MadCowork Office E2E · Local Gemma 4 26B Q3 · Palantir 2026

Palantir 2026 財報分析:端到端產品測試流程

這份頁面記錄 MadCowork 使用本機 Gemma、Tavily evidence tools、CSV validation 與 xdeck Node runtime,生成 Palantir 2026 財報分析網頁式簡報的實測流程。

測試摘要

1632.58 million

Q1 2026 revenue,來自官方 release / 10-Q。

n/a

GAAP net income attributable to common stockholders。

n/a

公司 FY2026 revenue guidance midpoint。

0

xdeck_audit findings。

成功:E2E run 產生 Palantir CSV、來源驗證、真實營收與盈利佔比圖表資料、8 頁網頁式簡報,以及每頁投影片截圖。

產品觀察:Gemma 完成資料取得與 CSV,但第二次 run 在 validation 後重複空 write_file tool call;本報告用同一個 session workspace 的 CSV 由 E2E harness 接手 xdeck/audit/screenshots 收尾。這個 recovery path 已被納入產品化計劃。

生成的簡報

Palantir 2026 generated deck cover

/Users/wake/Documents/MadCowork/pltr-2026-e2e-20260530T1404/pltr-2026-web-deck/deck.html

簡報由 xdeck_generate 產生,接著用 xdeck_auditxdeck_screenshots 驗證。圖表資料來自 pltr_chart_inputs.csv

測試 Prompt

You are running a source-grounded MadCowork Office E2E workflow.
Communicate final user-facing conclusions in Traditional Chinese, but all tool planning and tool arguments must be concise English.

Topic: Palantir 2026 financial report analysis and outlook (Palantir 2026財報分析及預期).

Known source targets to fetch first:
- Official Q1 2026 release: https://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectations
- Official Q1 2026 10-Q: https://investors.palantir.com/files/2026%20Q1%20PLTR%2010-Q.pdf
- Analyst forecast reference: https://stockanalysis.com/stocks/pltr/forecast/

Hard requirements:
1. Do not rely on model memory. Use web_search, web_fetch, and web_crawl as needed before making factual or numerical claims.
2. Gather evidence from multiple sources, including Palantir investor relations / SEC filings and at least one analyst or market forecast source.
3. Create CSV files in this session workspace:
   - pltr_sources.csv with columns: source_type,title,url,published_date,used_for.
   - pltr_financials.csv with columns: company,metric,period,value,unit,source_url,note.
   - pltr_analyst_forecasts.csv with columns: provider,metric,period,forecast,unit,source_url,note.
   - pltr_chart_inputs.csv with columns: chart_name,series,period,value,unit,source_url,note.
   - session_metadata.csv with columns: artifact,type,path,created_at,source_inputs.
4. Every numeric claim used in the deck must have a source_url in one of the CSV files.
5. Include these real numerical analyses if the sources support them:
   - Q1 2026 revenue, Q1 2025 revenue, YoY revenue growth.
   - Q1 2026 gross profit, operating income, net income attributable to common stockholders, adjusted operating income, adjusted free cash flow.
   - FY2026 company revenue guidance range and midpoint.
   - Q2 2026 revenue guidance range.
   - U.S. commercial revenue and U.S. government revenue for Q1 2026.
   - Profitability share analysis: gross profit / revenue, GAAP operating income / revenue, net income attributable to common stockholders / revenue, adjusted operating income / revenue, adjusted FCF / revenue.
   - Analyst forecast comparison: company FY2026 guidance midpoint versus the analyst/market forecast source.
6. Create chart-ready rows in pltr_chart_inputs.csv for:
   - Revenue trajectory: Q1 2025 actual, Q1 2026 actual, Q2 2026 guidance midpoint, FY2026 guidance midpoint, and analyst FY2026 forecast if available.
   - Profitability share: gross margin, operating margin, net income margin, adjusted operating margin, adjusted FCF margin.
   - Segment mix: U.S. commercial revenue versus U.S. government revenue.
7. Call source_validate on pltr_sources.csv with min_official_sources=2 and min_analyst_sources=1. If it fails, record the data gap in the deck instead of inventing analyst facts.
8. Call csv_validate on every CSV before using it for charts or xdeck.
9. Generate a self-contained web presentation through xdeck_generate. When calling xdeck_generate, set out_dir exactly to "pltr-2026-web-deck" so the final file is pltr-2026-web-deck/deck.html. Pass facts_paths, sources_path, chart_data_path, and validation_report_path when available.
10. The deck should be 8 slides, Traditional Chinese, investor / software industry strategy briefing style, with speaker_note on each slide.
11. Include insight about software industry expectations: operational AI budgets, commercial AI adoption, government software demand, and valuation-risk caveat. Ground all numerical claims in CSV rows.
12. Run xdeck_audit and xdeck_screenshots. If the audit finds layout issues, run one xdeck_revise pass.
13. Final answer: list generated artifact paths and briefly explain the evidence chain.

Important: if a source cannot be fetched, record the failed URL in pltr_sources.csv with used_for="attempted but unavailable" and continue with fetchable sources.

