PLTR - Quick Take - Conversations with 20+ Customers and CEO at AIPCon 10 Underscores Ontology as the Foundation for Enterprise AI

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PLTR - Quick Take - Conversations with 20+ Customers and CEO at AIPCon 10 Underscores Ontology as the Foundation for Enterprise AI

Truist Securities

Equity Research Report June 4, 2026

TMT: Artificial Intelligence, Digital Palantir Technologies Inc. (PLTR)

Platforms and IT Services

PLTR - Quick Take - Conversations with 20+ Customers and

Arvind Ramnani CEO at AIPCon 10 Underscores Ontology as the Foundation for

214-969-5873 Arvind.Ramnani@truist.com Enterprise AI

Miller Jump We attended Palantir's AIPCon 10 in person, where we spoke with 20+ customers as

212-401-4427 well as CEO Alex Karp. Our key takeaway was renewed conviction that Palantir's Ontology

Miller.Jump@truist.com serves as a critical backbone for enterprise AI adoption. On their own, LLMs are largely

limited to powering AI chat interfaces or narrow agents using public or siloed internal data.

Wayne Trinh, CFA In contrast, Palantir's Ontology creates a dynamic digital twin of the enterprise, linking data

212-590-0911 across the organization. This unified layer enables more effective AI deployment by allowing

Wayne.Trinh@truist.com enterprises to fully leverage institutional knowledge, supports agents that operate across

systems, and enforces governance and guardrails on data access.

John Nutt

713-236-4225 In our conversations with 20+ customers, feedback consistently pointed to Palantir

John.Nutt@truist.com having structural advantages vs. alternative solutions like Databricks (private),

Snowflake (SNOW, Buy, Jump), C3 AI (AI, NR), and others. In our view, Palantir's

competitive moat is deeper than most investors appreciate. One of the key differentiations is

that these clients view its competitors as having robust data warehousing, BI, and analytics;

Current Price (Jun.