PLTR

Cluster: Financial Performance and Capital Allocation

Commitment: November 04, 2025: Raised full-year 2025 guidance to revenue of $4.396–$4.400B, U.S. commercial revenue of at least $1.433B, adjusted income from operations of $2.151–$2.155B, and adjusted free cash flow of $1.9–$2.1B, superseding the August 04 and May 05, 2025 updates.

✅ On Track | Certainty: 95%

Analysis: Q3 results and the company’s official updates reaffirm higher full‑year guidance. This November 4 raise explicitly supersedes earlier 2025 outlooks from August and May.

Progress:* A recent update from 2025-11-04 reaffirmed full-year guidance at $4.396–$4.400B revenue, AIFO $2.151–$2.155B, FCF $1.9–$2.1B, and U.S. commercial ≥$1.433B, superseding prior updates.* Earlier evidence from 2025-11-03 detailed Q3 results and raised FY25 guidance to the same ranges, confirming momentum behind the raise.* Earlier evidence from 2025-08-04 raised FY25 guidance to $4.142–$4.150B (now superseded by the 2025-11-04 update).* Earlier evidence from 2025-05-05 raised FY25 growth and AIFO/FCF targets (now superseded by the 2025-11-04 update).

Commitment: November 04, 2025: Guided Q4 2025 revenue to $1.327–$1.331B and adjusted income from operations to $695–$699M, reiterating and finalizing the prior-day release.

✅ On Track | Certainty: 90%

Analysis: Q4 guidance was reiterated on Nov 4 after being issued on Nov 3, with no contradictory updates. Actual Q4 results are not yet reported in the provided materials.

Progress:* A recent update from 2025-11-04 reiterated Q4 revenue of $1.327–$1.331B and AIFO of $695–$699M.* Earlier evidence from 2025-11-03 issued the same Q4 guide alongside Q3 results.

Commitment: November 04, 2025: Committed to GAAP operating income and net income in each quarter of fiscal 2025.

✅ On Track | Certainty: 85%

Analysis: GAAP profitability is evidenced in Q1, Q2, and Q3; Q4 remains pending but guidance supports continued profitability.

Progress:* A recent update from 2025-11-03 shows Q3 GAAP net income of $475.6M (40% margin).* Earlier evidence from 2025-08-04 shows Q2 GAAP net income of $327M (33% margin).* Earlier evidence from 2025-05-06/05-05 indicates GAAP income from operations in Q1 and raised FY guidance, supporting continued profitability.

Commitment: November 04, 2025: Guided to a full-year Rule of 40 score of 102% for 2025.

✅ On Track | Certainty: 90%

Analysis: Q3 Rule of 40 was 114%, exceeding the full-year target and indicating over‑achievement versus the 102% FY guide.

Progress:* A recent update from 2025-11-03 reported Rule of 40 at 114% in Q3, above the full-year guide of 102%.* Earlier evidence from 2025-08-04 cited Rule of 40 at 94% in Q2, showing sequential improvement.

Commitment: November 04, 2025: Continued repurchasing shares with approximately $880M of authorization remaining.

🟡 Partially Met | Certainty: 70%

Analysis: The authorization and intent are stated; the summaries provided do not quantify recent buyback execution. No contradictory evidence.

Progress:* A recent update from 2025-11-04 noted continued repurchases with ~$880M authorization remaining.* No additional evidence found in other 2025 documents quantifying repurchase activity.

Commitment: August 04, 2025: Raised full-year 2025 revenue guidance to $4.142–$4.150B and U.S. commercial revenue to in excess of $1.302B, later superseded on November 04, 2025.

🌟 Exceeded Expectations | Certainty: 95%

Analysis: The August raise was surpassed by higher November guidance; the newer update explicitly supersedes this commitment.

Progress:* A recent update from 2025-11-04 superseded the August guide with higher ranges.* Earlier evidence from 2025-08-04 recorded the initial raise that has since been exceeded.

Commitment: May 05, 2025: Raised full-year guidance to 36% revenue growth, at least 68% U.S. commercial growth, adjusted income from operations of $1.711–$1.723B, and adjusted free cash flow of $1.6–$1.8B, superseded by subsequent August and November raises.

