AIP

Palantir (PLTR)

Q4 FY2025

Mentioned as AIP

Palantir emphasizes an explicit strategic focus on scaling operations via AI, referencing its Artificial Intelligence Platform (AIP) and coining the term 'commodity cognition.' Management ties strong Q4 and FY2025 results and aggressive FY2026 guidance to that AI-driven strategy. The company reported Q4 revenue of $1.407B (70% YoY growth), adjusted operating income of $798.5M, GAAP net income attributable to common stockholders of $608.7M, and adjusted free cash flow of $791.4M. Guidance calls for Q1 2026 revenue of $1.532–$1.536B and FY2026 revenue of $7.182–$7.198B, with U.S. commercial revenue expected to grow at least 115%. The release contains limited technical detail about specific AI capabilities, primitives, or developer tooling beyond naming AIP and framing AI as the driver of commercial expansion.

Palantir (PLTR)

Q3 FY2025

Mentioned as AIP

Palantir explicitly references its Artificial Intelligence Platform (AIP) as a driver of recent commercial acceleration. Management highlights AIP-driven growth in U.S. commercial revenue and raises both quarterly and full-year revenue guidance materially. The release contains strong monetization signals (record TCV $2.76B, U.S. commercial TCV $1.31B, RDV $3.63B, and large deal counts) and elevated profitability and cash flow (adjusted operating income $600.54M; adjusted free cash flow $539.86M). Risks noted include issues from the use of AI in platforms, contract termination provisions, and macro/geopolitical factors.

Palantir (PLTR)

Q2 FY2025

Mentioned as AIP

Palantir reported a strong Q2 2025 with revenue of $1.004B (+48% Y/Y), raised FY25 revenue guidance to $4.142–$4.150B, and emphasized AI as a driver of growth. The release explicitly names an Artificial Intelligence Platform (AIP) and management attributes performance to "AI leverage." Non-GAAP adjusted income from operations was $464.385M with adjusted free cash flow of $568.769M. Customer and contract metrics (record TCV of $2.27B, U.S. commercial TCV $843M, RDV $2.79B, and large deal counts) provide strong commercial traction context. Disclosure also includes standard forward-looking risk language including "issues raised by the use of artificial intelligence in our platforms." Overall tone is bullish, driven by AI-related execution and raised guidance.

Palantir (PLTR)

Q1 FY2025

Mentioned as AIP

Palantir references AI positioning and a named Artificial Intelligence Platform (AIP). Management frames strong U.S. commercial momentum and large deals as evidence of AI-driven adoption, and ties product positioning to the "era of AI." The company raised full-year revenue and U.S. commercial guidance and reported strong Q1 financials: revenue $883.9M (39% YoY), adjusted operating income $390.7M (44% margin), GAAP net income $214.0M, and adjusted free cash flow $370.4M. Explicit AI signals are limited to AIP naming and strategic positioning; no additional branded AI products, primitives, partnerships, or developer tools were disclosed in the release.