https://k4i.com/tags/ai-software/ Recent content in AI Software on k4i.com Hugo en-us Tue, 04 Aug 2026 00:00:00 +0000 https://k4i.com/palantir-q2-2026-the-6.24-billion-backlog-number-matters-more-than-93-revenue-growth/ Tue, 04 Aug 2026 00:00:00 +0000 https://k4i.com/palantir-q2-2026-the-6.24-billion-backlog-number-matters-more-than-93-revenue-growth/ <p>Palantir reported second-quarter revenue of $1.94 billion against a $1.81 billion consensus, up 93 percent year over year, and every headline led with that growth rate. It is the wrong number to anchor on. The figure that determines whether this quarter is an inflection or a peak is the $6.24 billion in remaining U.S. commercial deal value, more than double the year-ago level and roughly eight times what the segment actually recognized in the three months just ended. Revenue growth tells you what already closed. Remaining deal value tells you what has been signed and not yet billed, and at that coverage ratio the 149 percent U.S. commercial growth rate is not a comp artifact waiting to unwind. It is a conversion schedule.</p>