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Palantir Strategic Analysis & CODITECT Product Development

Document Catalog — February 2026​

Overview​

This collection contains 14 markdown documents and 3 React visualization dashboards translating Palantir's Q4 2025 performance into actionable CODITECT product development strategy.

Total Research Value: ~175KB of structured analysis, code, and strategic frameworks

Document Index​

Foundation Documents (01-09)​

#DocumentDescriptionSize
0101-executive-summary.mdHigh-level strategic summary7KB
0202-quick-start-guide.mdGetting started with the analysis8KB
0303-coditect-impact.mdDirect implications for CODITECT12KB
0404-sdd.mdSoftware Design Document template32KB
0505-tdd.mdTechnical Design Document template26KB
0606-adrs.mdArchitecture Decision Records16KB
0707-glossary.mdTerm definitions and acronyms11KB
0808-mermaid-diagrams.mdArchitecture visualizations11KB
0909-research-prompts.mdDeep-dive prompt library v116KB

Extended Analysis Documents (10-14)​

#DocumentDescriptionSize
1010-financial-metrics-q4-2025.mdNEW: Detailed Q4 2025 financial analysis9KB
1111-fde-agentops-evolution.mdNEW: FDE → Agent Deployment Engineer12KB
1212-competitive-kpis-analysis.mdNEW: Multi-company Rule of 40 comparison10KB
1313-research-prompts-v2.mdNEW: Enhanced prompt library for product dev18KB
1414-coditect-product-roadmap.mdNEW: 12-month product roadmap8KB

Interactive Visualizations​

FileDescriptionTechnologies
palantir-financial-dashboard.jsxQ4 2025 financial metrics dashboardReact, Recharts
coditect-strategy-visualizer.jsxCompetitive positioning & roadmapReact, Recharts
rule-of-40-dashboard.jsxRule of 40 comparison across companiesReact, Recharts

Key Findings Summary​

Palantir Q4 2025 Performance​

Revenue:        $1.407B  (+70% YoY)
US Commercial:  $507M    (+137% YoY)
Rule of 40:     127%     (70% + 57%)
Net Margin:     43%      (GAAP profitable)
RDV:            $4.38B   (+145% YoY)

FY 2026 Guidance​

Revenue:        $7.19B   (+61% YoY)
US Commercial:  >$3.14B  (+115% YoY)
Adj FCF:        ~$4.0B

CODITECT Strategic Targets (12-Month)​

ARR:            >$1M
Customers:      15+
Rule of 40:     >50%
Bootcamp Conv:  >50%
NRR:            >115%

Document Relationships​

                    ┌──────────────────────┐
                    │ 01-executive-summary │
                    └──────────┬───────────┘
                               │
           ┌───────────────────┼───────────────────┐
           │                   │                   │
           ▼                   ▼                   ▼
   ┌───────────────┐   ┌───────────────┐   ┌───────────────┐
   │ 10-financial  │   │ 11-fde-agent  │   │ 12-competitive│
   │ metrics       │   │ ops-evolution │   │ kpis          │
   └───────┬───────┘   └───────┬───────┘   └───────┬───────┘
           │                   │                   │
           └───────────────────┼───────────────────┘
                               │
                               ▼
                    ┌──────────────────────┐
                    │ 03-coditect-impact   │
                    └──────────┬───────────┘
                               │
           ┌───────────────────┼───────────────────┐
           │                   │                   │
           ▼                   ▼                   ▼
   ┌───────────────┐   ┌───────────────┐   ┌───────────────┐
   │ 04-sdd        │   │ 05-tdd        │   │ 06-adrs       │
   │ (Design)      │   │ (Technical)   │   │ (Decisions)   │
   └───────────────┘   └───────────────┘   └───────────────┘
                               │
                               ▼
                    ┌──────────────────────┐
                    │ 14-product-roadmap   │
                    └──────────┬───────────┘
                               │
                               ▼
                    ┌──────────────────────┐
                    │ 13-research-prompts  │
                    │ (Next Actions)       │
                    └──────────────────────┘

Usage Guide​

For Strategic Planning​

  1. Start with 01-executive-summary.md
  2. Review 03-coditect-impact.md for direct implications
  3. Use 14-coditect-product-roadmap.md for planning
  4. Reference 12-competitive-kpis-analysis.md for benchmarking

For Product Development​

  1. Review 04-sdd.md and 05-tdd.md for architecture patterns
  2. Use 06-adrs.md as decision record templates
  3. Execute prompts from 13-research-prompts-v2.md
  4. Track progress against 14-coditect-product-roadmap.md

For Technical Implementation​

  1. Study Palantir patterns in 08-mermaid-diagrams.md
  2. Apply FDE evolution insights from 11-fde-agentops-evolution.md
  3. Use financial benchmarks from 10-financial-metrics-q4-2025.md
  4. Reference 07-glossary.md for terminology

For Interactive Analysis​

  1. Open .jsx files in a React environment
  2. Use palantir-financial-dashboard.jsx for financial deep-dives
  3. Use coditect-strategy-visualizer.jsx for positioning exercises
  4. Use rule-of-40-dashboard.jsx for competitive comparison

Next Actions (Prioritized)​

Immediate (Week 1)​

ActionDocument ReferenceOwner
Define healthcare ontology objectsPrompt 1.1 in doc 13Engineering
Draft guardrail framework specPrompt 2.1 in doc 13Engineering
Create 2-day bootcamp agendaPrompt 3.1 in doc 13Product

Short-Term (Month 1)​

ActionDocument ReferenceOwner
Build prior auth agent MVPADR-002 in doc 06Engineering
Implement tiered LLM routingPrompt 5.1 in doc 13Engineering
Develop Part 11 compliance matrixPrompt 4.1 in doc 13Compliance

Medium-Term (Months 2-3)​

ActionDocument ReferenceOwner
Conduct first 3 bootcampsRoadmap Phase 2 in doc 14GTM
Launch AgentOps monitoringPrompt 2.3 in doc 13Engineering
Secure 3 reference customersPrompt 3.3 in doc 13Customer Success

Source Documents​

SourceContent
Palantir Q4 2025 Investor PresentationFinancial metrics, guidance
Palantir Q4 2025 Earnings Call TranscriptStrategic commentary
Alex Karp Davos 2026 RemarksAI industry perspective
Palantir.com documentationAIP/Foundry architecture
Web researchCompetitive analysis, FDE model

Version History​

DateVersionChanges
Feb 20262.0Added docs 10-14, JSX visualizations
Feb 20261.0Initial 9-document research package

Generated: February 7, 2026 Research Lead: CODITECT Strategic Analysis