PLTR

Cluster: Financial Performance and Guidance Commitments

Commitment: Raise full‐year revenue guidance to 36% year‐over‐year growth, with U.S. commercial revenue guidance of at least 68% (Published 2025-05-05)

✅ On Track | Certainty: 95%Analysis: Recent Q1 and guidance updates (notably the May 5, 2025 release) confirm that Palantir has raised its full‐year revenue targets to 36% growth and U.S. commercial revenue to at least 68%. This new guidance supersedes earlier targets.

Progress:* Q1 2025 Financial Results and Revenue Guidance Update (Published 2025-05-05) confirm the 36% and 68% targets.

Commitment: Set targets for Q2 2025 revenue between $934 million and $938 million and full‐year adjusted income from operations between $1.711 and $1.723 billion (Published 2025-05-05)

✅ On Track | Certainty: 93%Analysis: Recent financial documents from early May 2025 strongly support these Q2 and full‐year adjusted income targets. The consistency of these numbers in the latest results reinforces that the updated guidance is being met.

Progress:* Q1 2025 Financial Results and Revenue Guidance Update (Published 2025-05-05) reflects expectations for Q2 and full‐year targets.

Commitment: Commit to generating adjusted free cash flow in the range of $1.6 to $1.8 billion for fiscal 2025 as part of proactive financial forecasting (Published 2025-05-05)

✅ On Track | Certainty: 90%Analysis: Guidance updates released on May 5, 2025, indicate free cash flow targets close to the committed range. While slight variations exist with some earlier figures, the more recent guidance overrides prior estimates.

Progress:* Q1 2025 Financial Results (Published 2025-05-05) provide updated free cash flow guidance that aligns with the $1.6–$1.8 billion range.

Commitment: Achieve a revenue midpoint of $3.749 billion for full‐year 2025 with 31% year‐over‐year growth and targeted U.S. commercial revenue exceeding $1.079 billion at a minimum 54% growth rate (Published 2025-02-03; this more recent guidance supersedes earlier financial outlooks)

✅ On Track | Certainty: 95%Analysis: The February 3, 2025 guidance, reinforced by subsequent documents, confirms the revenue midpoint and growth rates. This updated outlook supersedes the older fiscal 2024 targets, demonstrating a clear progression.

Progress:* Q4 Earnings Call and Guidance Update (Published 2025-02-03) explicitly detail the $3.749 billion midpoint and U.S. commercial targets.

Commitment: Earlier guidance included revenue and free cash flow targets for fiscal 2024 (e.g., Q2 2024 revenue targets, adjusted income, and free cash flow commitments in documents published from late 2024), now updated by 2025 targets.

✅ On Track | Certainty: 90%Analysis: The transition from fiscal 2024 targets to 2025 guidance is clearly documented in recent releases. Updated 2025 targets from early 2025 documents override the older fiscal targets, demonstrating forward movement.

Progress:* Comparative analysis between late 2024 documents and the 2025 updates (Published 2025-02-03 and 2025-05-05) confirms the transition.

Cluster: Strategic Partnerships and Collaborations

Commitment: Establish a long-term strategic partnership with The Joint Commission to revolutionize healthcare data utilization via AI and data analytics (Published 2025-05-08)

✅ On Track | Certainty: 98%Analysis: A recent announcement (Published 2025-05-08) confirms the long-term partnership with The Joint Commission. This collaboration is designed to use Palantir's AI to enhance healthcare operations, with supporting quotes from leadership emphasizing its strategic importance.

Progress:* Announcement of Strategic Partnership with The Joint Commission (Published 2025-05-08) confirms the deal.

Commitment: Collaborate to revolutionize AI adoption in financial services by embedding AI core to business operations under a joint venture between Palantir, xAI, and TWG Global (Published 2025-05-06)

✅ On Track | Certainty: 97%Analysis: The joint venture announcement (Published 2025-05-06) lays out clear plans for integrating AI into financial services, demonstrating rapid deployment and strategic industry impact.