🌟 Exceeded Expectations | Certainty: 95%

Analysis: Subsequent August and November updates raised the bar significantly; the November guide supersedes May.

Progress:* A recent update from 2025-11-04 superseded May guidance with substantially higher AIFO and FCF ranges.* Earlier evidence from 2025-08-04 raised FY25 guidance beyond May levels.

Commitment: February 03, 2025: Initiated FY 2025 guide of $3.741–$3.757B revenue, U.S. commercial revenue >$1.079B, adjusted income from operations of $1.551–$1.567B, and adjusted free cash flow of $1.5–$1.7B, superseded by later updates.

🌟 Exceeded Expectations | Certainty: 95%

Analysis: Initial FY25 guide has been raised multiple times, most recently on Nov 4; the latest supersedes this baseline.

Progress:* A recent update from 2025-11-04 superseded the February initial guide with higher ranges.* Earlier evidence from 2025-08-04 and 2025-05-06/05-05 show sequential raises beyond the February baseline.

Cluster: Government and Defense Mission Delivery

Commitment: November 04, 2025: Supported the U.S. Army’s consolidation onto Vantage and rapid sunsetting of legacy systems in line with current directives.

✅ On Track | Certainty: 92%

Analysis: The Q3 call cites an Army directive to consolidate on Vantage, aligning with the commitment. The December 2024 Vantage extension supports continued delivery.

Progress:* A recent update from 2025-11-04 referenced the Army directive to consolidate on Vantage and sunset legacy systems.* Earlier evidence from 2024-12-18 detailed a 4-year Vantage extension with broad Army adoption.

Commitment: November 04, 2025: Sustained investment in delivering advanced defense capabilities to the U.S. government and allied partners.

✅ On Track | Certainty: 90%

Analysis: Multiple 2025 initiatives (Hadean UK MoD, AFS partnership, Warp Speed for Warships) and 2024 expansions (USSOCOM, consortium with Anduril) demonstrate ongoing investment and delivery.

Progress:* A recent update from 2025-09-10 detailed deployment plans with Hadean across UK Armed Forces.* Earlier evidence from 2025-07-02 launched Warp Speed for Warships with the U.S. Navy’s MIBP.* Earlier evidence from 2025-06-30 established a strategic partnership with Accenture Federal Services to scale delivery.* Earlier evidence from 2024-12-09 expanded USSOCOM integration as lead software integrator.* Earlier evidence from 2024-12-06 formed a national security consortium with Anduril.

Commitment: September 10, 2025: Deployed Hadean’s simulation, C2, and training tools on Foundry across the UK Armed Forces, including availability in real-world classified MoD environments within months.

🟡 Partially Met | Certainty: 78%

Analysis: Deployment partnership announced with “within months” availability to classified environments; no later confirmation of classified deployment in provided summaries.

Progress:* A recent update from 2025-09-10 announced the Foundry-based deployment and near-term classified availability.* No newer evidence found confirming go-live in classified environments.

Commitment: July 02, 2025: Launched Warp Speed for Warships to accelerate warship production, fleet readiness, and digital transformation across the maritime industrial base.

✅ On Track | Certainty: 88%

Analysis: Program launch documented with Navy-backed funding and intent; subsequent materials do not contradict progress.

Progress:* Earlier evidence from 2025-07-02 announced the launch and objectives under the Navy’s Maritime Industrial Base Program.

Commitment: June 30, 2025: Established a strategic partnership with Accenture Federal Services as a preferred implementation partner training 1,000 practitioners on Foundry and AIP and co-developing key offerings.

✅ On Track | Certainty: 85%

Analysis: Strategic partnership and training plan are documented; no follow-up metrics yet, but no contradictions.

Progress:* Earlier evidence from 2025-06-30 confirmed preferred-partner status and the 1,000-practitioner training initiative.

Commitment: December 18, 2024: Extended Army Vantage with a contract up to four years, committing to continuously add AI capabilities and operationalize data across the Department of the Army.

