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The Palantir Pulse

February 2026 | Q4 2025 Edition

Feb '26 | Q4 '25 Edition

Feb '26 | Q4 2025 Edition

The Palantir Pulse

February 2026 | Q4 2025 Edition

Feb '26 | Q4 2025 Edition

Welcome to the first edition of The Palantir Pulse. We shall be publishing this quarterly, timed to Palantir's earnings cycles, because we believe enterprise decision-makers deserve a regular, evidence-based view of how commercial customers are actually deploying the platform.

We are Valliance — an AI-native consultancy for enterprise clients. Our model is outcome-based: we charge for results, not hours. Our goal is to bring market-leading time to value leveraging the best technologies on earth. Right now Palantir is one of those technologies.

This report is designed enterprise decision-makers who want an independent, clear-eyed assessment of Palantir's commercial footprint and trajectory.

Why this report?
Methodology

We find ourselves regularly advocating for Palantir’s technology. In our view it is completely unrivalled to anything else available in the market today when it comes to uniting enterprise data and deploying AI at scale. The same questions arise in every engagement: "Who else is using it? What is really working? How far are people getting?" Those questions deserve data-driven answers. We see what works and where organisations get stuck. But we wanted to go beyond our own client base and examine the broader market systematically. We built a dataset of 217 publicly referenced customers spanning every major industry and company size, from sub-$1B enterprises to Fortune 100 firms. That is enough signal to identify real patterns: what correlates with progress, where the common failure modes are, and what distinguishes the elite deployers from the rest. If you are evaluating Palantir or trying to get more from an existing deployment, this is for you.

Why this report?

Methodology

We find ourselves regularly advocating for Palantir’s technology. In our view it is completely unrivalled to anything else available in the market today when it comes to uniting enterprise data and deploying AI at scale. The same questions arise in every engagement: "Who else is using it? What is really working? How far are people getting?" Those questions deserve data-driven answers. We see what works and where organisations get stuck. But we wanted to go beyond our own client base and examine the broader market systematically. We built a dataset of 217 publicly referenced customers spanning every major industry and company size, from sub-$1B enterprises to Fortune 100 firms. That is enough signal to identify real patterns: what correlates with progress, where the common failure modes are, and what distinguishes the elite deployers from the rest. If you are evaluating Palantir or trying to get more from an existing deployment, this is for you.

Why this report?

Methodology

We find ourselves regularly advocating for Palantir’s technology. In our view it is completely unrivalled to anything else available in the market today when it comes to uniting enterprise data and deploying AI at scale. The same questions arise in every engagement: "Who else is using it? What is really working? How far are people getting?" Those questions deserve data-driven answers. We see what works and where organisations get stuck. But we wanted to go beyond our own client base and examine the broader market systematically. We built a dataset of 217 publicly referenced customers spanning every major industry and company size, from sub-$1B enterprises to Fortune 100 firms. That is enough signal to identify real patterns: what correlates with progress, where the common failure modes are, and what distinguishes the elite deployers from the rest. If you are evaluating Palantir or trying to get more from an existing deployment, this is for you.

Key insights
Palantir's momentum with enterprise clients is very real, and accelerating.
Palantir's momentum with enterprise clients is very real, and accelerating.
A growing number of customers are going “all in” on Palantir.
A growing number of customers are going “all in” on Palantir.
European enterprises lag in adoption despite potential returns.
European enterprises lag in adoption despite potential returns.
ROI is driven by careful use-case selection AND a conviction to expand.
ROI is driven by careful use-case selection AND a conviction to expand.
Palantir scales easily as customer need grows.
Palantir scales easily as customer need grows.
Palantir’s commercial model accommodates a broad range of investment scenarios.
Palantir’s commercial model accommodates a broad range of investment scenarios.
Palantir's momentum with enterprise clients is very real, and accelerating.
European enterprises lag in adoption despite potential returns.
Palantir scales easily as customer need grows.
A growing number of customers are going “all in” on Palantir.
ROI is driven by careful use-case selection AND a conviction to expand.
Palantir’s commercial model accommodates a broad range of investment scenarios.
Palantir's momentum with enterprise clients is very real, and accelerating.
Palantir scales easily as customer need grows.
ROI is driven by careful use-case selection AND a conviction to expand.
European enterprises lag in adoption despite potential returns.
A growing number of customers are going “all in” on Palantir.
Palantir’s commercial model accommodates a broad range of investment scenarios.
Crunching the numbers...

Research methodology & sample

Research methodology & sample

Maturity model

Maturity model

Use cases

Use cases

AI is transforming every industry, and Valliance is a new breed of consultancy made for this moment. Discover why, and what makes us different.
Valliance team sat discussing

AI is transforming every industry, and Valliance is a new breed of consultancy made for this moment. Discover why, and what makes us different.

Valliance team sat discussing
AI is transforming every industry, and Valliance is a new breed of consultancy made for this moment. Discover why, and what makes us different.
Valliance team sat discussing

AI is transforming every industry, and Valliance is a new breed of consultancy made for this moment. Discover why, and what makes us different.

Valliance team sat discussing
AI is transforming every industry, and Valliance is a new breed of consultancy made for this moment. Discover why, and what makes us different.
Valliance team sat discussing
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