Progress:* Collaboration Announcement for AI Integration in Financial Services (Published 2025-05-06) provides detailed evidence.

Commitment: Enter partnerships with major international institutions (e.g., EYSA, Societe Generale, SAUR, and others) to operationalize data and AI across diverse sectors such as mobility, contract management, and urban services (Published 2025-03-06 to 2025-02-19)

✅ On Track | Certainty: 95%Analysis: Multiple strategic partnership announcements—ranging from EYSA (Published 2025-03-06) and Societe Generale (Published 2025-03-04) to SAUR Group (Published 2025-02-19)—confirm ongoing international collaborations, reinforcing the commitment.

Progress:* Strategic Partnership with EYSA (Published 2025-03-06).* Partnership Announcement with Societe Generale (Published 2025-03-04).* Multi-year agreement with SAUR (Published 2025-02-19).

Commitment: Renew and extend enterprise-level agreements—such as with Rio Tinto and strategic partners like Coles Supermarkets—to integrate and deploy Palantir’s AI platforms (Published 2024-11-13 and 2024-02-01)

✅ On Track | Certainty: 93%Analysis: Renewal and extension of enterprise agreements with Rio Tinto (Published 2024-11-13) and Coles Supermarkets (Published 2024-02-01) demonstrate successful long-term engagements that continue to drive technology integration across industries.

Progress:* Renewal announcement with Rio Tinto (Published 2024-11-13).* Partnership with Coles Supermarkets (Published 2024-02-01) supports this commitment.

Commitment: Join forces with cloud providers like Oracle and Microsoft to jointly sell and support AI and cloud solutions that address both commercial and government needs (Published 2024-04-04 and 2024-08-08)

✅ On Track | Certainty: 95%Analysis: The recent partnership announcements with Oracle (Published 2024-04-04) and Microsoft (Published 2024-08-08) provide solid evidence for joint sales and support initiatives. These agreements enhance Palantir’s positioning in both commercial and government sectors.

Progress:* Partnership with Oracle for cloud migration (Published 2024-04-04).* Expanded collaboration with Microsoft in the defense and intelligence sectors (Published 2024-08-08).

Cluster: Government, Defense, and National Security Commitments

Commitment: Deploy Anthropic’s Claude application for government sectors ensuring FedRAMP High and DoD Impact Level 5 compliance to support millions of federal employees (Published 2025-04-17)

✅ On Track | Certainty: 98%Analysis: The collaboration with Anthropic (Published 2025-04-17) confirms the deployment of the Claude application using FedRAMP High and DoD IL5 compliant frameworks. This initiative is aimed at significantly enhancing federal operational capabilities.

Progress:* Announcement of Collaboration with Anthropic for Claude Deployment (Published 2025-04-17).

Commitment: Expand contract obligations with U.S. Special Operations Command (USSOCOM) and integrate commercial software capabilities into defense missions to improve operational readiness (Published 2024-12-09)

✅ On Track | Certainty: 95%Analysis: Expansion of USSOCOM contracts, as detailed in the recent release (Published 2024-12-09), supports increased operational readiness and integration of innovative commercial solutions into defense missions.

Progress:* USSOCOM contract expansion announcement (Published 2024-12-09).

Commitment: Establish and operationalize AI capabilities for national security—including consortium formation for enhanced government AI integration and the implementation of innovative intelligence analysis tools (Published 2024-12-06 and 2024-11-07)

✅ On Track | Certainty: 93%Analysis: Multiple documents released in late 2024 (Published 2024-12-06 and 2024-11-07) provide evidence for operationalizing national security AI capabilities, including consortium efforts and intelligence analysis advancements.

Progress:* National security AI capabilities announcements (Published 2024-12-06 and 2024-11-07).

