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Palantir just delivered the kind of quarter that makes the bull case difficult to ignore. Q2 revenue reached **$1.94 billion**, up 93% year over year. U.S. commercial revenue jumped 149%, while U.S. government revenue grew 90%. Palantir also raised its full-ye
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SEC filings, financial facts, source resources, and Goglides workspace context for Palantir Technologies Inc..
OpenZscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
OpenPalantir's index-inclusion narrative can attract attention, but institutional flow only matters if business fundamentals keep confirming the story.
OpenPalantir is a profitable AI software company, but government contract quality matters more than headlines.
OpenPalantir reported FY2025 revenue of $4.5 billion and Q1 2026 revenue of $1.6 billion. The thesis depends on government durability, commercial AI adoption, operating leverage, customer concentration and cash conversion.
OpenAerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
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