Palantir Watch
Signals
FOUNDED2003
FY25 REVENUE$4.48B
LOBBY SPEND 2025$6.08M
GOVT MIX~54%
EMPLOYEES4,429
CEO 2025 CAP$11.1B
MARKET CAP~$340B
CIA SEED~$2M (In-Q-Tel)
verified Jun 2026 · clearance: public · OSINT
Snapshot — last verified June 2026

Palantir Watch / They watch everyone. We watch them.

PLTR · NASDAQ  |  est. 2003  |  clearance level: PUBLIC
SIGNALS
FOUNDED2003
FY25 REVENUE$4.48B
LOBBY 2025$6.08M
GOVT MIX~54%
CUSTOMERS954 (FY25)
EMPLOYEES4,429 (end FY25)
Market Cap
~$340B
Apr 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
OTA · awarded Mar 202410 prototypes
$178.4M
DHS · 2014–ongoing · sole-source extension Apr 2025CIVIL RIGHTS FLAGGED
~$145M
UK Health · 2023–2031CONTESTED
£330M
CIA — Gotham platform (counterterrorism)
IC · ~2008–ongoingVALUE UNDISCLOSED
REDACTED
ICE — ImmigrationOS
DHS · awarded Apr 2025CIVIL RIGHTS FLAGGED
~$30M
Persons of interest
AK
CEO · co-founder
WATCH: MAX
PT
Co-founder · Chairman of the Board
WATCH: MAX
SS
WATCH: HIGH
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
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
MAY 2026
London blocks Met Police Palantir deal (up to £50M) on procurement grounds
On May 20, 2026, 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)
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)
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)
MAY 2025
NHS FDP uptake stalls — fewer than ¼ of trusts using it (end-2024)
Per NHS figures and FOI responses; DHSC awarded KPMG £8.5M in April 2024 to "promote adoption." Palantir said 72 trusts using as of May 2025; NHS England reported 110 trusts live or in delivery by end of January 2026.
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.
Primary sources: Palantir FY2025 10-K · SEC EDGAR — PLTR · OpenSecrets · USAspending.gov · Submit a correction