✅ On Track | Certainty: 92%

Analysis: Contract extension and usage scale confirmed; Nov 2025 Army consolidation directive reinforces scope and momentum.

Progress:* Earlier evidence from 2024-12-18 detailed the multi-year extension and extensive user adoption.* A recent update from 2025-11-04 referenced consolidation on Vantage consistent with extension aims.

Commitment: December 09, 2024: Expanded the USSOCOM contract to deliver advanced AI and mission management capabilities as lead software integrator.

✅ On Track | Certainty: 90%

Analysis: Contract expansion is documented; no subsequent reversals reported.

Progress:* Earlier evidence from 2024-12-09 confirmed expansion to lead software integrator and initial Mission Manager deployment.

Commitment: December 06, 2024: Formed a national security consortium using Anduril’s Lattice and Palantir AIP (including Maven Smart System) to improve decision-making across joint missions.

✅ On Track | Certainty: 85%

Analysis: Consortium formation and objectives documented; ongoing work implied; no contradictory updates.

Progress:* Earlier evidence from 2024-12-06 announced the consortium and its mission focus.

Cluster: Security, Compliance, and Market Access Credentials

Commitment: September 17, 2025: Achieved CMMC Level 2 certification validating capability to secure national defense data and handle CUI.

✅ On Track | Certainty: 95%

Analysis: Certification achievement confirmed via C3PAO assessment.

Progress:* A recent update from 2025-09-17 confirmed CMMC Level 2 certification.

Commitment: September 17, 2025: Offered FedStart to help SaaS partners rapidly achieve FedRAMP and CMMC compliance and access federal opportunities.

✅ On Track | Certainty: 90%

Analysis: FedStart’s utility is evidenced by Anthropic’s Claude advancement to FedRAMP High/DoD IL5 environments.

Progress:* A recent update from 2025-09-17 promoted FedStart for partner compliance acceleration.* Earlier evidence from 2025-04-17 showed Anthropic leveraging FedStart toward FedRAMP High and IL5.

Commitment: September 17, 2025: Continued to invest in security-first architectures and robust compliance frameworks to protect sensitive government data and empower the DIB.

✅ On Track | Certainty: 88%

Analysis: CMMC L2, FedRAMP High (Dec 2024), and ongoing FedStart evidence demonstrate sustained investment.

Progress:* A recent update from 2025-09-17 noted continued investment and certification achievements.* Earlier evidence from 2024-12-03 documented FedRAMP High Authorization.

Commitment: April 17, 2025: Through FedStart, enabled Anthropic’s Claude to be offered to federal users with FedRAMP High and DoD IL5 compliance via a multi-cloud strategy.

✅ On Track | Certainty: 90%

Analysis: The announcement details pathway and environments; aligns with FedStart’s purpose.

Progress:* Earlier evidence from 2025-04-17 confirmed Claude availability path under FedRAMP High/IL5 via FedStart.

Commitment: December 03, 2024: Achieved FedRAMP High Authorization for federal cloud services enabling secure processing of sensitive unclassified workloads.

✅ On Track | Certainty: 95%

Analysis: Authorization is explicitly confirmed.

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

Commitment: December 03, 2024: Accelerated collaboration with technology partners to operate securely for U.S. government missions post–FedRAMP High.

✅ On Track | Certainty: 88%

Analysis: FedRAMP High paired with partner motions (e.g., FedStart, Anthropic) validates accelerated secure collaboration.

Progress:* Earlier evidence from 2024-12-03 emphasized expanded secure partner operations.* Earlier evidence from 2025-04-17 (Anthropic) illustrated post‑authorization partner enablement.

Cluster: Manufacturing, Industrial, and Energy Transformation

Commitment: November 17, 2025: Entered a multi-year strategic partnership with FTAI Aviation to leverage AIP across its global MRO footprint.

✅ On Track | Certainty: 93%

Analysis: Partnership announcement and initial results cited; scope is multi-year and active.

Progress:* A recent update from 2025-11-17 announced the multi-year FTAI partnership and early results.

Commitment: November 17, 2025: Used AIP to improve maintenance scheduling, inventory, automation, and internal supply chain to reduce costs, speed turnaround, and improve unit economics toward a long-term 25% market share goal.

