Will Palantir's operating cash flow be at least 65 percent of its revenue for the quarter ended September 30 2026?
How it settles
Yes if net cash from operating activities divided by revenue, both as reported by Palantir in its 10-Q or 10-K on SEC EDGAR for the quarter ended September 30 2026, is at or above 65.0 percent. SEC EDGAR, XBRL company facts of Palantir (Forms 10-Q and 10-K)
The exact question and the full rule
Did the net cash from operating activities of Palantir for the quarter ended September 30, 2026 come to at or above 65.0% 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 65.0%; no if it is below 65.0%.
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: strong cash collections and high margins push operating cash flow to 65 percent or more of revenue, continuing recent strength.
If yes
Vendors hold the per-seat line, consumption pricing stays a side option
No: costs or working capital timing keep operating cash flow below 65 percent of revenue, as seen in some prior quarters.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
— You
— CallOct 22
— Machines2 models
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The trail · since Oct 22
the Call 30, recorded Oct 22machines 2 runsreaders show from 5
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