PLTR

Cluster: National Security and Defense AI Programs

Commitment: September 10, 2025: Palantir and Hadean will deploy Hadean’s wargaming, C2, and battlefield training products across the UK Armed Forces on Foundry, integrating with the MoD data fabric to accelerate deployment.

🟡 Partially Met | Certainty: 85%

Analysis: Partnership publicly announced with explicit plan to deploy across the UK Armed Forces on Foundry and integrate with the MoD data fabric. Deployment across the force has not yet been evidenced; current evidence is pre-deployment with timelines.

Progress:* A recent update from 2025-09-10 announced the Palantir–Hadean partnership, UK-wide deployment intent, and MoD data fabric integration plans.

Commitment: September 10, 2025: Hadean’s products on Foundry will be made available for use in real-world classified UK MoD environments within months, with Palantir providing secure software access to scale deployment.

🟡 Partially Met | Certainty: 80%

Analysis: Availability “within months” was stated; classified deployment enablement is planned but not yet confirmed as completed.

Progress:* A recent update from 2025-09-10 states Hadean products are expected to be available for use in classified MoD environments within months; Palantir will provide secure access to scale.

Commitment: July 02, 2025: Launch “Warp Speed for Warships” to accelerate warship production, fleet readiness, and digital transformation across the U.S. maritime industrial base using a digitally connected manufacturing ecosystem.

✅ On Track | Certainty: 92%

Analysis: Program launch confirmed with U.S. Navy Maritime Industrial Base Program funding and execution framework via BlueForge Alliance; early-stage operationalization consistent with commitment.

Progress:* A recent update from 2025-07-02 confirmed the program launch, Navy funding, and integration of Palantir’s manufacturing OS to connect shipbuilders and suppliers.

Commitment: June 30, 2025: Establish a strategic partnership with Accenture Federal Services, training and certifying 1,000 AFS Data & AI professionals on Foundry and AIP and co-developing offerings for enterprise-to-edge fusion, predictive supply chains, and financial intelligence.

🟡 Partially Met | Certainty: 86%

Analysis: Partnership established and 1,000-person training plan announced; co-development thrusts stated. No completion metrics yet on training/certification.

Progress:* A recent update from 2025-06-30 announced AFS as a preferred implementation partner, with 1,000 professionals to be trained and co-developed offerings specified.

Commitment: June 26, 2025: Co-develop and deploy the Nuclear Operating System to make nuclear plant construction faster, safer, and on-budget through AI-driven planning, predictive analytics, and streamlined regulatory workflows.

🟡 Partially Met | Certainty: 83%

Analysis: Co-development announced; deployment outcomes and timelines not yet evidenced. Alignment with Warp Speed initiative noted.

Progress:* A recent update from 2025-06-26 confirmed the NOS partnership and objectives (AI-driven planning, predictive analytics, regulatory workflows).

Commitment: December 18, 2024: Extend Army Vantage for up to four years to operationalize data across the Department of the Army, continuously integrating new AI capabilities for over 100,000 users and 180+ data sources.

✅ On Track | Certainty: 95%

Analysis: Contract extension, scope, and operational metrics (100,000+ users; 180+ sources) confirmed; four-year ceiling and continuous delivery in place.

Progress:* Earlier evidence from 2024-12-18 detailed the four-year extension (ceiling $618.9M), 100,000+ users, and 180+ data sources.

Commitment: December 09, 2024: Expand USSOCOM contract ($36.8 million) with Palantir as lead software integrator for Mission Command System capabilities to enhance global Special Operations mission readiness.

✅ On Track | Certainty: 95%

Analysis: Contract expansion and role as lead software integrator confirmed, including first deployments of Mission Manager to SOF units.

Progress:* Earlier evidence from 2024-12-09 confirmed the $36.8M expansion and initial Mission Manager deployment.

Commitment: December 06, 2024: Form a national security AI consortium (with Anduril and others) leveraging AIP and Lattice to retain and process defense data at scale, deploy Maven Smart System, and improve joint decision-making across classification levels.

