Intelligence Feed event · Geopolitical · 2026-10-14

    Palantir Q2 Revenue Jumps 93% YoY Overtaking CrowdStrike Quarterly Top-Line

    Question

    Palantir Q2 Revenue Jumps 93% YoY Overtaking CrowdStrike Quarterly Top-Line

    Direct answer

    Palantir achieved 93% top-line growth in Q2 2026, overtaking CrowdStrike in total quarterly revenue and reflecting broad commercial and government adoption of its enterprise AI platforms. While CrowdStrike maintained healthy 26% growth amid elevated cybersecurity threats, the widening growth differential highlights distinct commercial momentum across enterprise software sub-sectors.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-14
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Palantir Q2 Revenue Jumps 93% YoY Overtaking CrowdStrike Quarterly Top-Line”, revision 1, evidence through 2026-10-14. https://marketontology.com/market-events/2026-10-14/palantir-q2-revenue-jumps-93-yoy-overtaking-crowdstrike-quarterly-top-line-813bc6

    GEOPOLITICAL
    Palantir Q2 Revenue Jumps 93% YoY Overtaking CrowdStrike Quarterly Top-Line
    Palantir achieved 93% top-line growth in Q2 2026, overtaking CrowdStrike in total quarterly revenue and reflecting broad commercial and government adoption of its enterprise AI platforms. While CrowdStrike maintained healthy 26% growth amid elevated cybersecurity threats, the widening growth differential highlights distinct commercial momentum across enterprise software sub-sectors.
    PLTRCRWD
    Impact
    73
    OCT 14
    SIG
    85%
    PLTRCRWD
    Palantir Q2 Revenue Jumps 93% YoY Overtaking CrowdStrike Quarterly Top-Line
    Palantir achieved 93% top-line growth in Q2 2026, overtaking CrowdStrike in total quarterly revenue and reflecting broad commercial and government adoption of its enterprise AI platforms. While CrowdStrike maintained healthy 26% growth amid elevated cybersecurity threats, the widening growth differential highlights distinct commercial momentum across enterprise software sub-sectors.
    → A 93% top-line growth rate relative to peer 26% rates expands PLTR's enterprise software multiple over cybersecurity benchmarks like CRWD.
    Impact
    Palantir achieved 93% top-line growth in Q2 2026, overtaking CrowdStrike in total quarterly revenue and reflecting broad commercial and government adoption of its enterprise AI platforms. While CrowdStrike maintained healthy 26% growth amid elevated cybersecurity threats, the widening growth differential highlights distinct commercial momentum across enterprise software sub-sectors.
    Affected
    PLTRCRWD
    Transmission
    A 93% top-line growth rate relative to peer 26% rates expands PLTR's enterprise software multiple over cybersecurity benchmarks like CRWD.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    PLTRenterprise software multiple expansion via 93% revenue accelerationUp1-4wPalantir achieved 93% growth in Q2 2026, overtaking CrowdStrike in quarterly revenue.
    CRWDrelative growth repricing in enterprise softwareWatch1-4wCrowdStrike grew 26% year-over-year driven by cybersecurity demand.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    PLTRUpdisagreed200.97 2026-10-14-0.23%PendingPending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

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