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Earnings1 min read

Palantir Raises Full-Year Guidance as US Commercial AIP Revenue Surges 68%

Palantir raised 2026 guidance as US commercial revenue jumped 68%, driven by accelerated corporate adoption of its Artificial Intelligence Platform.

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Commercial AIP Acceleration

Palantir Technologies raised its full-year 2026 revenue guidance after reporting a 68% year-over-year surge in US commercial revenue for the third quarter. The rapid adoption is driven by enterprise demand for the Artificial Intelligence Platform (AIP), which integrates operational workflows with autonomous decision systems.

Customer Acquisition via Bootcamps

Palantir's intensive AIP Bootcamps have converted hundreds of trial enterprises into multi-year commercial contracts across healthcare, manufacturing, and financial services. US commercial customer count expanded 83% year-over-year, illustrating expanding diversification beyond government intelligence contracts.

Operating Leverage and Profitability

The company posted its eighth consecutive quarter of GAAP operating profitability, accompanied by an adjusted operating margin of 38%. Management reiterated expectations for continued Rule of 40 performance through the remainder of the year.