Back BackPalantirPLTR
Adoption6/day by emailPrimary
In the third quarter of 2026 Palantir's US commercial revenue overtook its US government revenue for the first time in the company's history, as US commercial revenue grew 148% year-over-year to $984 million, against $953 million from US government
Verified 2026-11-03
Track with InsiderWhy it matters
Palantir's growth is no longer led by government contracts: American companies are now buying its AI software faster than federal agencies, which broadens its customer base.
- Price
- $193.65
- 30D
- -7.39%
- AI share of revenue
- Not disclosed
PRICES 15-MIN DELAYED · EODHD
Palantir’s exposure cardWhat share of the business the AI build-out actually isPalantir deep diveRead from its own filings: what it sells, and what could breakThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Adoption
- Stanford's 2026 AI Index, citing McKinsey's 2025 survey, breaks down AI-agent deployment by business function. Even in IT, the function with the most agent activity, the share of organisations reporting no AI-agent use at all in 2025 was still 69% of organizations report zero AI-agent use in IT, the business function with the heaviest agent activity
- Stanford's 2026 AI Index reports that organizations' use of generative AI specifically, not just AI overall, grew sharply in 2025: the share of organizations that regularly use generative AI in at least one business function reached 79%, up from 71% in 2024
- Stanford's 2026 AI Index compared generative AI's adoption curve after its mass-market debut to that of earlier transformative technologies, and found generative AI reached 53% population adoption within three years, faster than the PC or the internet
FREE · NO CARD
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Get the free daily briefFree · No card · Unsubscribe anytime
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
See today's issue →