Palantir reports Q2 revenue up 93% YoY to $1.94B, vs. $1.8B est., US commercial revenue up 149%, and raises FY 2026 revenue guidance; PLTR jumps 9%+ after hours (Samantha Subin/CNBC)

For teams evaluating data platform and AI infrastructure vendors, the 149% US commercial growth figure is the more operationally relevant data point because it reflects enterprise demand outside Palantir's traditional government base. A guidance raise on top of the beat indicates management expects that demand to hold into the second half of 2026. Only one feed surfaced the item here, so the numbers rest on a single source and broader corroboration is limited.