Palantir Q3 chart pack: revenue growth hits 96%, NDR climbs to 165%

BrettKrieger12 · x · 2026-11-14

Leveraging X's new 20-image post limit, this thread compiles Type-F Capital's key post-Q3 Palantir charts:

Segmented revenue: Total revenue growth accelerated from 13-22% in 2022 to 96% YoY, with Q3'26 revenue topping $2.2B and government business growing fastest.
Net dollar retention: Bottomed at 107% around the AIP launch in 2023, now up to 165%.
Top 20 customers: Average TTM spend of $146M per customer; top-20 revenue approaches $3B with YoY growth near 78%.

The overall story: AIP has Palantir in a phase of simultaneous revenue and customer expansion acceleration.

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