Commitment: Achieve FedRAMP High Authorization for Federal Cloud Services and commit to a full suite of high-security software offerings for sensitive government workloads (Published 2024-12-03)

✅ On Track | Certainty: 98%Analysis: The FedRAMP High Authorization was achieved as confirmed in the announcement (Published 2024-12-03), reinforcing Palantir’s commitment to providing secure solutions for federal workloads.

Progress:* Announcement of FedRAMP High baseline for Palantir Federal Cloud Services (Published 2024-12-03).

Commitment: Deliver advanced defense systems such as the TITAN ground station and electromagnetic battle management prototypes to equip U.S. military forces with real-time operational solutions (Published 2024-03-06 and 2024-03-29)

✅ On Track | Certainty: 94%Analysis: Award and production contract announcements for the TITAN system (Published 2024-03-06 and 2024-03-29) confirm the delivery of advanced defense technologies designed to enhance real-time operational decision-making.

Progress:* TITAN system contract award and prototype development (Published 2024-03-06 and 2024-03-29).

Cluster: AI Integration, Digital Transformation, and Technological Innovation

Commitment: Enhance and deploy Palantir’s AI platforms (Foundry, AIP, Gotham) to broaden access to software platforms and ramp up R&D investments, ensuring that new features are delivered rapidly and at scale (Published 2025-04-30 and 2025-03-14)

✅ On Track | Certainty: 90%Analysis: Recent initiatives including product enhancements and rapid R&D cycles (Published 2025-04-30 and 2025-03-14) validate progress in making Palantir’s platforms more accessible and innovative, with continuous feature rollouts.

Progress:* Recent product enhancement announcements (Published 2025-04-30 and 2025-03-14) underline the acceleration in R&D and feature delivery.

Commitment: Launch initiatives like the R37 AI Lab to transform healthcare financial performance through intelligent automation and to improve enterprise decision-making (Published 2025-03-14)

✅ On Track | Certainty: 98%Analysis: The launch of the R37 AI Lab (Published 2025-03-14) is a clear indicator of Palantir’s commitment to leveraging AI for transforming healthcare financial operations and enterprise decision-making.

Progress:* R37 AI Lab launch announcement (Published 2025-03-14) confirms the initiative.

Commitment: Announce product-centric innovations such as the deprecation of legacy backend processes to accelerate application development by up to 50× (Published 2024-11-15)

✅ On Track | Certainty: 95%Analysis: The product-centric innovation announcement (Published 2024-11-15) emphasizes significant strides in modernizing backend processes, significantly speeding up application development cycles.

Progress:* Announcements on legacy backend deprecation and development acceleration (Published 2024-11-15).

Commitment: Strengthen commitments to software centrality through direct customer engagement and bootcamp initiatives that position the AIP as the backbone of AI-powered transformation (Published 2024-05-06)

✅ On Track | Certainty: 90%Analysis: Extensive bootcamp initiatives and customer engagement efforts (evidenced in multiple communications, including those around May 2024) bolster the positioning of AIP as the central software infrastructure driving AI transformation.

Progress:* Customer bootcamp and direct engagement announcements (Published 2024-05-06).

Commitment: Collaborate with technology and cloud partners for migration of workloads (e.g., move Foundry to Oracle Cloud) and ensure ethical, secure, and high-performance deployments (Published 2024-04-04)

✅ On Track | Certainty: 93%Analysis: The migration of Foundry workloads to Oracle Cloud (Published 2024-04-04) highlights the collaboration with technology partners, ensuring that deployments remain ethical, secure, and high-performing, in line with strategic transformation goals.

Progress:* Migration partnership with Oracle Cloud (Published 2024-04-04).

Cluster: Healthcare, Social Impact, and Education Initiatives

Commitment: Deploy AI-powered solutions at hospitals (e.g., Tampa General) to reduce patient waiting times and optimize care coordination, thereby enhancing operational efficiency and clinical outcomes (Published 2024-06-05)

✅ On Track | Certainty: 98%Analysis: Deployment of AI solutions at Tampa General Hospital (Published 2024-06-05) demonstrates tangible improvements in patient care metrics such as reduced waiting times and enhanced care coordination.

