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.
17 matches for “Government”; 5 quoted, at least 25 words apart.
…our support of manufacturing processes will transform existential programs for the U.S. government. In fact, we've already seen the government step in to transition and…
…and shield agricultural programs from fraud, abuse, and foreign adversary influence. In government and commercial, Palantir is transforming how load-bearing institutions operate and how they…
…where every agent action is governed, attributed, and auditable. Turning to U.S. government, on the Foxhole side, Maven met its moment across real-world events in…
…in the 1st quarter. Our U.S. commercial business grew 133% YoY and 18% sequentially, and our U.S. government business grew 84% YoY and 21% sequentially.
…exceptional growth even understates our U.S. commercial momentum. As Ryan noted, we had a successful U.S. commercial customer program transition to a U.S. government customer.
Where the listed words were said
…2026 revenue guidance from last quarter and our largest ever full year revenue guidance raise. Turning to our global top-line results. First quarter revenue grew…
…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,…
…we have surged resources from our commercial business. This is exactly what Warp Speed was built for, modernized American manufacturing, and we're doing just that…
…up and say, "How can you do all this important work in Israel or the Department of Defense or other places?" Even though we've powered…
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