Palantir Technologies
PLTRQ2 2025(PLTR Q1 FY2025)Derived55% AI
AI Revenue %
55%
AI Fair Value
$62.6B
AI Revenue (Q)
$348.9M
Total Revenue (Q)
$634.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AIP dominant growth driver. Revenue was $883.9M, up 39% YoY from $634.3M. This dramatic acceleration is widely attributed to AIP demand. Operating income reached $176.0M, more than double YoY. Customer deposits were $231.1M and deferred revenue was $318.6M, indicating strong forward pipeline. No AI-specific revenue breakout in the filing. Estimating 55% as AIP is now the primary reason customers adopt and expand Palantir. $486.1M AI / $883.9M total = 55.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $883,855 (three months ended March 31, 2025)
10-Q for period ending 2025-03-31, Condensed Consolidated Statements of Operations
Income from operations $176,048 (three months ended March 31, 2025) vs $80,881 (three months ended March 31, 2024)
10-Q for period ending 2025-03-31, 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)
AIP (Artificial Intelligence Platform)Gotham ML/AI featuresFoundry ML/AI 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 integrationGotham intelligence analyticsApollo operations
Confidence Tier
DerivedCalculated from reported segments primarily serving AI