✅ On Track | Certainty: 90%

Analysis: Consortium formation and division of capabilities (AIP + Lattice) confirmed; statement indicates operational capabilities already in place for government contracts.

Progress:* Earlier evidence from 2024-12-06 confirmed the consortium’s focus, architecture, and in-use capabilities supporting national security programs.

Commitment: November 04, 2024: Deliver AI capabilities under a new five-year contract across Army, Air Force, Space Force, Navy, and Marine Corps, operationalizing CJADC2 and scaling the Maven Smart System (supersedes scope initially announced September 20, 2024).

✅ On Track | Certainty: 92%

Analysis: Five-year multi-service contract referenced; supersedes initial Sept 20 scope. Evidence shows delivery trajectory tied to CJADC2 and Maven scaling.

Progress:* Earlier evidence from 2024-11-04 referenced a new five-year deal to expand AI across services, consistent with CJADC2/Maven scope; this supersedes the 2024-09-20 announcement.

Commitment: September 20, 2024: Expand access to the Maven Smart System via a DoD contract worth up to $99.8 million over five years to improve interoperability and readiness across U.S. military services (now superseded by the November 04, 2024 contract expansion).

✅ On Track | Certainty: 91%

Analysis: Contract award confirmed; however, scope superseded by the broader November 04, 2024 five-year multi-service contract. Newer update supersedes older information.

Progress:* Earlier evidence from 2024-09-20 detailed the $99.8M Maven expansion award.
* A later update from 2024-11-04 supersedes and expands that scope across services under a new five-year contract.

Cluster: Government-Grade Security and Compliance Enablement

Commitment: September 17, 2025: Achieve CMMC Level 2 certification, validating Palantir’s ability to secure CUI for Department of War and other federal programs in alignment with NIST SP 800-171.

✅ On Track | Certainty: 98%

Analysis: CMMC Level 2 achieved via C3PAO assessment; directly validates handling of CUI. Reinforced by existing FedRAMP High and DoD IL5/IL6.

Progress:* A recent update from 2025-09-17 confirmed CMMC Level 2 achievement and existing IL5/IL6/FedRAMP High accreditations.

Commitment: September 17, 2025: Offer FedStart so partners can rapidly meet FedRAMP authorization and CMMC compliance on Palantir infrastructure, accelerating access to DoW, DIB, and federal opportunities.

✅ On Track | Certainty: 95%

Analysis: FedStart offering is active; positioning and capability described. Subsequent partner usage corroborates effectiveness.

Progress:* A recent update from 2025-09-17 described FedStart’s enablement of partner compliance.
* Earlier evidence from 2025-04-17 showed Anthropic leveraging FedStart to bring Claude to government with FedRAMP High and IL5.

Commitment: April 17, 2025: Enable Anthropic to deliver Claude to federal agencies via FedStart with FedRAMP High and DoD IL5 compliance, bringing secure AI assistance to millions of government employees in the coming months.

✅ On Track | Certainty: 92%

Analysis: Enablement confirmed; timeline “in coming months.” Earlier partnership with Anthropic and AWS for classified access reinforces feasibility.

Progress:* A recent update from 2025-04-17 confirmed FedStart enablement for Anthropic’s Claude, hosted on FedRAMP High IL5 infrastructure.
* Earlier evidence from 2024-11-07 showed Claude models available in Palantir AIP on AWS for U.S. intelligence/defense, including classified environments, supporting progress.

Commitment: December 03, 2024: Obtain FedRAMP High Authorization for Palantir Federal Cloud Services, allowing the U.S. government to use Palantir’s full product suite for the most sensitive unclassified workloads and accelerating partner collaboration.

✅ On Track | Certainty: 98%

Analysis: FedRAMP High for PFCS and PFCS-SS achieved; enables full product suite and partner acceleration.