🟡 Partially Met | Certainty: 80%

Analysis: Initial results in facilities reported as “impressive,” but longer-term unit economics and market share outcomes remain ahead.

Progress:* A recent update from 2025-11-17 detailed process improvements and stated early “impressive” results; long-term 25% share is a future goal.

Commitment: September 04, 2025: Expanded a five-year partnership with Lear to broaden Foundry, Warp Speed, and AIP across global manufacturing, building on more than $30M in H1 2025 savings.

✅ On Track | Certainty: 92%

Analysis: Expansion and quantified H1 savings documented.

Progress:* A recent update from 2025-09-04 confirmed expansion and >$30M H1 2025 savings with 11,000+ users.

Commitment: June 26, 2025: Co-developed and deployed a Nuclear Operating System via Warp Speed to deliver on-time, on-budget nuclear construction with AI-driven regulatory and predictive capabilities.

✅ On Track | Certainty: 85%

Analysis: Co-development and deployment announced; no contradictions reported.

Progress:* Earlier evidence from 2025-06-26 confirmed NOS partnership and deployment intent within Warp Speed.

Commitment: June 10, 2025: Entered a multi-year AI partnership with Fedrigoni to optimize stock and demand forecasting and build a data-driven organization.

✅ On Track | Certainty: 85%

Analysis: Multi-year partnership launched; no contradictory updates.

Progress:* Earlier evidence from 2025-06-10 announced the partnership with initial focus areas.

Commitment: March 13, 2025: Scaled Warp Speed adoption across new manufacturers (e.g., Epirus, Red Cat, Saildrone, Saronic, SNC, Ursa Major) to accelerate U.S. production and ensure on-time delivery for complex programs like TITAN.

✅ On Track | Certainty: 88%

Analysis: New customer cohort announced; aligns with broader reindustrialization progress.

Progress:* Earlier evidence from 2025-03-13 confirmed six new Warp Speed customers and use cases.

Commitment: December 11, 2024: Supported the inaugural Warp Speed manufacturing cohort, with reported up to 200x gains in supply-shortage responsiveness and expanded deployments at Shield AI and L3Harris.

✅ On Track | Certainty: 90%

Analysis: Cohort results and expansions documented.

Progress:* Earlier evidence from 2024-12-11 reported up to 200x responsiveness gains and expanded deployments.

Commitment: December 11, 2024: Extended a three-year partnership with Panasonic Energy to transform U.S. battery manufacturing and bolster energy self-sufficiency.

✅ On Track | Certainty: 85%

Analysis: Extension and transformation goals documented; no later contradictions.

Progress:* Earlier evidence from 2024-12-11 confirmed the extended partnership and objectives.

Cluster: Healthcare and Life Sciences Data and AI Transformation

Commitment: November 17, 2025: Launched NHS Federated Data Platform apprenticeship programmes with Multiverse, with first cohorts in February 2026 to upskill staff in data and AI.

🟡 Partially Met | Certainty: 88%

Analysis: Program launched; cohorts scheduled for Feb 2026; benefits context from FDP metrics supports rationale.

Progress:* A recent update from 2025-11-17 announced the apprenticeship programmes with Feb 2026 start and cited FDP benefits to date.

Commitment: October 06, 2025: Entered a multi-year partnership with OneMedNet to integrate AIP and deliver anonymized, regulatory-grade near real-time clinical data with faster inquiries and AI-powered cohorting and search.

✅ On Track | Certainty: 90%

Analysis: Multi-year agreement and platform integration documented.

Progress:* A recent update from 2025-10-06 detailed AIP integration, network scale, and targeted capabilities.

Commitment: May 08, 2025: Formed a long-term strategic partnership with The Joint Commission to modernize accreditation using AI to improve patient safety and outcomes.

✅ On Track | Certainty: 85%

Analysis: Long-term modernization partnership announced; no contradictory updates.

Progress:* Earlier evidence from 2025-05-08 confirmed the partnership and intended outcomes.

Commitment: March 14, 2025: Launched the R37 AI lab with R1 to automate revenue cycle operations and deploy enterprise solutions in H2 2025.

