Palantir's U.S. Commercial Revenue Overtakes U.S. Government Revenue for the First Time

Palantir reported on Monday, November 2, that its U.S. commercial revenue exceeded U.S. government revenue for the first time. Commercial revenue reached $984 million in Q3 2026, up 148% year over year, against $953 million from U.S. government. The company also raised its FY 2026 revenue growth guidance to 91%.