Palantir Technologies
PLTRQ2 2023(PLTR Q1 FY2023)Derived8% AI
AI Revenue %
8%
AI Fair Value
$4.9B
AI Revenue (Q)
$42.0M
Total Revenue (Q)
$525.2M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Transitional quarter. AIP had not yet launched (launched mid-2023), but Palantir was beginning to incorporate more ML/AI features into Foundry and Gotham, and the broader market was responding to generative AI. Revenue was $525.2M. No AI-specific revenue disclosed in the filing. The filing still lists three platforms (Gotham, Foundry, Apollo). Slightly increasing estimate to 8% to reflect growing AI/ML feature integration. $42.0M AI / $525.2M total = 8.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $525,186 (three months ended March 31, 2023)
10-Q for period ending 2023-03-31, 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 featuresFoundry ML/analytics capabilities
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 analyticsApollo operations
Confidence Tier
DerivedCalculated from reported segments primarily serving AI