Snapshot — last verified Aug 1st, 2026
Palantir Watch / They watch everyone. We watch them.
SIGNALS
FOUNDED2003
FY25 REVENUE$4.48B
LOBBY 2025$6.08M
GOVT MIX~54%
CUSTOMERS954 (FY25)
EMPLOYEES4,429 (end FY25)
Market Cap
~$295B
late Jul 2026
Govt Revenue
~54%
FY2025 · per 10-K
Largest contract
$10B
U.S. Army ESA · 10-yr ceiling (2025)
CEO 2025 CAP
$11.1B
"compensation actually paid" (proxy)
Active government contracts
classified sources
CIA — Gotham platform (counterterrorism)
REDACTED
ICE — ImmigrationOS
~$30M
Persons of interest
RT
Ryan Taylor
Chief Revenue Officer & Chief Legal Officer
WATCH: MED
Watch level (editorial):
MAX — founder + chief executive · HIGH — senior officer with sustained public role · MED — senior officer, less public-facing
MAX — founder + chief executive · HIGH — senior officer with sustained public role · MED — senior officer, less public-facing
Disclosed indicators (FY2025 10-K · 2025 proxy)
Govt revenue share (FY25)
54%
U.S. revenue share (FY25)
74%
Stock as % of NEO comp (FY24)
~76%
NHS FDP redacted pages
417/586
Lobby spend growth '20→'25
+153%
CEO base salary share (FY24)
24%
Recent events log
documented
JUL 2026
Palantir sues London's policing oversight body over blocked Met contract
In June 2026 Palantir filed a High Court claim against the Mayor's Office for Policing and Crime seeking an order that the blocked £50M Met Police contract be awarded, arguing the veto rested on an "unlawful and non-transparent" consideration of the company's reputation and politics; Lord Pannick KC appeared for Palantir. MOPAC is defending the decision as a value-for-money and procedural matter. At a July 2026 hearing the case was set down for trial in 2027. (BBC, ITV, Local Government Lawyer, Jun–Jul 2026)
JUN 2026
Zurich court rejects 22 of 23 Palantir claims against Swiss magazine Republik
On June 12, 2026, the Zurich Commercial Court dismissed 22 of the 23 right-of-reply demands Palantir and its Swiss subsidiary had brought against investigative magazine Republik over FOI-based reporting on Palantir's failed pitches to Swiss federal authorities, ordering Palantir to pay 95% of court costs plus Republik's legal expenses. Palantir said it would not appeal. Press-freedom groups (IPI, EFJ, RSF) had criticised the suit as intimidation. (Republik, heise, swissinfo, Lawyer Monthly, Jun 2026)
JUN 2026
Two Commons committees urge government to drop the £330M NHS FDP contract
On June 3, 2026, the cross-party Commons Science, Innovation and Technology Committee called for the NHS England contract with Palantir to be terminated, citing the company's "highly controversial policies and activities"; the Health and Social Care Committee has also urged ministers to examine alternatives. Sheffield City Council passed a cross-party motion against the FDP on June 24, and Greater Manchester's ICB reaffirmed its opt-out in May. (Amnesty UK, Byline Times, Good Law Project, Jun–Jul 2026)
JUN 2026
Just Futures Law sues DHS/ICE for records on Palantir's ELITE and ImmigrationOS
Immigrant-rights group Just Futures Law filed a FOIA lawsuit in early June 2026 against DHS and ICE seeking records on the agency's use of Palantir tools — including ELITE ("Enhanced Leads Identification & Targeting for Enforcement," a map-based targeting tool first revealed by 404 Media in January 2026 via a leaked user guide), ImmigrationOS, and the ICM system. (Just Futures Law, 404 Media, Jun 2026)
JUN 2026
Canada's $46.8M secret special-forces Palantir contract revealed
Federal procurement records surfaced by the Investigative Journalism Foundation show a sole-source CANSOFCOM contract with Palantir Canada for Gotham software, internally flagged "not for public disclosure," grew via 12 amendments from $14.4M (March 2020) to ~$44.4M by October 2025 — with DND reporting $46.8M spent to date. DND signed a further $3.7M data-platform contract in June 2025 (defence minister McGuinty called it a "legitimate procurement"), and reportedly plans $7.4M/year on two Palantir licences. (IJF Open By Default database, Toronto Star, Jun–Jul 2026)
