Technology
Palantir's Q2 FY2026 revenue surged 93% to $1.94 billion, with net income more than tripling, as AI-driven demand propelled broad-based growth across commercial and government clients.
Key risk: Customer Concentration Risk
A significant portion of revenue comes from a limited number of large customers. The top three customers accounted for 16% of revenue in the first half of 2026. Loss of any of these could materially impact results.
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