Palantir (PLTR): FY26 Q2 earnings call, Aug 3, 2026
On its Aug 3, 2026 earnings call (FY26 Q2), Palantir said 13 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
29 words · 13 settled yes · our count agreed on 29 of 29- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Growth | Yes | 25 | 25 | ✓ | 95%transcripts from the transcript model | Hear it 1:18, Growth | – |
| Commercial 10+ times | Yes | 21 | 21 | ✓ | 80%transcripts from the transcript model | Hear it 2:07, Commercial 10+ times | – |
| Enterprise 5+ times | Yes | 18 | 18 | ✓ | 79%transcripts from the transcript model | Hear it 2:54, Enterprise 5+ times | – |
| Government 10+ times | Yes | 17 | 17 | ✓ | 72%transcripts from the transcript model | Hear it 2:14, Government 10+ times | – |
| Sovereign AI | Yes | 8 | 8 | ✓ | 13%transcripts from the transcript model | Hear it 6:37, Sovereign AI | – |
| Contract | Yes | 6 | 6 | ✓ | 91%transcripts from the transcript model | Hear it 10:00, Contract | – |
| Revenue Guidance | Yes | 6 | 6 | ✓ | 82%n=4+tx from settlement history blended with transcripts | Hear it 13:25, Revenue Guidance | – |
| Maven | Yes | 5 | 5 | ✓ | 84%transcripts from the transcript model | Hear it 10:19, Maven | – |
| Defense | Yes | 3 | 3 | ✓ | 88%transcripts from the transcript model | Hear it 6:00, Defense | – |
| International | Yes | 2 | 2 | ✓ | 90%n=3+tx from settlement history blended with transcripts | Hear it 15:41, International | – |
| Infrastructure | Yes | 2 | 2 | ✓ | 65%transcripts from the transcript model | Hear it 7:29, Infrastructure | – |
| Nvidia | Yes | 2 | 2 | ✓ | 9%n=3+tx from settlement history blended with transcripts | Hear it 25:06, Nvidia | – |
| Slop / AI Slop | Yes | 1 | 1 | ✓ | 66%transcripts from the transcript model | Hear it 3:01, Slop / AI Slop | – |
| Warp Speed | No | 0 | 0 | ✓ | 86%n=4+tx from settlement history blended with transcripts | – | |
| Leverage | No | 0 | 0 | ✓ | 83%transcripts from the transcript model | – | |
| Lethal | No | 0 | 0 | ✓ | 57%n=5+tx from settlement history blended with transcripts | – | |
| Apollo | No | 0 | 0 | ✓ | 53%n=2+tx from settlement history blended with transcripts | – | |
| Israel | No | 0 | 0 | ✓ | 53%n=2+tx from settlement history blended with transcripts | – | |
| Insurance | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – | |
| USDA | No | 0 | 0 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – | |
| Commercial Growth | No | 0 | 0 | ✓ | 42%n=4+tx from settlement history blended with transcripts | – | |
| Healthcare | No | 0 | 0 | ✓ | 36%n=3+tx from settlement history blended with transcripts | – | |
| ICE / Immigration and Customs Enforcement | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – | |
| Automotive | No | 0 | 0 | ✓ | 18%n=3+tx from settlement history blended with transcripts | – | |
| NHS / National Health Service | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Iran / Iranian | No | 0 | 0 | ✓ | 14%n=1+tx from settlement history blended with transcripts | – | |
| Anthropic / Claude | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – | |
| Gotham Platform | No | 0 | 0 | ✓ | 9%n=3+tx from settlement history blended with transcripts | – | |
| Government Contract | No | 0 | 0 | ✓ | 9%n=4+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Partnership”; 2 quoted, at least 25 words apart.
…pilot at the end of 2025, converted last quarter to a three-year partnership at $37 million TCV. Our U.S. government business remains a source of…
…as having an application layer, owning your compute. Witness, we built a partnership with NVIDIA. We're expanding our application layer. We are going to enter…
Where the listed words were said
…investors.palantir.com. Over the course of the call, we will refer to various growth rates when discussing our business. These rates reflect year-over-year comparisons unless otherwise…
…of total revenue and grew 115% year-over-year and 23% sequentially. Our U.S. commercial revenue growth accelerated to 149% year-over-year and 28% sequentially. Our U.S. government…
…our customers who dared to cross the chasm with us. In contrast, enterprises that are not using Palantir are seeing their token meters spinning endlessly…
…FDE tradecraft, it was determinative. It was an incredible quarter in U.S. government, measured not just by 90% year-over-year revenue growth, but by mission impact.
Thanks, Ryan. Ryan just talked about the incredible customer momentum behind sovereign AI. I want to spend some time on the underlying product investments that…
…26% year-over-year and 2% sequentially to $182 million. Revenue from strategic commercial contracts was approximately $400,000 for the quarter, representing 0.02% of overall revenue. We…
…for our sovereign AI capabilities, we are raising our full-year U.S. Commercial revenue guidance to in excess of $3.424 billion, representing a growth rate of…
…seamless experiences and capabilities to the department's chosen command and control platform. Maven has also continued to win as the developer and builder platform for…
…client. They can occasionally compete against us. We've seen this in the defense tech stuff, Stack and Shyam, like the approach to defense tech where…
…awards reflecting a growing demand for our AI platform in government. Q2 International Government revenue grew 42% year-over-year and 5% sequentially to $181 million. We…
This infrastructure captures the rich operational telemetry to feed the compounding loop, an automated model factory that runs inside the customer security boundary and accumulates…
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