Has Claude / AI (highlighted here) had a meaningful impact on new Commercial contract wins for Palantir? That’s the big question on Monday and moving forward. Look first to that line item (Commercial revenue growth) in the P&L, the US Commercial FY guidance number, and the incremental margins earned. Estimates for all of those below:
Pay Close Attention to the Commercial Growth: Palantir Consensus Expectations for Monday
Consensus Estimates + Valuation Context
