Govini? Another Palantir Technologies?
November 7, 2025
Good news. Another Palantir. Just what we need. CNBC reports, “Govini, a Defense Tech Startup Taking on Palantir, Hits $100 Million in Annual Recurring Revenue.” Writer Samantha Subin tells us:
“Govini, a defense tech software startup taking on the likes of Palantir, has blown past $100 million in annual recurring revenue, the company announced Friday. ‘We’re growing faster than 100% in a three-year CAGR, and I expect that next year we’ll continue to do the same,’ CEO Tara Murphy Dougherty told CNBC’s Morgan Brennan in an interview. With how ‘big this market is, we can keep growing for a long, long time, and that’s really exciting.’ CAGR stands for compound annual growth rate, a measurement of the rate of return. The Arlington, Virginia-based company also announced a $150 million growth investment from Bain Capital. It plans to use the money to expand its team and product offering to satisfy growing security demands.”
A former business-development leader at Palantir, Dougherty says her current firm is aiming for a “vertical slice” of the defense tech field. We learn:
“The 14-year-old Govini has already secured a string of big wins in recent years, including an over $900-million U.S. government contract and deals with the Department of War. Govini is known for its flagship AI software Ark, which it says can help modernize the military’s defense tech supply chain by better managing product lifecycles as military needs grow more sophisticated.”
The CEO asserts China’s dominance in rare earths and processed minerals and its faster shipbuilding capacity are reasons to worry. Sounds familiar. However, she believes an efficient and effective procurement system like Ark can provide an advantage for the US. Perhaps. But does it come with sides of secrecy, surveillance, and influence a la Palantir? Stay tuned.
Cynthia Murrell, November 7, 2025
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