UI 截圖流程

MadCowork Office 首頁與 workspace 狀態

01-home.png MadCowork Office 首頁與 workspace 狀態

建立 Palantir E2E session,授權 Office 工具集

02-session-created.png 建立 Palantir E2E session,授權 Office 工具集

送出英文工具 prompt,使用者輸出維持繁體中文

03-prompt-submitted.png 送出英文工具 prompt,使用者輸出維持繁體中文

Gemma 觸發 web_search / web_fetch 取得證據

04-web-evidence-tools.png Gemma 觸發 web_search / web_fetch 取得證據

CSV 產物與數字 lineage 進入 timeline

05-csv-artifacts.png CSV 產物與數字 lineage 進入 timeline

csv_validate / source_validate 檢查資料鏈

06-validation-tools.png csv_validate / source_validate 檢查資料鏈

xdeck_generate 產生網頁式簡報

07-xdeck-generate.png xdeck_generate 產生網頁式簡報

xdeck_screenshots 產生投影片截圖

08-xdeck-screenshots.png xdeck_screenshots 產生投影片截圖

Gemma 命中 tool-iteration 上限,harness 接手收尾

09-terminal-status.png Gemma 命中 tool-iteration 上限,harness 接手收尾

CSV 證據鏈

pltr_sources.csv

source_typetitleurlpublished_dateused_for
official_releasePalantir Reports Q1 2026 Revenue Growth of 85% Y/Yhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectations2026-05-03financials_and_guidance
sec_filingPalantir Q1 2026 10-Q PDFhttps://investors.palantir.com/files/2026%20Q1%20PLTR%2010-Q.pdf2026-05-04detailed_financial_verification
analyst_forecastPalantir Stock Forecast - StockAnalysishttps://stockanalysis.com/stocks/pltr/forecast/2026-05-30revenue_and_eps_forecast

pltr_financials.csv

companymetricperiodvalueunitsource_urlnote
PalantirRevenueQ1 20261632.58millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirRevenueQ1 2025883.86millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirRevenue Growth YoYQ1 202685%https://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirGross ProfitQ1 20261416.79millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirOperating Income (GAAP)Q1 2026754.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirNet Income (GAAP)Q1 2026870.53millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirAdjusted Operating IncomeQ1 2026983.55millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirAdjusted Free Cash FlowQ1 2026924.63millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirU.S. Commercial RevenueQ1 2026595.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
PalantirU.S. Government RevenueQ1 2026687.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Crushing-Consensus-Expectationsactual
PalantirFY2026 Revenue Guidance Midpoint20267656.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsmidpoint_of_7.650-7.662B
PalantirQ2 2026 Revenue Guidance MidpointQ2 20261799.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Revenuemidpoint_of_1.797-1.801B
PalantirAdjusted Operating Income Guidance MidpointFY 202620264446.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsmidpoint_of_4.440-4.452B

pltr_chart_inputs.csv

chart_nameseriesperiodvalueunitsource_urlnote
Revenue TrajectoryActualQ1 2025883.86millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
Revenue TrajectoryActualQ1 20261632.58millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
Revenue TrajectoryGuidanceQ2 20261799.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsmidpoint
Revenue TrajectoryGuidanceFY 20267656.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsmidpoint
Revenue TrajectoryAnalyst ForecastFY 20267400.00millionhttps://stockanalysis.com/stocks/pltr/forecast/avg_forecast
Profitability ShareGross MarginQ1 202686.76%https://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationscalculated
Profitability ShareOperating Margin (GAAP)Q1 202646.19%https://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Crushing-Consensus-Expectationscalculated
Profitability ShareNet Income Margin (GAAP)Q1 202653.32%https://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Crushing-Consensus-Expectationscalculated
Profitability ShareAdjusted Operating MarginQ1 202660.25%https://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Crushing-Consensus-Expectationscalculated
Profitability ShareAdjusted FCF MarginQ1 202657.26%https://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Guidance-to-71-YY-Crushing-Consensus-Expectationscalculated
Segment MixU.S. Commercial RevenueQ1 2026595.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-Revenue-Growth-of-85-YY-Raises-FY-2026-Revenue-Guidance-to-71-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-120-YY-Crushing-Consensus-Expectationsactual
Segment MixU.S. Government RevenueQ1 2026687.00millionhttps://www.businesswire.com/news/home/20260503338048/en/Palantir-Reports-Q1-2026-U.S.-Revenue-Growth-of-104-YY-and-85-YY-Crushing-Consensus-Expectationsactual

pltr_analyst_forecasts.csv

providermetricperiodforecastunitsource_urlnote
StockAnalysisRevenue20267.4billionhttps://stockanalysis.com/stocks/pltr/forecast/avg_forecast
StockAnalysisRevenue20268.0billionhttps://stockanalysis.com/stocks/pltr/forecast/high_forecast
StockAnalysisRevenue20267.0billionhttps://stockanalysis.com/stocks/pltr/forecast/low_forecast
StockAnalysisEPS20261.34USDhttps://stockanalysis.com/stocks/pltr/forecast/avg_forecast

本機產物位置

sessionId: s_pb9ri5z19gsc

workDir: /Users/wake/Documents/MadCowork/pltr-2026-e2e-20260530T1404

test artifacts: /Users/wake/Desktop/codex-work/untitled-folder-office/MadCowork/e2e-artifacts/pltr-2026-e2e-20260530T1404

generated deck: /Users/wake/Documents/MadCowork/pltr-2026-e2e-20260530T1404/pltr-2026-web-deck/deck.html