Palantir USG Inc.

Palantir USG Inc., a subsidiary of Palantir Technologies Inc., delivers enterprise data integration, analytics, and software platform services to the federal government as a prime contractor across defense, intelligence, and civilian agencies, competing full-and-open with no small-business set-aside participation and self-performing substantially all federal work. The company holds a multi-billion-dollar portfolio spanning software licensing (Gotham and Foundry platforms), platform-as-a-service delivery, cloud hosting, field service support, and custom analytics applications, positioned as a nearly pure prime with minimal subcontractor engagement across recent awards.

Palantir USG operates across 45 federal customer agencies, but customer concentration is extreme. The Department of the Army drives the largest nominal share: Army Headquarters Office of the Secretary placed five awards carrying $10.2 billion in combined potential value (most notably a $459 billion Army Vantage SaaS platform contract awarded December 2024), while a broader Army customer base spanning PEO Intelligence, Electronic Warfare & Sensors, Materiel Command, European Command, and Pacific Command accounts for 32 separate awards totaling $797.7 million. The top five customer entities by potential value—Army Headquarters, Space and Missile Systems Center, Office of the Secretary of Defense, Army Materiel Command Research Development and Engineering Command, and Air Force—concentrate approximately 24 percent of all potential value ($16.7 billion of $67.2 billion), signaling deep entrenchment in Army enterprise modernization and defense-wide data platforms.

Palantir USG sits on major indefinite delivery vehicles anchoring the portfolio. The Consolidated Enterprise Agreement for Palantir USG Inc.'s Commercial Solutions (W519TC-25-D-0039)—a $10 billion single-award IDIQ awarded July 2025, consolidating over 75 Army and defense procurement actions—carries 39 task orders totaling $1.84 billion and represents the backbone of Army ordering. The DCGS Army Capability Drop 2 Data Fabric and Analytics IDIQ accounts for 21 task orders worth $146.4 million. Palantir USG also holds position on the $46 billion Eglin Wide Agile Acquisition Contract (EWAAC) with the Air Force, the $900 million Space System Command Data Services IDIQ (with three task orders placing $607.1 million as of June 2025), and a $10 billion Office of the Secretary of Defense vehicle for Maven Smart System production licenses and services. At the civilian side, an Enterprise BPA under the Department of State's Bureau of Information Resource Management ($410 million, September 2025–September 2027) authorizes five call orders for government-wide civilian agency data platforms. Palantir USG also holds a $1.5 million Naval Sea Systems Command OTA and most recently won a $151 billion multiple-award Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) IDIQ with the Missile Defense Agency (December 2025, performance through 2035).

Activity trajectory shows accelerating momentum. Awards per year climbed from seven in 2022 to 59 in 2025; recent output remains elevated at 28 awards in 2026 (through September). Within the next twenty-four months, 26 awards totaling $1.17 billion reach ultimate completion, representing significant recompete exposure and opportunity for competitors or partners. The Army Vantage platform contract and multiple Maven Smart System production task orders anchor this completion window.

Service Contract Inventory data captures a subset of Palantir USG's labor-based federal work. SCI-reported prime invoicing reached $274 million across FY2022–FY2025, with FY2025 alone showing $174.3 million (63% of the four-year total), indicating rapid ramp in reportable labor-hour activity. FY2025 showed 6.0 FTEs recorded across 16 SCI-reportable prime records; the FTE trajectory suggests the vast majority of Palantir USG's federal billing is platform licensing and SaaS delivery (firm fixed-price) rather than labor-hour contracts. Across SCI-reportable prime contracts, the average sub-hours share is zero percent, confirming that Palantir USG self-performs the entirety of recorded labor on those contracts with no named subcontractor participation. Sub-award activity is sparse: 13 sub awards across the full portfolio place Palantir USG as a named subcontractor to SAIC, General Dynamics Information Technology, The Aerospace Corporation, Deloitte, and others on Army software lifecycle development, CENTCOM IT services, and aerospace prototyping efforts.

Named parent vehicle work reflects the depth of Palantir's embedded position in Army enterprise transformation. Representative prime awards include a $1.103 billion Chief Data and Artificial Intelligence Officer Maven Smart System modernization and sustainment order (October 2025, through May 2029), a $145 million Army Vantage Data Analytics Platform order (December 2025, through December 2026), a $134.6 million FORSCOM task order under the Consolidated Enterprise Agreement (August 2025, through August 2026), a $358.4 million Space and Missile Systems Center data platform order under the Space System Command Data Services IDIQ (June 2025, through March 2029), multiple defense intelligence systems modernization orders ($38.7 million for DCGS Army Capability Drop 2 intelligence systems and analytics licenses, March 2026), and a $448.6 million Naval Sea Systems Command SHIPOS Platform Implementation and Sustainment OTA (November 2025, December 2027). Across defense, Palantir USG also delivers through the Office of the Secretary on the Joint Fires Network ($21.2 million, completed July 2025), the Missile Defense Agency on data and AI platforms ($8.9 million February 2026, $4.4 million February 2025), DISA on Automated Spectrum Coordination System production ($63.6 million OTA, July 2025, through July 2030), and the Army's Personnel Data Environment services ($3.7 million, March 2026). Civilian agency presence is more limited in dollar terms but strategically important: State Department crisis management platform ($6.2 million, completed September 2025), Interior Department medical provider and patient portals ($33.1 million, through September 2027), and Commerce Department StateInsight initiative ($51.4 million, through September 2030).

Palantir USG competes exclusively full-and-open, holds no socioeconomic set-aside certifications, and operates as the federal vehicle for Palantir Technologies Inc., headquartered in Aventura, Florida. The subsidiary is structured to isolate federal business and comply with government contracting requirements while leveraging the parent company's proprietary software platforms, research and development capacity, and cloud infrastructure. NAICS concentration across the portfolio emphasizes software publishing (46 awards) and custom computer programming services (42 awards), with PSC concentration in business application SaaS delivery (36 awards) and IT management tools and perpetual-license software (19 awards).