5 Interesting Learnings from Palantir at $9.3 Billion Run-Rate: 96% Growth, 165% NRR, and U.S. Commercial Passing Government for the First Time

Palantir's Q3 2026 results show 96% YoY growth with U.S. commercial revenue ($984M) now exceeding government ($953M) for the first time; 165% NRR and 62% adjusted operating margins demonstrate unit economics strength, but flat sequential bookings (TCV +6%) raise questions about deal duration strategy and renewal sustainability.

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Topics: Enterprise Software · Government & Public Sector · AI (Horizontal)

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