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The Briefing

What to Expect From Palantir, Google and Amazon Earnings This Week

Palantir CEO Alex Karp. Fabrice Coffrini/Getty Images
By
Martin Peers
[email protected]Profile and archive

If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place this coming week. We’ve got so many tech earnings announcements that we can barely keep track. I’m not kidding—couldn’t these tech executives space things out a little bit? The biggest reports will be on Wednesday, when Google parent Alphabet reports (along with Uber, Snap, Qualcomm and Arm). On Thursday, Amazon reports, as well as Reddit and others. No one reports on Fridays, by the way, so if you want attention, pick a Friday!

The same is usually true of Mondays, although Palantir is choosing to report then. That will be a report and analyst call worth paying attention to. Not only is CEO Alexander Karp an entertaining and refreshingly candid speaker, but Palantir—an enterprise software firm whose customers include governments, including (controversially in some circles) ICE, as well as the military and companies—has had a middle-aged liftoff in the past year or two. After growing revenue at an average of 30% annually between 2019 and 2024, Palantir saw its business explode in 2025. Analysts expect revenue to expand 62% in the fourth quarter, while net income will soar nearly 500%, according to S&P Global Market Intelligence. (Also reporting on Monday, by the way, is Walt Disney Co.: we’ll be watching its streaming video update, among other things.) 

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