Palantir Technologies
PLTRQ3 2025(PLTR Q2 FY2025)Derived60% AI
AI Revenue %
60%
AI Fair Value
$141.7B
AI Revenue (Q)
$787.5M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
AIP driving majority of revenue. Revenue surpassed $1B for the first time at $1,003.7M, up 48% YoY. Operating income was $269.3M, up from $105.3M YoY — a 156% increase. This unprecedented growth is overwhelmingly attributed to enterprise AI demand and AIP adoption. Six months ended June 30, 2025 revenue = $1,887.6M vs $1,312.5M in H1 2024 (44% growth). No AI-specific revenue breakout. At this stage, AIP is deeply integrated into the majority of new customer wins and expansions. Estimating 60% — while Foundry/Gotham base capabilities contribute significant non-AI revenue, AIP and AI-driven features are now the primary value proposition. $602.2M AI / $1,003.7M total = 60.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $1,003,697 (three months ended June 30, 2025)
10-Q for period ending 2025-06-30, Condensed Consolidated Statements of Operations
Income from operations $269,317 (three months ended June 30, 2025) vs $105,339 (three months ended June 30, 2024)
10-Q for period ending 2025-06-30, 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/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