Stocks
Palantir vs Salesforce: Hypergrowth Bet vs Cash Return Machine
Palantir and Salesforce, two tech giants, delivered contrasting earnings reports. Palantir's revenue surged 92.83% on August 3, 2026, while Salesforce reported a 13.27% lift on May 27, 2026.
Palantir's quarter was 'otherworldly,' according to CEO Alex Karp, with U.S. commercial revenue reaching $764 million, up 149% year over year. The company closed 73 deals of at least $10 million and saw U.S. government revenue hit $809 million, up 90%, powered by Gotham deployments.
Salesforce's quarter was 'an outstanding one,' according to Marc Benioff, anchored by Agentforce embedded across every Customer 360 app. Agentforce ARR reached $1.2 billion, up 205%, with customers processing 3.8 billion Agentic Work Units.