Revenue up 96%, bookings up just 6%. I read Palantir's Q3 twice because the he… · @harden_369741 · TwKit

@harden_369741

Revenue up 96%, bookings up just 6%. I read Palantir's Q3 twice because the headline and the footnotes tell different stories. Q3 revenue hit $2.31B, up 96%, its first quarter over $2B. US commercial revenue hit $984M, up 148%, passing US government revenue of $953M for the first time. But US commercial TCV fell from $2.132B last quarter to $1.463B, total TCV was $2.918B, up only 6%, and US commercial RDV was $6.517B, up 79% year over year and 4% quarter over quarter. The CFO said large new deals got shorter, with customers starting smaller trials. Full year revenue guidance rose to $8.530B to $8.534B. My three number check for any AI earnings report is revenue growth, bookings growth, and remaining contract value. When bookings lag revenue this badly, a beat reflects contracts signed in the past, not demand ahead. Palantir's quarter is strong and slowing at the same time, and I trust the second half more. #Palantir #AI #Earnings https://www.fool.com/investing/2026/11/02/palantir-grows-revenue-96-as-new-deals-slow-rapid-earnings-reaction/

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