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.
8 matches for “Sovereign AI”; 5 quoted, at least 25 words apart.
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…
…Now our customers can build their own locomotives. AIP is where your sovereign AI is built, deployed, and compounded. We're excited for a new era,…
…U.S. commercial bookings quarter. We are seeing the immense demand of enterprises recognizing the need for sovereign AI to retain full control of their alpha.
…elite technical talent as well as R&D for our product pipeline and sovereign AI efforts, all while delivering on our goals of sustained GAAP profitability.…
…Ontology, AIP. Now we're taking the AIP stack and extending it for sovereign AI, which requires us to be able to orchestrate and fine-tune models…
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…
…last quarter to a three-year partnership at $37 million TCV. Our U.S. government business remains a source of extraordinary strength, with momentum across both defense…
…We have more rights in the PG frame. It's safer in the sovereign AI frame, which is arguably by far the most important because all…
…drive revenue and utilization. This work converted into a $10 million ACV contract. The lab was shown the door. Same customer, same timeline, same models.…
…rate of at least 134%. We are also raising our full-year 2026 revenue guidance midpoint to $8.154 billion, representing 82% growth year-over-year, an 11-point increase…
Maven continues to deliver for the Joint Force, from the factory floor to the foxhole. We had our first program in the Maven platform launched…
…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…
…to 653 customers, reflecting growth of 35% year-over-year and 6% sequentially. Q2 International Commercial revenue grew 26% year-over-year and 2% sequentially to $182 million. Revenue…
…a software company at the time. Palantir, of course, is now both infrastructure, software, FDEs, orchestration, and business know-how. It's a completely different hybrid. At…
…an application layer, owning your compute. Witness, we built a partnership with NVIDIA. We're expanding our application layer. We are going to enter the market…
Agents: this page as TSV at /api/v1/appearances/palantir:2026-08-03:earnings_call · words: /api/v1/brief?appearance=palantir:2026-08-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP