✍️ Palantir Q4 Deals Summary

Contracts you need to know before the Q4 results

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Editor: Emanuele Marabella

Palantir’s recent contractual activity was intense.

Here are the contracts you need to know before the Q4 results (Monday 2nd, February, after market close):

• $440mn deal with the US Navy to provide Ship OS;

• $200mn with Lumen to support AI in complex, multi-cloud environments;

• $100mn sole contract from the IRS;

• NVIDIA partnership to operationalize AI;

• Teton Ridge partnership in collaboration with TWG AI and Nvidia;

• DGSI (France’s intelligence) multi-year renewal with the DGSI;

• IG expansion to assess portfolio risks;

• Cubic partnership to deliver outcomes to shared military customers;

• Accenture extension by forming the Accenture Palantir Business Group;

• Snowflake partnership to integrate AI Data Cloud with Foundry and AIP;

• US Department of Energy agreement to advance the Genesis Mission;

• Northslope expansion;

• Exiger partnership to accelerate Defense acquisition;

• PwC UK multi-year partnership;

• FTAI Aviation multi-year partnership to reduce manufacturing costs;

• Multiverse partnership to launch NHS FDP Apprenticeships Programs;

• Dubai Holdings partnership to launch Aither JV;

• Stagwell partnership to launch a new AI marketing platform built on Foundry;

• Valoriza partnership (Spanish environmental services);

• OneMedNet partnership to advance healthcare AI.

Meanwhile in Q1 2026:

• HD Hyundai expanded its partnership;

• Innodata partnership.

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Yours,
Arny

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