Palantir, DocuSign, and Shopify recently reported their Q3 earnings, providing valuable insights into their respective businesses. Here’s a roundup of the key takeaways:

Palantir:

* 93% YoY revenue growth in 2Q26, with revenue guidance raised to 5% above the Street and EBIT margins to ~150bps above.
* USC TCV was $1.5bn, +11% YoY vs. +153% last quarter, while USC RDV was $6.5bn, +79% vs. +124%.
* cRPO growth moderated to 88% from 105%. Palantir attributed some of this to shorter contract durations, particularly as Sovereign AI customers increasingly start with shorter engagements to deploy quickly and prove value.

DocuSign:

* 3Q revenue accelerated to +40% YoY, raising FY’26 revenue guidance to ~34%.
* The company now guides to 60%+ revs in CY27 (up from prior framing of ~50% YoY).
* Announces Investor Day on February 16, 2027, where it will raise FY guidance in cc ARR by ~200 bps and cc Subs Revs by ~125 bps.

Shopify:

* GMV stable at ~30% YoY cc with Revs +32% YoY cc and 22% FCF margin.
* Guides 4Q revs to low-30s YoY, GP high-20s YoY and a flat FCF margin YoY.

Industrials/Energy:

* LPX: Q3 EPS $0.39 vs. $0.20 on revenue of $691mm vs. $671mm. EBITDA beat $82mm vs. $63mm. SOB loss in the quarter came in half of what was guided. Q4 guide below $30-40mm EBITDA vs. $53mm with OSB EBITDA loss of $35mm. Full year guidance raised on the Q3 beat $270-280mm in EBITDA $255-270mm prior.
* CVI: 3Q adj EPS of $4.00 vs Street at $2.91. $253 mn liability removed from balance sheet following EPA 2026 decision for Wynnewood. Most focus will be on the acquisition of the MPC assets. 4Q outlook – total throughput of 210-225 kbd – Street at 207 kbd (crude utilization of 95-100%)… Total capex of $75-$95 mn. 8%

Overall, these earnings highlight the resilience and growth potential of these companies, particularly in the face of challenges such as shorter contract durations and increased competition. As they continue to innovate and expand their offerings, investors can expect exciting developments in the quarters to come.