$PLTR: a sovereign-AI arms dealer printing 93% growth, with America driving ~90% of the new revenue

Q2 2026 (ended June 30), reported Monday, August 3, 2026 after the close.

What The Company Does And How It Makes Money

• Palantir PLTR 0.00%↑ sells operating-system software for institutions: Gotham for defense and intelligence, Foundry for corporations, and AIP (its Artificial Intelligence Platform, the layer that puts LLMs to work on a customer’s own data) across both.

• US government: $809M, 42% of revenue, +90% Y/Y. The original franchis…