🟡 Partially Met | Certainty: 75%

Analysis: Lab launched with H2 2025 deployment plans; no subsequent confirmation in summaries that enterprise deployments occurred within H2.

Progress:* Earlier evidence from 2025-03-14 announced R37 with target deployments in H2 2025; no newer deployment confirmation found.

Commitment: December 18, 2024: Partnered with Pray.com to accelerate AI translation, reducing content translation from days to minutes to broaden access for ministries and nonprofits.

✅ On Track | Certainty: 90%

Analysis: Outcomes and efficiency gains documented.

Progress:* Earlier evidence from 2024-12-18 reported translation time reduction and accelerated feature delivery.

Cluster: Financial Services and Insurance AI Modernization

Commitment: August 12, 2025: Expanded a multi-year partnership with SOMPO to scale Foundry across subsidiaries in Japan, targeting about $10M annual financial improvement via AI-enhanced underwriting.

✅ On Track | Certainty: 88%

Analysis: Expansion and targeted annual improvement documented; broad user adoption noted.

Progress:* A recent update from 2025-08-12 confirmed the expansion, 8,000+ users, and ~$10M targeted annual improvement.

Commitment: May 06, 2025: Collaborated with xAI and TWG Global to embed a modular AI workforce across financial services on an outcome-based model delivering measurable P&L impact in roughly 90 days.

✅ On Track | Certainty: 80%

Analysis: Collaboration launched; Nov 4 earnings call cites momentum with TWG (Vergence.ai), supporting execution. Specific 90-day P&L evidence not quantified in summaries.

Progress:* A recent update from 2025-11-04 referenced strategic momentum with TWG/Vergence.ai.* Earlier evidence from 2025-05-06 announced the outcome-based model and 90-day impact target.

Commitment: March 05, 2025: Established a joint venture with TWG Global to integrate AI at scale across financial services and insurance by embedding intelligence across core functions.

✅ On Track | Certainty: 85%

Analysis: JV formation documented; later references to TWG momentum reinforce ongoing activity.

Progress:* A recent update from 2025-11-04 mentioned continued progress with TWG/Vergence.ai.* Earlier evidence from 2025-03-05 announced the JV and its scope.

Commitment: March 04, 2025: Partnered with Societe Generale to deploy solutions enhancing security, data integrity, and financial-crime risk management across international retail banking.

✅ On Track | Certainty: 85%

Analysis: Deployment within SocGen confirmed; no contradictory updates.

Progress:* Earlier evidence from 2025-03-04 confirmed deployment and capability focus.

Cluster: Telecom and Network Modernization

Commitment: September 04, 2025: Collaborated with Lumen to deploy Foundry and AIP to streamline workflows, decommission legacy telecom infrastructure, migrate products, and make operations AI-driven.

🟡 Partially Met | Certainty: 82%

Analysis: Collaboration and objectives documented; execution against decommissioning/migration milestones not yet quantified in summaries.

Progress:* A recent update from 2025-09-04 announced the collaboration, objectives, and targeted operational areas.

Cluster: Urban Services and Smart City Operations

Commitment: November 06, 2025: Partnered with Valoriza to power waste and urban services with AIP and Foundry, unifying IoT and operational data to optimize routes, reduce emissions, and launch new digital services at scale.

✅ On Track | Certainty: 88%

Analysis: Partnership announced with clear deployment aims; early-stage with no contradictions.

Progress:* A recent update from 2025-11-06 detailed the Valoriza partnership and objectives.

Commitment: March 06, 2025: Formed a three-year strategic partnership with EYSA to integrate Palantir software and AI for smarter urban mobility applications including real-time road safety management and dynamic pricing.

✅ On Track | Certainty: 85%

Analysis: Agreement and pilot success documented; no contradictory updates.

Progress:* Earlier evidence from 2025-03-06 confirmed the 3-year partnership and successful pilot.

Commitment: February 19, 2025: Established a multi-year partnership with SAUR to enhance contract management with generative AI, deploying to 300+ users and reducing complex processes from hours to minutes.

