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Palantir10-K: Customer churn

$11.2B in total remaining deal value is at risk due to termination clauses

What happened

The company discloses that many customer contracts can be terminated for convenience and that it historically has not realized the full deal value. This places a large portion of its future revenue at risk and creates pressure to ensure customer success and demonstrate ongoing value to prevent churn.

Source

SEC EDGARFeb 17, 2026

Annual report (Form 10-K)

Palantir 10-K for FY2025

Filing excerpt

As of December 31, 2025, the total remaining deal value, as defined in Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations - Overview - Total Remaining Deal Value, was $11.2 billion.

sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Customer churn

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 17, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$11.2B (Total remaining deal value at risk of non-realization or termination)

Details

CIK
1321655
Accession number
0001321655-26-000011
Timeframe
Multi year
Filing year
2026
Why it matters
Customer success tools needed
Signal category
Revenue

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
customerChurn

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/3aa7aa3a-7318-4483-8cd1-2f0f565e5553 returns this record as JSON. POST /v1/companies/enrich returns every signal for palantir.com.

{
  "signal_id": "3aa7aa3a-7318-4483-8cd1-2f0f565e5553",
  "signal_type": "sec-10k",
  "signal_subtype": "customerChurn",
  "detected_at": "2026-02-24T09:18:29.412+00:00",
  "company": {
    "name": "Palantir",
    "domain": "palantir.com"
  },
  "data": {
    "detail": "The company discloses that many customer contracts can be terminated for convenience and that it historically has not realized the full deal value. This places a large portion of its future revenue at risk and creates pressure to ensure customer success and demonstrate ongoing value to prevent churn.",
    "metrics": {
      "timeframe": "multi_year",
      "dollar_context": "Total remaining deal value at risk of non-realization or termination",
      "dollar_millions": 11200
    },
    "summary": "$11.2B in total remaining deal value is at risk due to termination clauses",
    "excerpts": "As of December 31, 2025, the total remaining deal value, as defined in Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations - Overview - Total Remaining Deal Value, was $11.2 billion.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm",
    "filing_date": "2026-02-17",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Customer success tools needed",
    "signal_category": "revenue"
  }
}

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