Progress:* Hospital AI solution deployment at Tampa General (Published 2024-06-05).

Commitment: Support Ukrainian education by facilitating safe access to in-person learning for 300,000 pupils and implementing risk‐based safety ratings in schools to mitigate challenges caused by conflict (Published 2024-03-28)

✅ On Track | Certainty: 95%Analysis: The agreement to support Ukrainian education (Published 2024-03-28) has been clearly outlined with measurable targets for safe in-person learning, reinforcing Palantir’s commitment to education and social impact.

Progress:* Ukrainian education support agreement (Published 2024-03-28).

Commitment: Establish health-focused partnerships such as the Center for Linkage and Acquisition of Data (CLAD) with leading research institutions to enhance data integration for health research (Published 2024-01-11)

✅ On Track | Certainty: 95%Analysis: The partnership to establish CLAD (Published 2024-01-11) is an important step in integrating diverse data sets for advanced health research, which has been positively received by stakeholders.

Progress:* Partnership announcement for CLAD (Published 2024-01-11).

Commitment: Commit to long-term, multi-year partnerships with healthcare providers like Option Care Health to integrate AI tools for improved patient outcomes, supply chain optimization, and overall operational excellence (Published 2024-01-08)

✅ On Track | Certainty: 97%Analysis: The multi-year partnership with Option Care Health (Published 2024-01-08) clearly demonstrates the long-term commitment to integrating AI tools that streamline operations and improve clinical outcomes.

Progress:* Announcement of the Option Care Health partnership (Published 2024-01-08).

Cluster: Sustainability, Energy, and Manufacturing Enhancements

Commitment: Enable faster, safer production for American manufacturers through the Warp Speed platform, supporting customers in defense, aerospace, and unmanned systems to dramatically improve production agility and on-time delivery (Published 2025-03-13)

✅ On Track | Certainty: 97%Analysis: The Warp Speed platform initiative (Published 2025-03-13) is delivering demonstrable improvements in production agility and operational efficiency for American manufacturers, particularly in critical sectors.

Progress:* Warp Speed platform announcement with new customer deployments (Published 2025-03-13).

Commitment: Form strategic partnerships with companies like Tree Energy Solutions and Eaton to embed AI-driven solutions that optimize digital transformations in the energy and manufacturing sectors, thereby bolstering operational efficiency and sustainability (Published 2024-07-29 and 2024-05-29)

✅ On Track | Certainty: 95%Analysis: The partnerships with Tree Energy Solutions (Published 2024-07-29) and Eaton (Published 2024-05-29) validate efforts to integrate AI across energy and manufacturing, driving operational efficiency and contributing to sustainability goals.

Progress:* Partnership with Tree Energy Solutions (Published 2024-07-29).* Collaboration with Eaton for AI-driven digital transformation (Published 2024-05-29).

Commitment: Support energy sector modernization through a strategic, multi-year partnership with Bapco Upstream aimed at reducing carbon emissions by 30% and enhancing production efficiency in alignment with national sustainability goals (Published 2024-02-08)

✅ On Track | Certainty: 96%Analysis: The strategic multi-year partnership with Bapco Upstream (Published 2024-02-08) is directly aligned with national sustainability targets, including a 30% reduction in carbon emissions and improved production efficiency.

Progress:* Partnership announcement with Bapco Upstream (Published 2024-02-08).

Commitment: Accelerate production planning and supply chain efficiency for global companies through the optimization and digital transformation of manufacturing processes (Referenced across multiple documents, with the most recent emphasis found in the Warp Speed and Eaton partnership initiatives)

✅ On Track | Certainty: 93%Analysis: Multiple documents, including recent announcements of the Warp Speed platform and Eaton collaboration, support the transformation of production planning and supply chain processes, underscoring a consolidated digital strategy.

Progress:* Evidence from Warp Speed platform success (Published 2025-03-13).* Eaton partnership contributions (Published 2024-05-29).