cust.co / Compare / Palantir vs SoundHound AI

Palantir vs SoundHound AI - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in AI Infrastructure. Both at Public stage.

Palantir (PLTR)
150%
FY2026-Q1 · AI Infrastructure
vs
SoundHound AI (SOUN)
90%
FY2025-Q2 · AI Infrastructure
Palantir leads by +60pp on latest NRR (150% vs 90%).

NRR over time

50%78%107%135%163% FY2024-Q3FY2024-Q4FY2025-Q1FY2025-Q2FY2025-Q3FY2025-Q4FY2026-Q1FY2024-Q2 NRR Palantir SoundHound AI Palantir - FY2024-Q3: 118% Palantir - FY2024-Q4: 63% Palantir - FY2025-Q1: 66% Palantir - FY2025-Q2: 128% Palantir - FY2025-Q3: 134% Palantir - FY2025-Q4: 139% Palantir - FY2026-Q1: 150% SoundHound AI - FY2025-Q2: 90% SoundHound AI - FY2024-Q2: 120%

Palantir hit a higher all-time peak (150% in FY2026-Q1).

Stat-by-stat

Metric Palantir SoundHound AI
Latest NRR 150% 90%
All-time peak NRR 150% 120%
All-time low NRR 63% 90%
QoQ change +11pp -30pp
YoY change +84pp -
3-year change - -
Disclosures tracked 7 2

Customer cohorts

MetricPalantirSoundHound AI
Total customers 1,007 14,000
Over $100K ARR - -
Over $1M ARR 157 -
Top-10 concentration - -
Average ACV - -
US revenue mix 78.5% 74%

Commercial structure

MetricPalantirSoundHound AI
Total RPO $4.5B -
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix - 84.4%
New customers added - 100

Post-sales motion

MetricPalantirSoundHound AI
CS team size - -
Customers per CSM - -
Pricing model subscription hybrid
Renewal cadence multi-year multi-year
CSM coverage model account-named hybrid
Top customer exec - -

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