Key takeaways
- Palantir reports third quarter 2026 results on Monday, November 2, after the market close, with a webcast at 5:00 p.m. ET.
- In the second quarter Palantir reported revenue of $1.935 billion, up 93%, and U.S. commercial revenue of $764 million, up 149%.
- Palantir guided third quarter revenue to between $2.160 billion and $2.164 billion.
Palantir reports third quarter 2026 results on Monday, November 2, 2026, after the U.S. markets close, according to the company's date announcement, issued on October 12. The webcast to discuss the Palantir earnings starts at 5:00 p.m. ET.
Palantir shares fell about 4% on Friday, October 30, three days before the report. At 10:53 a.m. EDT, Yahoo Finance showed PLTR at $187.88, down $8.54 (4.35%) from the previous close of $196.42. The quote page did not say why.
When Palantir reports and how to watch
| Item | Detail |
|---|---|
| Quarter | Third quarter ended September 30, 2026 |
| Date | Monday, November 2, 2026 |
| Time | After the market close |
| Webcast | 5:00 p.m. ET, live and replay at investors.palantir.com |
| Shareholder questions | Submitted and voted on through a Say Technologies page, linked in the announcement |
Palantir's earlier release for the second quarter says the webcast requires online registration, and that an investor presentation with non-GAAP reconciliations is posted on its investor relations site. The earnings release itself will also be filed with the SEC as an 8-K, usually the same day. Palantir's filings list shows the second quarter report was filed on August 3.
What Palantir reported last quarter
Palantir reported its second quarter on August 3, 2026, in exhibit 99.1 of an 8-K. The numbers for the quarter ended June 30:
- Revenue was $1.935 billion, up 93% from a year earlier and up 19% from the first quarter.
- U.S. commercial revenue was $764 million, up 149% year over year and up 28% from the first quarter.
- U.S. government revenue was $809 million, up 90% year over year.
- GAAP net income was $1.062 billion, and adjusted income from operations was $1.194 billion, a 62% margin.
- Cash, cash equivalents and short-term U.S. Treasury securities were $9.2 billion.
- Palantir closed 220 deals of at least $1 million, and $2.132 billion of U.S. commercial total contract value, which it called a record.
What Palantir guided for the third quarter
For the quarter that ends with the November 2 report, Palantir said it expected revenue of between $2.160 billion and $2.164 billion, and adjusted income from operations of between $1.292 billion and $1.296 billion.
For the full year 2026, it raised revenue guidance to between $8.150 billion and $8.158 billion. It raised its adjusted income from operations guidance for the year to between $4.889 billion and $4.897 billion. It also raised its U.S. commercial revenue guidance to more than $3.424 billion, a growth rate of at least 134%.
These are the company's own expectations, not a forecast from us. Palantir's release warns that actual results could differ materially.
What to watch on November 2
The release will show how third quarter revenue compares with the $2.160 to $2.164 billion range and how U.S. commercial revenue compares with the $764 million of the second quarter. Palantir's updated full-year guidance will come in the same release.
Frequently asked questions
What time does Palantir report earnings?
Palantir reports after the U.S. market close on Monday, November 2, 2026. The webcast starts at 5:00 p.m. ET.
Where can I watch the Palantir earnings webcast?
Palantir says a live webcast and replay are available at investors.palantir.com.
What did Palantir guide for the third quarter of 2026?
Palantir expected revenue of between $2.160 billion and $2.164 billion and adjusted income from operations of between $1.292 billion and $1.296 billion. That guidance came with its August 3 results.
How fast did Palantir's U.S. commercial revenue grow last quarter?
In the second quarter of 2026, U.S. commercial revenue was $764 million, up 149% from a year earlier and up 28% from the first quarter.
