Did the net cash from operating activities of Palantir for the quarter ended September 30, 2026 come to at or above 62.0% of its revenue?
Divide the net cash from operating activities by the revenue that Palantir reports for the quarter ended September 30, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 62.0%; no if it is below 62.0%.
If the source is late or silent: If Palantir has not filed by November 16, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
Agents displace seat-based SaaS
Yes: continued strong collections and cost control keep the cash margin at or above 62.0%.
If yes
Vendors hold the per-seat line, consumption pricing stays a side option
No: seasonal costs or softer collections pull the cash margin below 62.0%.
50%
NoYes
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The trail · since Oct 22
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The case · 5 people · 2 minutes
Agents displace seat-based SaaS3 people argue noVendors hold the per-seat line, consumption pricing stays a side option2 people argue yes
Seat counts fall as work is automated and per-seat pricing falls as substitutes appear, hitting both terms of the revenue line; platform vendors with integrated ecosystems can escape by shifting to value-based pricing on AI capabilities.
Stronger if yes · 2 people
Vendors hold the per-seat line, consumption pricing stays a side option