Progress:* Earlier evidence from 2024-12-03 confirmed FedRAMP High for PFCS and PFCS-SS.

Commitment: November 07, 2024: Partner with Anthropic and AWS to make Claude models available on AWS for U.S. intelligence and defense, including in classified environments, to dramatically improve analysis and decision-making.

✅ On Track | Certainty: 95%

Analysis: Availability within Palantir AIP on AWS confirmed, including DISA-accredited secure environment; aligns with the commitment.

Progress:* Earlier evidence from 2024-11-07 confirmed Claude model access within Palantir AIP on AWS for classified use cases.

Cluster: Industrial and Manufacturing Modernization (Warp Speed and Operations)

Commitment: September 04, 2025: Expand a five-year partnership with Lear to broaden Foundry, Warp Speed, and AIP across global manufacturing and back-office processes, building on IDEA by Lear (> $30 million savings in H1 2025).

✅ On Track | Certainty: 95%

Analysis: Five-year expansion confirmed with quantified benefits (>$30M savings H1 2025) and >11,000 users; broadening scope across functions.

Progress:* A recent update from 2025-09-04 confirmed the five-year expansion, >$30M H1 2025 savings, and >11,000 users leveraging Palantir.

Commitment: March 13, 2025: Onboard new Warp Speed customers (e.g., Epirus, Red Cat, Saildrone, Saronic, SNC, Ursa Major) to scale production, optimize supply chains, and deliver complex programs on time; manage TITAN program delivery using Warp Speed.

✅ On Track | Certainty: 93%

Analysis: New customer cohort confirmed with stated outcomes across production/supply chain; TITAN program management cited.

Progress:* A recent update from 2025-03-13 confirmed onboarding of six named customers and highlighted TITAN program delivery using Warp Speed.

Commitment: December 11, 2024: Launch the inaugural Warp Speed cohort to reindustrialize U.S. manufacturing with AI-driven operations and supply chain visibility.

✅ On Track | Certainty: 95%

Analysis: Inaugural cohort launched with named companies; concrete early outcomes and use cases reported.

Progress:* Earlier evidence from 2024-12-11 confirmed cohort launch and operational use for production scheduling and inspection.

Commitment: December 11, 2024: Extend partnership with Panasonic Energy for three years to transform American battery manufacturing, unlocking efficiencies at gigafactory scale and bolstering U.S. energy self-sufficiency.

✅ On Track | Certainty: 90%

Analysis: Extension and operational use evidenced via Warp Speed outcomes and factory ramp commentary; aligns with transformation goals.

Progress:* Earlier evidence from 2024-12-11 highlighted Warp Speed enabling rapid transformation and factory ramp-up for Panasonic Energy.

Commitment: December 11, 2024: Support L3Harris’s production planning and process automation with Warp Speed to enhance operational efficiency and inventory management.

✅ On Track | Certainty: 92%

Analysis: L3Harris cited Warp Speed as key to efficiency and inventory improvements; indicates active support.

Progress:* Earlier evidence from 2024-12-11 included L3Harris testimonial on Warp Speed’s role in operations improvements.

Commitment: December 11, 2024: Enable Anduril to achieve up to 200x improvement in anticipating/responding to supply shortages using Warp Speed-driven manufacturing operations.

✅ On Track | Certainty: 92%

Analysis: Anduril cited up to 200x efficiency gain; directly supports the commitment’s outcome metric.

Progress:* Earlier evidence from 2024-12-11 included Anduril’s quantified 200x improvement using Warp Speed.

Cluster: Cross-Industry Enterprise AI Transformations

Commitment: September 04, 2025: Deploy Foundry and AIP to Lumen to modernize legacy operations, decommission infrastructure, and enable AI-assisted decisioning across operations, finance, and technology.

✅ On Track | Certainty: 90%

Analysis: Collaboration announced with clear modernization targets (legacy decommissioning, AI-assisted decisioning); deployment scope articulated.

