Palantir (PLTR): FY25 Q4 earnings call, Feb 2, 2026
On its Feb 2, 2026 earnings call (FY25 Q4), Palantir said 5 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 5 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| International | Yes | 8 | 8 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Foundry | Yes | 5 | 5 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Warp Speed | Yes | 4 | 4 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – |
| Lethal | Yes | 1 | 1 | ✓ | 72%n=3+tx from settlement history blended with transcripts | – |
| Healthcare | Yes | 1 | 1 | ✓ | 45%n=1+tx from settlement history blended with transcripts | – |
| Revenue guidance | No | 0 | 0 | ✓ | 84%n=2+tx from settlement history blended with transcripts | – |
| Partnership | No | 0 | 0 | ✓ | 79%n=2+tx from settlement history blended with transcripts | – |
| Commercial Growth | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – |
| Automotive | No | 0 | 0 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Gotham Platform | No | 0 | 0 | ✓ | 14%n=1+tx from settlement history blended with transcripts | – |
| Percepta | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Hadean | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| AI Growth | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
| Government Contract | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Defense”; 5 quoted, at least 25 words apart.
…and 17% sequentially, driven by our mission impact across the Department of Defense as well as accelerating momentum in civil agencies. The U.S. Navy awarded…
…have no intertwined economics. Palantir has direct relationships with our clients in defense, intel and commercial clients. We are not co-investing. We are not investing…
…but like the demands on our product in the U.S. government in defense and civil are extraordinary. So how do you, in fact, even justify…
…questions, as usual. One in the commercial side, the other one on defense. On the commercial side, the markets have already decided that 2026 is…
…under the hood, including like how do you orchestrate something in a defense or civilian context. And it's not that we're the deciders, but it…
Where the listed words were said
…571 customers, reflecting growth of 49% year-over-year and 8% sequentially. Fourth quarter international commercial revenue grew 8% year-over-year and 12% sequentially to $171 million. Full…
…so far, they haven't been able to. 97% of our employees use Foundry every day. Foundry is our operating system." And he continued, "The ontology…
…battlefield complexity into lethality. They all work together, building on each other. Warp Speed continued to build momentum across American industry. ShipOS was the most…
…we believe is the noble side of the West, which means being lethal on the front end, meaning outside against adversaries if necessary, hopefully, adversaries…
…cases. In addition, new customers are starting with substantial initial deals. A health care company completed 2 boot camps with us last summer and signed…
Agents: this page as TSV at /api/v1/appearances/palantir:2026-02-02:earnings_call · words: /api/v1/brief?appearance=palantir:2026-02-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP