The lead
Army software procurement · July 2025 agreement
Companies
Court records, award notices, and SEC filings trace how a commercial-software challenge preceded Palantir’s expanding Army business, and why the Army’s $10 billion ceiling is not revenue.
Program cost ledger
Contracts
The public record contains several different Sentinel money stories: program estimate, prime award, obligations, budget requests, backlog, and sales. Treating them as one number obscures what the Air Force has actually committed.
Supply-chain evidence
Manufacturing
Federal award records classify end-product manufacture and origin under domestic-sourcing rules. They do not map the lower-tier suppliers, materials, and equipment behind the finished item.
Reporting standard
Military Contractor separates what was announced, awarded, obligated, delivered, and recognized so the business record stays legible.
How is the company actually built?
Latest: Inside Palantir’s Army Business: From Bid Protest to a $10 Billion CeilingWhat did the government actually buy?
Latest: Sentinel’s $140.9 Billion Cost Is Not Northrop Grumman’s ContractWhat finances the path to scale?
Latest: Inside Palantir’s Army Business: From Bid Protest to a $10 Billion CeilingWhat turns a design into reliable output?
Latest: Why Federal Award Origin Fields Cannot Map the Defense Supply ChainHow does technology become a business?
Latest: Inside Palantir’s Army Business: From Bid Protest to a $10 Billion CeilingWhat does the record mean?
Latest: Sentinel’s $140.9 Billion Cost Is Not Northrop Grumman’s ContractIndependent publication
Military Contractor explains how defense companies are built, financed, contracted, scaled, and judged.
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