Progress:* A recent update from 2025-09-04 detailed Lumen’s transformation goals and Palantir’s role across operations, finance, and technology.

Commitment: August 12, 2025: Expand multi-year partnership with SOMPO across subsidiaries in Japan using Foundry to optimize claims and underwriting, targeting ~$10 million annual financial improvement.

✅ On Track | Certainty: 95%

Analysis: Expansion confirmed; 8,000+ active users and ~$10M annual improvement targeted via AI agents in underwriting.

Progress:* A recent update from 2025-08-12 confirmed expanded scope, 8,000+ users, and ~$10M annual improvement from AI agents.

Commitment: June 10, 2025: Launch a multi-year digital transformation with Fedrigoni to build a data-driven organization focused on stock optimization, demand forecasting, and operational efficiency via AI.

✅ On Track | Certainty: 90%

Analysis: Multi-year partnership launched; initial focus areas (stock/demand) expanding to broader transformation.

Progress:* A recent update from 2025-06-10 confirmed the partnership launch and priorities.

Commitment: May 08, 2025: Partner with The Joint Commission to modernize accreditation with AI, improving patient safety, outcomes, and reducing provider burden through enhanced data utilization.

✅ On Track | Certainty: 90%

Analysis: Long-term strategic partnership announced to transform accreditation and data utilization; early outcomes referenced via partner ecosystem.

Progress:* A recent update from 2025-05-08 confirmed the partnership’s goals to modernize accreditation and improve outcomes.

Commitment: March 06, 2025: Sign a three-year strategic partnership with EYSA to operationalize AI in mobility management, including real-time road safety and dynamic pricing applications.

✅ On Track | Certainty: 90%

Analysis: Three-year agreement and successful pilots confirmed; focus on operationalizing AI across mobility lines.

Progress:* A recent update from 2025-03-06 confirmed the partnership, pilot success, and targeted use cases (road safety, dynamic pricing).

Commitment: March 04, 2025: Collaborate with Societe Generale to enhance security and data integrity in international retail banking and strengthen financial crime risk management with advanced analytics.

✅ On Track | Certainty: 90%

Analysis: Deployment of AFC solutions on Foundry confirmed; focus on analytics/ML for financial crime risk.

Progress:* A recent update from 2025-03-04 confirmed deployment and risk management enhancements.

Commitment: February 19, 2025: Establish a multi-year partnership with SAUR to transform contract management using Foundry and AIP, deploying to 300+ users and reducing cycle times from hours/days to minutes.

✅ On Track | Certainty: 92%

Analysis: 300+ users deployed within months; clear cycle time reductions cited; aligns with transformation goals.

Progress:* A recent update from 2025-02-19 confirmed deployment scale and cycle-time improvements.

Commitment: December 18, 2024: Partner with Pray.com to automate multilingual content translation, cutting translation time from days to minutes for thousands of podcast hours.

✅ On Track | Certainty: 92%

Analysis: Reported translation time reduction from days to minutes; new features accelerated; strong operational impact.

Progress:* Earlier evidence from 2024-12-18 detailed time reduction and accelerated feature delivery via AIP and OSDK.

Commitment: September 25, 2024: Extend APA Corporation’s enterprise agreement to embed new AI capabilities that increase operational efficiency and visibility in responsible oil and gas production.

✅ On Track | Certainty: 90%

Analysis: Multi-year, multi-million-dollar extension confirmed; expanded AIP use cases for operations and anomaly detection.

Progress:* Earlier evidence from 2024-09-25 confirmed the extension and new AI capabilities.

Cluster: Financial Guidance and Performance Targets

Commitment: August 04, 2025: Raise Q3 2025 revenue guidance to $1.083–$1.087 billion (supersedes May 05, 2025 Q2 outlook).

✅ On Track | Certainty: 98%

Analysis: Guidance explicitly raised; supersedes earlier guidance. Accompanied by strong Q2 actuals and growth metrics.

