# Palantir Calendar Forward-looking calendar of known and predicted [[Palantir]] news beats. This is the **look-ahead** page; the [[Palantir Watch Log]] is the **look-back** feed. The lifecycle: > **Calendar (predicted beat) → it happens → logged in [[Palantir Watch Log]] → if it becomes a discrete, significant event, a page is created in `/Events/` (or `/Deals/`) and indexed in [[Palantir Events]].** Dates past June 24, 2026. Verify each specific date against primary sources as it approaches — earnings dates in particular shift by a week or two until confirmed. ## Recurring beats (cadence) | Beat | Cadence | Typical window | Why it matters | |---|---|---|---| | Quarterly earnings call | quarterly | early Feb / early May / early Aug / early Nov | Revenue mix, guidance, government vs. commercial split | | 10-K annual report | annual | mid-February | Risk factors, customer concentration, full financials | | 10-Q quarterly report | quarterly | with each earnings | Detailed quarterly financials | | DEF 14A proxy statement | annual | late April | Board slate, executive comp, governance changes | | Annual stockholder meeting | annual | early June | Board votes; shareholder proposals (divestment angle) | | AIPCon (customer conference) | **~2x/year** | recent: June 4, 2026 (AIPCon 10); **Sept 10, 2026 (AIPCon 11)** | Customer roster is the disclosure; product launches, enterprise wins, partnerships. 🔴 **This row previously read "~annual, June" and so failed to predict AIPCon 11** — eleven conferences and a September slot three weeks before the Oct 1 fiscal turnover mean the cadence is roughly twice yearly. Corrected 2026-09-27 | | Federal fiscal year start | annual | October 1 | New budget authority → contract award season | | S&P 500 quarterly rebalance | quarterly | 3rd Fri Mar/Jun/Sep/Dec | Index-fund flow into/out of [[The Vanguard Group]]/[[BlackRock]] stakes | | Insider Form 4 filings | post-earnings | days after blackout lifts | Founder selling ([[Alex Karp]], [[Peter Thiel]], [[Stephen Cohen]]) | ## Upcoming dated beats (next ~12 months) | Date (approx.) | Beat | Status | |---|---|---| | ~~Aug 3, 2026~~ | Q2 2026 earnings call (after close) | HAPPENED — confirmed Aug 3; logged in [[Palantir Watch Log]] (rev +93%, guidance raised, +29.5% next day) | | ~~Sept 10, 2026~~ | AIPCon 11 | HAPPENED — Miami, livestreamed; FAA, NVIDIA, Cisco, L3Harris, Novartis, Eaton, Zeta Global, USA Today and others presenting; NVIDIA, Fujitsu and Method Security announcements, none with disclosed value. Logged in [[Palantir Watch Log]] | | ~~Sept 18, 2026~~ | S&P 500 quarterly rebalance | Recurring — passed | | ~~Sept 25, 2026~~ | **D.C. Circuit decision on the second [[Anthropic]] supply-chain-risk designation** | **HAPPENED — upheld 2–1** (Katsas, joined by Rao; Henderson dissenting). DoD may keep removing Claude and keep barring contractors from using Anthropic products for departmental work. Judge Lin's contrary California ruling still stands, so two courts are split. Logged in [[Palantir Watch Log]]; [[Maven Smart System]] rewritten | | ~~end of Sept 2026~~ | Maven designated a Pentagon **program of record** | **MATURED EARLY — reported August 25, 2026**, ahead of the Sept 30 deadline in Feinberg's March memo. This row sat as a "watch" for three consecutive sweeps after the fact | | Oct 1, 2026 | FY2027 federal fiscal year begins — contract season | Recurring | | Oct–Nov 2026 | **Anthropic rehearing / en banc / cert petition** | Anthropic says it is "considering all options, including further review." A rehearing grant would reopen the contractor clause that reaches Palantir. The trigger is a docket entry, not a press statement | | ~early Nov 2026 | Q3 2026 earnings call | Predicted from cadence | | Nov 3, 2026 | U.S. midterm elections — downstream contract/political risk | Fixed | | ~early Feb 2027 | Q4 / FY2026 earnings + 10-K | Predicted from cadence | | ~late April 2027 | FY2027 proxy (DEF 14A) | Predicted from cadence | | ~early June 2027 | 2027 annual stockholder meeting | Predicted from cadence | ## Predicted / speculative beats Lower-confidence beats worth pre-positioning for: - **New government contract announcements** — track NDAA passage and agency budget cycles; awards often follow fiscal-year turnover (Oct 1) and appropriations. - **New federal agency penetration** — pattern suggests continued expansion beyond DoD/ICE/IRS into additional civilian agencies. See [[Palantir Contracts]]. - **Insider-selling disclosures** — sustained founder sales tend to cluster after earnings; watch for acceleration near stock peaks. - **Ideology/PR cycle** — possible follow-on to [[The Technological Republic]] / the [[Palantir 22-Point Manifesto]]; [[Alex Karp]] and [[Shyam Sankar]] public appearances. - **Counter-campaign actions** — [[Purge Palantir]] divestment pushes often cluster around proxy season and university/pension board calendars. - **International expansion + backlash** — further UK/EU contracts and the political response (NHS, MoD, firearms-licensing precedents). ## See Also - [[Palantir]] — company page - [[Palantir Dossier]] — dossier front door - [[Palantir Watch Log]] — where passed beats get logged - [[Palantir Events]] — where discrete events get indexed - [[Palantir Contracts]]