canar.ai
Rankings/PLTR/Q1 2023 Analysis

Palantir Technologies

PLTR
Q1 2023(PLTR Q4 FY2022)Derived5% AI
AI Revenue %
5%
AI Fair Value
$3.3B
AI Revenue (Q)
$23.9M
Total Revenue (Q)
$477.9M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.gov

Analysis

Pre-AIP era. FY2022 10-K filed for year ended December 31, 2022. The filing describes Gotham, Foundry, and Apollo as the three principal platforms — AIP had not yet launched. No AI-specific revenue disclosed. Q4 2022 revenue = FY2022 annual ($1,905,871K) - nine months ended Sep 30 ($1,397,247K) = $508,624K. Maintaining 5% estimate for embedded ML features. $25.4M AI / $508.6M total = 5.0%.
Analyzed by claude-opus-4-6

Quoted Figures

Q4 FY2022 revenue of approximately $508,624K derived from FY2022 annual less nine months ended September 30, 2022 of $1,397,247K
10-K for year ended 2022-12-31, derived calculation
Note 13. Segment and Geographic Information for disaggregated revenue by customer segment and geographic region
10-K 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 analyticsApollo operations

Confidence Tier

DerivedCalculated from reported segments primarily serving AI