Progress:* A recent update from 2025-08-04 raised Q3 guidance to $1.083–$1.087B, superseding earlier quarter outlooks.

Commitment: August 04, 2025: Raise full-year 2025 revenue guidance to $4.142–$4.150 billion (supersedes May 05, 2025 and February 03, 2025 full-year targets).

✅ On Track | Certainty: 98%

Analysis: Full-year guidance raised; explicitly supersedes earlier May and February targets.

Progress:* A recent update from 2025-08-04 raised FY2025 revenue guidance to $4.142–$4.150B, superseding earlier guidance.

Commitment: August 04, 2025: Increase U.S. commercial revenue guidance to > $1.302 billion for 2025, at least 85% growth year over year (supersedes May 05, 2025 and February 03, 2025).

✅ On Track | Certainty: 92%

Analysis: While the summarized press highlights record U.S. commercial growth and broader raised guidance, it aligns with an increased U.S. commercial outlook; supersedes earlier guidance.

Progress:* A recent update from 2025-08-04 reported 93% YoY U.S. commercial growth in Q2 and raised overall guidance; this supports increased U.S. commercial outlook (> $1.302B).

Commitment: August 04, 2025: Lift adjusted income from operations guidance to $1.912–$1.920 billion for 2025 (supersedes May 05, 2025 and February 03, 2025 ranges).

🟡 Partially Met | Certainty: 75%

Analysis: The August 04 press summary explicitly includes raised revenue and FCF guidance; adjusted income from operations range is not captured in the provided summary, though it states guidance was lifted. Newer data supersedes earlier ranges.

Progress:* A recent update from 2025-08-04 raised guidance broadly (revenue and FCF explicitly); OI range lift is asserted in commitments but not detailed in the summary text.
* Earlier evidence from 2025-05-05 provided the prior adjusted OI range ($1.711–$1.723B), which is superseded by the August update.

Commitment: August 04, 2025: Raise adjusted free cash flow guidance to $1.8–$2.0 billion for 2025 (supersedes May 05, 2025 and February 03, 2025).

✅ On Track | Certainty: 98%

Analysis: Raised FCF guidance explicitly stated.

Progress:* A recent update from 2025-08-04 raised adjusted FCF guidance to $1.8–$2.0B.

Commitment: May 05, 2025: Guide to 36% full-year 2025 revenue growth, with U.S. commercial revenue up at least 68% (superseded by August 04, 2025).

✅ On Track | Certainty: 95%

Analysis: Guidance issued May 05; explicitly superseded by higher August 04 guidance.

Progress:* Earlier evidence from 2025-05-05 raised FY growth to 36% and U.S. commercial ≥68%; superseded by 2025-08-04 guidance increases.

Commitment: May 05, 2025: Project adjusted income from operations of $1.711–$1.723 billion and adjusted free cash flow of $1.6–$1.8 billion for 2025 (superseded by August 04, 2025).

✅ On Track | Certainty: 95%

Analysis: May ranges provided; superseded by higher August 04 guidance ranges.

Progress:* Earlier evidence from 2025-05-05 set adjusted OI and FCF ranges; both superseded by 2025-08-04.

Commitment: May 05, 2025: Expect Q2 2025 revenue of $934–$938 million.

✅ On Track | Certainty: 98%

Analysis: Guidance issuance confirmed; subsequent Q2 actuals (reported 2025-08-04) show revenue of $1.004B, exceeding guidance.

Progress:* Earlier evidence from 2025-05-05 gave Q2 guidance of $934–$938M.
* A later update from 2025-08-04 reported Q2 revenue of $1.004B, exceeding the earlier guidance.

Commitment: February 03, 2025: Set FY2025 revenue outlook at $3.741–$3.757 billion, U.S. commercial revenue > $1.079 billion (≥54% growth), adjusted income from operations $1.551–$1.567 billion, and adjusted free cash flow $1.5–$1.7 billion (all superseded by May 05, 2025 and then August 04, 2025).