✅ On Track | Certainty: 90%

Analysis: Live deployment to 300+ users and time reduction achieved.

Progress:* Earlier evidence from 2025-02-19 confirmed deployment scale and efficiency gains.

Cluster: Ecosystem, Channels, and Go-to-Market Partnerships

Commitment: November 19, 2025: Expanded a multi-year, multi-million-pound alliance with PwC UK to act as preferred partners in the UK, with PwC as Palantir’s preferred delivery partner to scale AI-led transformation.

✅ On Track | Certainty: 93%

Analysis: Expansion and preferred-partner designations documented with funding commitment from PwC.

Progress:* A recent update from 2025-11-19 confirmed the expanded alliance, investment, and preferred roles.

Commitment: October 16, 2025: Partnered with Snowflake to integrate the AI Data Cloud with Foundry and AIP, enabling zero-copy interoperability and rapid deployment of AI agents to improve KPIs.

✅ On Track | Certainty: 90%

Analysis: Integration and customer use (Eaton) documented; no contradictions.

Progress:* A recent update from 2025-10-16 detailed the partnership, zero-copy interoperability, and use cases.

Commitment: April 11, 2025: Launched the Aither joint venture with Dubai Holding to scale enterprise-grade AI across UAE strategic sectors, aligned to D33 and national talent development, with formal signing slated for October 31, 2025.

🟡 Partially Met | Certainty: 72%

Analysis: JV launch and objectives documented; the provided summaries contain no confirmation that the formal signing occurred on Oct 31, 2025.

Progress:* Earlier evidence from 2025-04-11 announced the JV and slated signing date.* No newer evidence found confirming the Oct 31 formal signing; status pending verification.

Cluster: Workforce Development and Customer Enablement

Commitment: November 04, 2025: Continued and expanded Warp Speed and American Tech Fellowship initiatives to support reindustrialization and train frontline builders.

✅ On Track | Certainty: 88%

Analysis: Q3 call noted expansion of these programs; additional Warp Speed activity throughout 2025 supports continuity.

Progress:* A recent update from 2025-11-04 cited program expansion.* Earlier evidence from 2025-07-02 and 2025-03-13 reported new Warp Speed initiatives and customers.

Commitment: November 04, 2025: Created American Tech Fellowship-style programs for customers’ employees upon request to accelerate capability building.

✅ On Track | Certainty: 85%

Analysis: Q3 call referenced customer-requested fellowship rollouts; no contradictory updates.

Progress:* A recent update from 2025-11-04 described creating customer-employee programs on request.

Cluster: Australia Market Expansion via IRAP and Local Cloud Delivery

Commitment: November 20, 2025: Enabled a broader set of Australian government and commercial customers to use Palantir platforms while meeting national security and privacy standards following IRAP PROTECTED.

✅ On Track | Certainty: 95%

Analysis: IRAP PROTECTED achievement confirmed by independent assessor; expands eligible customer base.

Progress:* A recent update from 2025-11-20 confirmed IRAP PROTECTED and resultant market access.

Commitment: November 20, 2025: Delivered Palantir Platform Australia cloud services, including Foundry and AIP, hosted in Australian AWS regions to meet locality, security, and compliance needs.

✅ On Track | Certainty: 93%

Analysis: Local hosting in Australian AWS regions documented as part of PPA rollout.

Progress:* A recent update from 2025-11-20 detailed PPA delivery in Australian AWS regions.

Commitment: November 20, 2025: Expanded software delivery across Australia to accelerate digital transformation and AI adoption in government and commercial sectors.

✅ On Track | Certainty: 90%

Analysis: IRAP and local hosting underpin expanded delivery; intent and outlook stated.

Progress:* A recent update from 2025-11-20 emphasized expanded delivery and adoption acceleration.

Commitment: November 20, 2025: Committed to the highest security standards to support Australia’s mission to safeguard sensitive data and infrastructure.

✅ On Track | Certainty: 90%

Analysis: Commitment reiterated in IRAP announcement with associated security posture.

Progress:* A recent update from 2025-11-20 included statements on security commitment tied to IRAP PROTECTED.

