologies Japan K.K. Fujitsu will also become the first distributor of Palantir’s Foundry platform modules in the Japanese market. Fujitsu has used Palantir Foundry since last year to optimize its hardware supply chain, further improve its customer service efforts, and modernize its technological infrastructure, and will continue to do so until at least the end of 2021. Fujitsu will also become the first distributor within Japan of ERP Suite, a Palantir Foundry module. Fujitsu is already using ERP Suite internally to integrate its ERP systems with other critical systems of record. This new module distribution channel will be accompanied by a Foundry certification program for Fujitsu’s DX services business. Fujitsu’s distribution of Foundry modules will build on the company’s existing support of customers in their digital transformation journeys, as well as its experience working with large commercial institutions and all branches of the Japanese government. Announcement • Jan 05
Palantir Technologies Expands Japan Business with New $22.5 Million Contract Palantir Technologies Inc. announced that on December 28, 2020, it was awarded a $22.5 million, one-year contract in partnership with SOMPO Holdings for the “Real Data Platform for Security, Health, and Wellbeing”. SOMPO’s visionary Real Data Platform, or “RDP” is a collaborative ecosystem between public and private sectors that will improve healthcare in Japan, streamline supply chains across industries, and increase security and resilience in the region. In November 2019, SOMPO and Palantir jointly established Palantir Technologies Japan K.K., a technology company that would provide Palantir’s platforms and services in Japan. Already, Palantir Japan has actively supported elder care transformation, with active work across dozens of facilities to make care plans more efficient and effective and improve facility operations. SOMPO’s RDP objectives will accelerate the digital transformation of Japanese commercial and governmental institutions, and create connected infrastructure across key industries. Japanese industries, ranging from healthcare to automotive to manufacturing, have generated a tremendous amount of “real data” over the past few decades. For example, Japan alone has more than 60,000 elder care facilities, each generating real data from suppliers, facilities, care plans, training programs, and more. The RDP, with SOMPO at the forefront, will serve as the connected infrastructure for this and other industries, including logistics, transportation, research, and government agencies. 
