Lizette Chapman
speaker
87 appearances
3 recordings
1 series
first heard Nov 2025
last heard 5 May
Lizette Chapman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.
Appearances
AIP.
And so they're looking at growth rates in the 90% or so for commercial growth.
And for the government growth, they're looking around 59%.
Again, government is about half of the revenue.
It's about half and half.
And slowly commercial is starting to build up.
They haven't been in commercial as long or as strong as government.
So that's an area that a lot will be
looking at, specifically here in the US, whether they can gain traction abroad as well.
I think that that would be a pretty good guess that would land well.
He and CTO Shyam Sankar have been on this quest, as you say, to kind of mobilize not just the software and the bits, or not just the bytes, but also the bits.
And so they are both looking for...
you know, to kind of establish that and kind of continue that narrative that not only Alex Karp wrote about in Technological Republic, but, you know, Sean wrote about in his new book about mobilizing the techno-industrial workforce and reshoring a lot of the industrial and manufacturing capacities that are, you know, have traditionally been abroad that they're looking to bring back onshore here in the United States.
They had a commercial software win recently with
Cleveland Cliffs to use their AI software to assist with the steelmaking capacity.
So it's a pretty good bet, like you said, Caroline, you've been watching these earnings for a long time as well, that he will continue with that and talk really more about the big changes to American society writ large that Palantir and its software is looking to enforce.
Right.
So like you said, there is a lot of built-in anticipation, eagerness around this.
They've beat the last four consecutive quarters.
We're going to see if they're going to beat that again, or maybe they're going to fall short.
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