Cluster: Product Innovation and R&D

Commitment: November 04, 2025: Delivered production-grade AI capabilities via AIP to turn AI from promise into performance.

✅ On Track | Certainty: 92%

Analysis: Q3 call details production-grade features and outcomes, including significant Rule of 40 and revenue acceleration tied to AIP adoption.

Progress:* A recent update from 2025-11-04 highlighted AIP production-grade capabilities and impact.

Commitment: November 04, 2025: Shared AIP’s compounding AI leverage with customers with a company-wide focus on value creation.

✅ On Track | Certainty: 90%

Analysis: Q3 metrics (growth, TCV, Rule of 40) reflect compounding leverage; customer examples cited.

Progress:* A recent update from 2025-11-03/11-04 described compounding leverage and record TCV.

Commitment: November 04, 2025: Continued investment in AIP product development and elite technical hiring with expenses expected to increase in Q4.

✅ On Track | Certainty: 85%

Analysis: Management guidance indicates ongoing investment; no contradictory financial updates provided post-Nov 4.

Progress:* A recent update from 2025-11-04 stated continued investment and expected Q4 expense increases.

Commitment: November 04, 2025: Continued development and deployment of AI Hivemind for agent-driven problem solving integrated with ontology.

✅ On Track | Certainty: 90%

Analysis: AI Hivemind capability described in Q3 call, including mission planning integrations.

Progress:* A recent update from 2025-11-04 detailed AI Hivemind agent generation and integration.

Commitment: November 04, 2025: Provided Edge Ontology for far-edge deployments on mobile and embedded devices integrated with enterprise AIP.

✅ On Track | Certainty: 90%

Analysis: Edge Ontology release confirmed for embedded/edge devices.

Progress:* A recent update from 2025-11-04 announced Edge Ontology integrated with enterprise AIP.

Commitment: July 22, 2025: Committed to continued R&D investment to enhance offerings and develop new features for the foreseeable future.

✅ On Track | Certainty: 88%

Analysis: Subsequent Nov 4 statements on increased expenses and ongoing development reinforce continued R&D.

Progress:* Earlier evidence from 2025-07-22 stated continued R&D investment.* A recent update from 2025-11-04 reinforced increased spend for product development.

Commitment: April 30, 2025: Continued investing in research and development and usability enhancements with expected expense increases.

✅ On Track | Certainty: 85%

Analysis: Later communications (Nov 4) reaffirm increased expenses tied to product investment.

Progress:* Earlier evidence from 2025-04-30 noted ongoing R&D investment and rising expenses.* A recent update from 2025-11-04 aligned with increased Q4 expenses.

Commitment: February 18, 2025: Continued R&D investment with a 26% YoY increase in 2024 to enhance offerings and functionality.

✅ On Track | Certainty: 90%

Analysis: 2024 R&D increase documented; subsequent 2025 updates show continued momentum.

Progress:* Earlier evidence from 2025-02-18 reported 26% YoY 2024 R&D increase.

Cluster: Investor and Community Engagement

Commitment: November 03, 2025: Held a live public webcast to discuss Q3 2025 results and financial outlook with replay availability.

✅ On Track | Certainty: 95%

Analysis: Webcast and Q3 disclosures documented on Nov 3.

Progress:* A recent update from 2025-11-03 confirmed the webcast and results release.

Commitment: November 03, 2025: Made the CEO’s quarterly letter available on the company website.

✅ On Track | Certainty: 95%

Analysis: CEO letter availability documented.

Progress:* A recent update from 2025-11-03 referenced the CEO’s letter.

Commitment: November 03, 2025: Published an investor presentation with supplemental financial information and reconciliations on the Investor Relations website.

✅ On Track | Certainty: 95%

Analysis: Investor presentation release documented.

Progress:* A recent update from 2025-11-03 confirmed the investor presentation.

Commitment: September 04, 2025: Hosted AIPCon 8 with exclusive pre-stream content and 70+ U.S. commercial customer speakers available via YouTube livestream.

✅ On Track | Certainty: 90%

Analysis: Event held as announced.

Progress:* A recent update from 2025-09-04 confirmed AIPCon 8 event details and participating customers.