Palantir Technologies Inc. (NASDAQ:PLTR) reports first-quarter earnings after the bell today.
Palantir has routinely beaten earnings estimates, which explains the 96% chance Polymarket gives it of topping the $0.28 non-GAAP consensus.
The more interesting action is on Kalshi, where traders are betting on which words Alex Karp will say on the 5:00 p.m. ET call.
What Kalshi Predicts
“Foundry” is at 99%. Foundry is Palantir’s commercial data and analytics platform, the software that paying enterprise customers actually use.
“Warp Speed” is at 93%. Warp Speed is Palantir’s manufacturing operating system, with a cohort that now spans Anduril Industries, L3Harris Technologies Inc. (NYSE:LHX), Shield AI, Saronic and Epirus.
It is the centerpiece of Palantir’s reindustrialization pitch and a recurring Karp set piece.
“USDA” is at 80%. Palantir signed a $300 million blanket purchase agreement with the Department of Agriculture on April 22 to implement the “One Farmer, One File” program. Fresh, named, and exactly the kind of …
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