Palantir (PLTR): FY26 Q1 earnings call, May 4, 2026
On its May 4, 2026 earnings call (FY26 Q1), Palantir said 8 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 8 settled yes · our count agreed on 17 of 17- 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 |
|---|---|---|---|---|---|---|
| Revenue guidance | Yes | 5 | 5 | ✓ | 72%n=3+tx from settlement history blended with transcripts | – |
| Foundry | Yes | 3 | 3 | ✓ | 91%n=3+tx from settlement history blended with transcripts | – |
| Partnership | Yes | 3 | 3 | ✓ | 48%n=3+tx from settlement history blended with transcripts | – |
| International | Yes | 2 | 2 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| USDA | Yes | 2 | 2 | ✓ | 13%transcripts from the transcript model | – |
| Warp Speed | Yes | 1 | 1 | ✓ | 85%n=3+tx from settlement history blended with transcripts | – |
| Israel | Yes | 1 | 1 | ✓ | 37%n=1+tx from settlement history blended with transcripts | – |
| Commercial Growth | Yes | 1 | 1 | ✓ | 21%n=3+tx from settlement history blended with transcripts | – |
| Lethal | No | 0 | 0 | ✓ | 75%n=4+tx from settlement history blended with transcripts | – |
| Healthcare | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – |
| Iran / Iranian | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Automotive | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – |
| Polymarket | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Stellantis | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Gotham Platform | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
| Government Contract | No | 0 | 0 | ✓ | 9%n=3+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.
6 matches for “Defense”; 5 quoted, at least 25 words apart.
…are uniquely positioned. On the factory floor side, the demand on the defense industrial base to ramp production and sustainment has been so acute that…
The second one on defense, because it's where my heart is always. You got a good call-out on Maven in the presidential budget request. Maven…
…you do all this important work in Israel or the Department of Defense or other places?" Even though we've powered every administration basically since in…
…probably somewhat undervalued, so it's a great place to go. On the defense side, I'll leave it to Shyam to talk, now that we're doing…
…having better unit economics. We value your support, and we value your defense of us. We are defending you every day, and that's in great…
Where the listed words were said
…continued strength in the U.S., we are raising our full year 2026 revenue guidance midpoint to $7.656 billion, representing 71% growth YoY, a 10-point increase…
…the need for one. Thomas Cavanagh Construction, 97% of their employees use Foundry every day, and every other piece of software must now justify its…
…where we are revamping the end-to-end mortgage process with AIP, the Moder chairman stated, quote, "This strategic partnership will reshape the future of our industry.
First quarter international commercial revenue grew 26% YoY and 5% sequentially to $179 million. Revenue from strategic commercial contracts was $3 million for the quarter,…
On the civil side, the USDA awarded Palantir a contract of up to $300 million last month to provide USDA with capabilities to support American…
Absent this transition, U.S. commercial growth would have been 143% YoY and 22% sequentially. In Q1, we closed our third consecutive quarter of over $1…
Agents: this page as TSV at /api/v1/appearances/palantir:2026-05-04:earnings_call · words: /api/v1/brief?appearance=palantir:2026-05-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP