Palantir Technologies
PLTRQ2 2022(PLTR Q1 FY2022)Derived5% AI
AI Revenue %
5%
AI Fair Value
$2.6B
AI Revenue (Q)
$22.3M
Total Revenue (Q)
$446.4M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Pre-AIP era. Palantir's platforms (Gotham and Foundry) were primarily data integration and analytics tools in this period. Some ML/AI capabilities existed in Gotham's pattern analysis for intelligence work, but the company had not launched AIP and did not position itself as an AI company. No AI revenue breakout provided. The filing reports a single revenue line of $446.4M for Q1 2022 ($919.4M for 6 months ended June 2022 minus $473.0M Q2). Estimating ~5% of revenue attributable to embedded ML/AI features within Gotham's intelligence analysis capabilities. $22.3M AI / $446.4M total = 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $446,357 (three months ended March 31, 2022, derived from six months ended June 30 of $919,367 less Q2 $473,010)
10-Q for period ending 2022-06-30, Condensed Consolidated Statements of Operations
Note 12. Segment and Geographic Information for disaggregated revenue by customer segment and geographic region
10-Q Segment Note — no AI-specific segment disclosed
AI Products Identified (Ring 1)
Gotham ML features (pattern analysis, anomaly detection)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Foundry data integrationGovernment analytics
Confidence Tier
DerivedCalculated from reported segments primarily serving AI