canar.ai
Rankings/PLTR/Q4 2022 Analysis

Palantir Technologies

PLTR
Q4 2022(PLTR Q3 FY2022)Derived5% AI
AI Revenue %
5%
AI Fair Value
$3.2B
AI Revenue (Q)
$23.9M
Total Revenue (Q)
$477.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Pre-AIP era. Gotham and Foundry remain data integration/analytics platforms with some embedded ML. No AI revenue breakout. Revenue was $477.9M for Q3 2022. Nine months ended September 30, 2022 = $1,397,247K. Single segment, Government vs Commercial only. $23.9M AI / $477.9M total = 5.0%.
Analyzed by claude-opus-4-6

Quoted Figures

Revenue $477,880 (three months ended September 30, 2022)
10-Q for period ending 2022-09-30, 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