MAY 2026
London blocks Met Police Palantir deal (up to £50M) on procurement grounds
On May 21, 2026 (the date cited in MOPAC's own statement; some contemporaneous reports said May 20), London's deputy mayor for policing and crime, Kaya Comer-Schwartz, refused to approve a proposed Met Police contract with Palantir UK — £25.3M for 2026-27 plus a £24.8M optional 2027-28 extension — citing a "clear and serious breach" of procurement rules and concern the tender unfairly favoured Palantir. The Met then published ~30 tender notices covering £300M+ of future technology; Palantir's Louis Mosley criticised the decision. (BBC, The Register, Computing, May 2026; MOPAC statement via ITV, Jul 2026)
MAY 2026
UK government cancels Homes for Ukraine contract, moves in-house
The Ministry of Housing, Communities & Local Government cancelled Palantir's Homes for Ukraine contract and moved to an in-house model, saying it saved the public purse millions. Palantir had taken the work on free in 2022, then raised the price to over £10M within two years. (TechPolicy.Press / Foxglove, May 2026)
APR 2026
Palantir posts 22-point "manifesto" on X; UK political backlash follows
On April 19, 2026, Palantir's official account posted a 22-point thread summarising The Technological Republic, asserting that "some cultures … remain dysfunctional and regressive" and urging an end to the postwar demilitarisation of Germany and Japan and a return to a U.S. military draft. The post drew ~32M views in two days; PLTR moved under 1%. UK MPs condemned it — Lib Dem MP Victoria Collins called it the "ramblings of a supervillain," Lib Dem MP Martin Wrigley "a parody of a RoboCop film," and Labour MP Rachael Maskell "quite disturbing." A UK petition to break Palantir contracts passed 200,000 signatures. (Guardian, Euronews, Benzinga, Democracy Now!, Apr 2026)
APR 2026
NHS FDP early-exit signalled in Parliament after manifesto backlash
At Westminster Hall in late April 2026, junior health minister Zubir Ahmed said the £330M NHS Federated Data Platform could be reassessed at its spring-2027 break clause, citing patient safety and value for money — adding to pressure already building around the contract. (The Register / Gizmodo, Apr 2026)
FEB 2026
Palantir moves headquarters from Denver to Aventura, FL (Miami area)
On February 17, 2026, Palantir announced on X: "We have moved our headquarters to Miami, Florida." An SEC filing lists the new principal executive offices at 19505 Biscayne Blvd., Aventura, FL — initially an Industrious co-working space next to Aventura Mall. Denver organizers who had protested the company for over a year claimed the departure as a victory; Miami-area immigrant-rights groups organized an "unwelcome party." (CNBC, Bloomberg, Denver Gazette, AFSC, Prism, Feb 2026)
NOV 2025
All five named executives file to sell — >$205M in same-day Form 144s
On November 20, 2025, Karp, Cohen, Taylor, Glazer, and Sankar each filed Form 144s proposing sales at a $163.99 reference price — over 1.26M shares combined (~$205M+), led by Karp's 585,000 shares (~$96M) and Cohen's ~405,000 (~$66M). Form 4s show executions on Nov 20–21 under Rule 10b5-1 plans, largely tied to RSU-vesting tax withholding. PLTR fell 5.85% to $155.74 on Nov 20. (SEC Form 144/Form 4 filings; Finbold; Yahoo Finance, Nov 2025)
OCT 2025
Reuters: Army memo flags security weaknesses in NGC2 (Palantir/Anduril)
Stock fell 7.5% on Oct 3, 2025; investor inquiries followed from Glancy Prongay & Murray, Pomerantz, Robbins Geller, Levi & Korsinsky.
JUL 2025
U.S. Army awards Enterprise Service Agreement, up to $10B / 10 yrs
Consolidates 75 prior contracts into a single ESA. Largest deal in Palantir history. (army.mil press release, 31 Jul 2025)
Primary sources:
Palantir FY2025 10-K ·
SEC EDGAR — PLTR ·
OpenSecrets ·
USAspending.gov ·
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