Palantir (PLTR): FY25 Q1 earnings call, May 5, 2025

On its May 5, 2025 earnings call (FY25 Q1), Palantir said 4 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.

Updated

Markets

15 words · 4 settled yes · our count agreed on 15 of 15

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Foundry Yes33✓83%transcripts from the transcript model–
Revolution Yes11✓84%transcripts from the transcript model–
Apollo Yes11✓60%transcripts from the transcript model–
Lethal Yes11✓49%transcripts from the transcript model–
Kill No00✓58%transcripts from the transcript model–
Vibe No00✓43%transcripts from the transcript model–
Civil liberties No00✓42%transcripts from the transcript model–
Gotham No00✓39%transcripts from the transcript model–
Opium No00✓32%transcripts from the transcript model–
AI platform No00✓22%transcripts from the transcript model–
Market share No00✓16%transcripts from the transcript model–
Privacy No00✓16%transcripts from the transcript model–
Reddit No00✓16%transcripts from the transcript model–
Tolkien No00✓16%transcripts from the transcript model–
Warp factor No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Ryan Taylorcompany“Foundry” · prepared

…that our software's impact is remarkably apparent. A Walgreens executive recently highlighted Foundry and AIP allowed them to play AI-powered end-to-end workflows in 4,000 stores…

Dave Glazercompany“Revolution” · qa

…Q1 of last year as we see the effect of the AI revolution. As net dollar retention does not include revenue from new customers that…

Alex Karpcompany“Apollo” · qa

…where you have pressure testing, you can assume AIP, AI Foundry, Ontology, Apollo, and the Palantir culture itself, I mean, we are a warrior culture.…

Shyam Sankarcompany“Lethal” · qa

…of the next-gen programs are starting to think about how do we build the lethal software first, and we'll figure out how to wrap hardware...

Agents: this page as TSV at /api/v1/appearances/palantir:2025-05-05:earnings_call · words: /api/v1/brief?appearance=palantir:2025-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP