PLTR earnings
Analysis, not adviceNext print
2026-08-03
cons 0.35 EPS / 1.81B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: US commercial customer count accelerates ≥40% YoY AND management guides Q3 revenue materially above the $1.90B implied sequential run-rate — confirming AIP is compressing the
Bull condition triggered: Operating margin expands sequentially (above Q1's 38.1% TTM level) while revenue beats — confirming that AIP revenue scales at incrementally higher margin, validating the ear
＋3 more criteria on the deskfree trial · no cardFrom the desk's pre-read
PLTR reports Q2 2026 on 2026-08-03; consensus sits at $0.35 EPS · $1.81B revenue (FMP).
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.