Free · no account · quoted from the filing

What changed in PLTR's 10-Q

Source: 10-Q filed 2026-08-04 · compared against 10-Q 2026-05-05. Every passage below is quoted verbatim from the filing itself.

Revenue verified

Prior filing

Revenue $ 1,632,583

This filing

Revenue $ 1,935,464

Margins verified

Prior filing

Income from operations 753,998

This filing

Income from operations 912,004

Segments

This filing

Commercial contribution 734,944 78 %

Backlog verified

Prior filing

The Company’s remaining performance obligations were $4.5 billion as of March 31, 2026, of which the Company expects to recognize approximately 39% as revenue over the next 12 months

This filing

The Company’s remaining performance obligations were $4.9 billion as of June 30, 2026, of which the Company expects to recognize approximately 43% as revenue over the next 12 months

Liquidity verified

Prior filing

Cash and cash equivalents $ 2,291,631 $ 1,423,796 Marketable securities 5,734,782 5,753,247

This filing

Cash and cash equivalents $ 2,030,047 $ 1,423,796 Marketable securities 7,379,052 5,753,247

Contract Liabilities verified

Prior filing

the Company’s contract liabilities were $929 million and $812 million, respectively.

This filing

the Company's contract liabilities were $1.1 billion and $0.8 billion, respectively.

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

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Compared from narrative excerpts (outlook, risks, MD&A) of both filings. Every quotation shown was checked character-for-character against the filing it is attributed to. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.