✍️ Palantir Q1 Deals Summary
Contracts you need to know before the Q1 results
Editor: Emanuele Marabella
Palantir’s recent contractual activity was intense.
Here are the contracts you need to know before the Q1 results (Monday 4th, May, after market close):
Maven became an official Program of Record for the US Military;
Maven Smart System (AI targeting) expansion in the Czech Republic;
Up to $1bn with the US Department of Homeland Security;
$1bn for 5y with the Office of Procurement Operations.
Airbus expansion rumored to be ~$1bn over 10 years;
Bain global expansion;
5y expansion with Stellantis;
Nvidia expansion to deliver a sovereign AI OS reference architecture
HD Hyundai expansion worth “hunders of millions” over several years ;
Polymarket and TWG partnership to police sports betting.
GE Aerospace expansion to increase the J85 engine’s readiness.
LG CNS partnership to drive AI across the LG Group;
Centrus Energy partnership;
Moder partnership to co-build an AI-powered mortgage operations platform;
Ondas and World View partnership to advance the capabilities of the Multi-Domain Intelligence Platforms;
OneMedNet partnership to launch the Real-World-Data Platform;
Valar Atomics disclosed as client;
Rackspace partnership to enhance UK Government Managed Operations;
Sibyl, a French consultancy, partnership;
Instinctools, a German software engineering company, partnership.
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Previous deal summary:
Yours,
Arny
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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.
Great summary as always. Looking forward to the earning call with Amit and the team on Monday.