Palantir's Q1 2026 earnings report does not provide explicit guidance on the enterprise value of its AIP platform, focusing instead on revenue and operational metrics.
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
How has Palantir's guidance changed regarding its enterprise value for the AIP platform in Q1 2026?
Based on the provided Q1 2026 earnings transcript excerpts, there is no explicit “guidance” stated for “enterprise value for the AIP platform” specifically in Q1 2026. The transcript includes financial outlook by quarter/annual guidance (revenue, adjusted income from operations, adjusted free cash flow), but does not break out a separate metric for “enterprise value” of AIP, nor does it show a prior vs. revised AIP enterprise value figure for Q1 2026. 1
For Q2 2026, management provided specific guidance ranges for:
For full year 2026, management provided revised (raised) guidance ranges including:
The excerpts do discuss AIP’s business traction and metrics such as:
However, these are reported business metrics, not presented as Q1 2026 “enterprise value” guidance for AIP, and the excerpt set does not show a “change” from an earlier guidance baseline. 23
From the provided official excerpts, Palantir did not explicitly change or quantify any guidance for an “enterprise value for the AIP platform” in Q1 2026. The only clear forward-looking guidance provided relates to revenue, adjusted income from operations, and adjusted free cash flow (not a separately stated “enterprise value” AIP metric). 1
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