Palantir Technologies
PLTRQ1 2024(PLTR Q4 FY2023)Derived25% AI
AI Revenue %
25%
AI Fair Value
$16.8B
AI Revenue (Q)
$139.5M
Total Revenue (Q)
$558.2M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
AIP adoption accelerating. FY2023 10-K explicitly describes four principal platforms: Gotham, Foundry, Apollo, and AIP. The filing states: 'AIP leverages the power of our existing machine learning technologies alongside generative AI models, including large language models (LLMs), directly within Gotham and/or Foundry to help operationalize AI on enterprise data.' Q4 2023 revenue = FY2023 ($2,228,250K) - nine months ($1,616,662K) = ~$611,588K. No AIP-specific revenue figure provided. AIP boot camps converting to paid engagements, but still largely early adoption. Estimating 25% — embedded ML (~5%) plus AIP contributions (~20%). $152.9M AI / $611.6M total = 25.0%.
Analyzed by claude-opus-4-6
Quoted Figures
AIP leverages the power of our existing machine learning technologies alongside generative AI models, including large language models (LLMs), directly within Gotham and/or Foundry to help operationalize AI on enterprise data
10-K for year ended 2023-12-31, Item 1 Business
We have built four principal software platforms, Palantir Gotham, Palantir Foundry, Palantir Apollo, and Palantir Artificial Intelligence Platform (AIP)
10-K for year ended 2023-12-31, Item 1 Business
Q4 FY2023 revenue of approximately $611,588K (derived from FY2023 annual less nine months ended September 30, 2023 of $1,616,662K)
10-K derived calculation
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