✅ On Track | Certainty: 95%

Analysis: Initial FY2025 guidance documented; superseded by May and then August updates.

Progress:* Earlier evidence from 2025-02-03 set the initial FY2025 outlook; superseded by 2025-05-05 and then 2025-08-04 updates.

Commitment: November 04, 2024: For FY2024, raise U.S. commercial revenue guidance to > $687 million and adjusted free cash flow to > $1.0 billion.

✅ On Track | Certainty: 90%

Analysis: November 04 call raised FY2024 guidance, including FCF > $1.0B; aligns with commitment. The precise U.S. commercial figure is consistent with management commentary across Q3/Q4.

Progress:* Earlier evidence from 2024-11-04 reported raised FY2024 revenue and FCF guidance (> $1.0B), consistent with the commitment.

Cluster: Platform Strategy, Product, and R&D

Commitment: September 17, 2025: Continue investing in security-first architecture (zero trust, defense-in-depth, continuous monitoring) and robust compliance frameworks across IL5/IL6 to exceed industry standards.

✅ On Track | Certainty: 92%

Analysis: Achievement of CMMC Level 2 and existing FedRAMP High/IL5/IL6 accreditations demonstrate continued security-first investment and compliance.

Progress:* A recent update from 2025-09-17 confirmed CMMC Level 2 and referenced FedRAMP High and IL5/IL6.
* Earlier evidence from 2024-12-03 documented FedRAMP High authorization for PFCS and PFCS-SS.

Commitment: July 22, 2025: Continue expanding platform availability to broader markets while managing customers at the account level to optimize growth opportunities.

🟡 Partially Met | Certainty: 75%

Analysis: MD&A highlights ongoing market expansion; explicit evidence on account-level management approach is limited in summaries.

Progress:* A recent update from 2025-07-22 (MD&A) emphasized expanding market reach and partnerships; specific “account-level” operating detail not captured in the summary.

Commitment: July 22, 2025: Sustain elevated R&D investment in people and features to enhance offerings and develop new capabilities.

✅ On Track | Certainty: 85%

Analysis: MD&A and earnings materials reflect sustained product development velocity and platform expansion; continued hiring/investment implied.

Progress:* A recent update from 2025-07-22 (MD&A) outlined ongoing platform expansion and product efforts.
* Earlier evidence from 2025-04-30 detailed strong gross profit and platform roadmap progress, consistent with continued R&D investment.

Commitment: May 05, 2025: Increase investment in elite technical talent and product pipeline to sustain innovation and competitive advantage, with significant expense increases expected in 2025.

✅ On Track | Certainty: 85%

Analysis: Earnings/MD&A reflect elevated operating investments with rapid product and customer growth, consistent with increased talent and product spend.

Progress:* Earlier evidence from 2025-05-05 highlighted accelerated demand and raised guidance supporting investment posture.
* Earlier evidence from 2025-04-30 showed increased operating scale consistent with higher investment.

Commitment: May 05, 2025: Maintain a Rule of 40 score of 80% for full-year 2025, balancing growth and profitability.

✅ On Track | Certainty: 90%

Analysis: Q2 Rule of 40 reported at 94%, indicating year-to-date performance above target; full-year maintenance remains on track pending final FY results.

Progress:* A recent update from 2025-08-04 reported a Rule of 40 score of 94% in Q2 2025, exceeding the 80% target.

Commitment: May 05, 2025: Expand AI product offerings with enterprise AI agents that boost productivity and decision-making across sectors.

✅ On Track | Certainty: 93%

Analysis: Multiple customer deployments of AI agents and expanded developer tooling validate product expansion.

Progress:* A recent update from 2025-08-12 cited AI agents driving ~$10M annual improvement at SOMPO.
* Earlier evidence from 2024-11-15 launched AIP for Developers with tools that accelerate app delivery (up to 50x faster).

Commitment: November 15, 2024: Launch AIP for Developers and commit to “deprecating backend development,” enabling customers to build applications up to 50x faster from prototype to production.

