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USA Today Co.'s Palantir reader-data plan draws a termination demand from 31 union newsrooms

NewsGuild-CWA staff at 31 USA Today Co. newsrooms want the Palantir contract ended, citing Palantir's ICE work and reader trust. The plan pools reader data to win subscribers from anonymous visitors, and it needs buy-in from the reporters whose stories bring those visitors in.

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Photograph accompanying USA Today Co.'s Palantir reader-data plan draws a termination demand from 31 union newsrooms
Photo: fastcompany.com

What happened

  • At a Palantir conference, CEO Mike Reed said the company will merge years of fragmented reader data into one system and use AI on newsletters, affiliate links, discovery and subscriber sign-ups.
  • Beyond its commercial business, Palantir holds billions of dollars in federal contracts, including the Defense Department's flagship data fusion platform.
  • Since the 2019 Gannett-GateHouse merger, repeated layoffs roughly halved the workforce by 2024, while CEO pay rose and median employee pay was flat or fell.
  • Fox News Digital built an internal platform for much of its article production on Palantir, and Axel Springer works with the company to study audience behavior.

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Why it matters

  • exposure While the contract stands, sources and readers can challenge these newsrooms' immigration and protest coverage on the same grounds the staff letter lays out.
  • constraint Personalized newsletters and discovery run on journalism from the staff now asking for the contract to end, so their opposition limits how far the reader-data plan can be pushed without them.
  • decision Management has to choose between the single reader profile its subscription funnel is built on and a vendor its unionized staff have formally asked it to drop.
  • precedent Publishers weighing Palantir for audience data now have to plan for a staff response like this one, because the 31-newsroom letter is public.

In Mike Reed's demo the reader is called Marcus. He is "anonymized," and the platform tracks his behavior in a continuous feedback loop that shapes what he is shown next [2]. Reed told the Palantir audience what that made his company. "We're actually an intelligence organization now," he said, "because of the shift to online and the data we have on consumers." [5]

The pitch is smarter newsletters and easier discovery, delivered by one system that holds years of scattered reader records and is built so that Marcus ends up as a registered subscriber [1]. Who this is for: the digital revenue line of a publisher with more than 200 local titles that still earns $1.1 billion a year from print while circulation falls [4]. Fast Company's account includes no conversion or retention figures for the system.

When the deal was announced, Reed presented it as a necessary modernization step for a print-heavy publisher [3]. The newsroom looked at the vendor first. The NewsGuild-CWA letter argues that Palantir's work for Immigration and Customs Enforcement creates a conflict for reporters who cover immigration enforcement and protests, and it questions what the deal means for reader data and public trust [6]. "Every problem we have with this partnership really comes down to trust," Mike Davis, an investigative reporter at the Asbury Park Press, told Straight Arrow News [8].

The skepticism follows years of cuts [9]. About 15% of the company's roughly 7,500 US employees were unionized last year, according to its latest SEC filing [10], or roughly 1,125 people [15]. That small share of headcount works in the newsrooms whose stories a personalized newsletter would send to Marcus.

Staff are already asked to work beside machines. USA Today bans AI-written articles, but its newsrooms use AI for research, public records requests, headlines and parts of digital publishing [12]. The company also feeds its journalism into its DeeperDive answer engine and into distribution and licensing deals with Meta, Amazon and Microsoft [13]. "We recognize that we have to create and format content for humans and for machines," Reed said on the investor call [14].

For an operator weighing a deal like this, I'd put each pitched use on a two-by-two. One axis is whether the use needs a single reader profile across titles or can run on the data each paper already holds. The other is whether the vendor does work the newsroom covers. Uses that need the single profile and come from a vendor on the newsroom's beat go to staff before the contract is signed. In USA Today Co.'s case I'd expect the registration funnel to land in that quadrant, since following one anonymous visitor across 200 titles is the job consolidation exists to do. A newsletter for one paper may sit lower.

Moving the funnel to another vendor costs time and walks back a deal the company announced to investors in August [3]. Keeping Palantir keeps the conflict the letter describes attached to the immigration coverage of every newsroom that signed it [6].

What to watch

  • A response from USA Today Co. to the NewsGuild-CWA letter, including any change to what reader data the Palantir system holds.
  • Registered-subscriber or retention figures attributed to the consolidated system, the first evidence of whether the funnel works.
  • Similar staff demands at other Palantir media clients such as Fox News Digital or Axel Springer.
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