✅ On Track | Certainty: 98%

Analysis: AIP for Developers launched at DevCon; claims of 50x faster build supported by customer anecdote; aligns with product strategy.

Progress:* Earlier evidence from 2024-11-15 confirmed launch and speed improvements (50x faster).

Cluster: Capital Allocation and Market Actions

Commitment: July 22, 2025: Continue the share repurchase program authorized up to $1.0 billion, with approximately $899.2 million remaining available (supersedes April 30, 2025 and February 18, 2025 amounts).

🟡 Partially Met | Certainty: 65%

Analysis: The MD&A date aligns, but the summarized materials provided do not explicitly state the remaining authorization. Later date supersedes prior remaining amounts.

Progress:* A recent update from 2025-07-22 (MD&A) is referenced in context; however, the summary lacks the specific $899.2M figure; supersedes earlier counts.

Commitment: April 30, 2025: Report approximately $917.8 million remaining under the share repurchase authorization (now superseded by July 22, 2025).

🟡 Partially Met | Certainty: 60%

Analysis: The April 30 MD&A is included, but the summary does not list the remaining authorization. Superseded by July 22.

Progress:* Earlier evidence from 2025-04-30 (MD&A) is present but without repurchase balance figures in the summary; superseded by 2025-07-22.

Commitment: February 18, 2025: Report approximately $935.8 million remaining under the share repurchase authorization (now superseded by April 30, 2025 and then July 22, 2025).

🟡 Partially Met | Certainty: 55%

Analysis: The Feb 18 MD&A is included; the summary omits specific remaining authorization. Information is superseded by later disclosures.

Progress:* Earlier evidence from 2025-02-18 (MD&A) is present but without the stated figure in the summary; superseded by 2025-04-30 and 2025-07-22.

Commitment: November 14, 2024: Transfer listing of Class A common stock to the Nasdaq Global Select Market, with the move expected by November 26, 2024 to meet Nasdaq-100 eligibility criteria.

✅ On Track | Certainty: 98%

Analysis: Transfer completed and trading began on Nov 26, 2024 per company announcement; aligns fully with the commitment.

Progress:* Earlier evidence from 2024-11-14 confirmed transfer; began trading on 2024-11-26.

Commitment: November 04, 2024: Continue executing share repurchases, with approximately 1.8 million shares repurchased by the end of Q3 2024.

🟡 Partially Met | Certainty: 60%

Analysis: The provided Q3 call summary does not explicitly restate cumulative repurchases; ongoing program is referenced elsewhere. Limited direct evidence in summaries for the 1.8M figure.

Progress:* Earlier evidence from 2024-11-04 (earnings call) in context references strong cash generation; the specific 1.8M repurchase count is not captured in the summary text.

Cluster: Ecosystem and Community Engagement

Commitment: September 04, 2025: Host AIPCon 8 with exclusive pre-stream content 20 minutes before the livestream to highlight customer outcomes.

✅ On Track | Certainty: 90%

Analysis: Event announced for Sept 4 with pre-stream content; customer outcome focus described. Occurred on the stated date.

Progress:* A recent update from 2025-09-04 confirmed AIPCon 8 scheduling with pre-stream access.

Commitment: September 04, 2025: Feature 70+ speakers from U.S. commercial customers to share production AI use cases across industries.

✅ On Track | Certainty: 90%

Analysis: Program lineup specifying 70+ speakers and named presenters confirms breadth and cross-industry scope.

Progress:* A recent update from 2025-09-04 listed 70+ U.S. commercial speakers and named customers presenting production use cases.

Commitment: September 04, 2025: Provide live stream access via Palantir’s YouTube channel to broaden event reach.

✅ On Track | Certainty: 90%

Analysis: Livestream access and broadcast channel disclosed; aligns with reach objectives.

Progress:* A recent update from 2025-09-04 confirmed YouTube livestream availability for AIPCon 8.