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.
UpdatedMarkets
15 words · 4 settled yes · our count agreed on 15 of 15- Kalshi: company speakers
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Foundry | Yes | 3 | 3 | ✓ | 83%transcripts from the transcript model | – |
| Revolution | Yes | 1 | 1 | ✓ | 84%transcripts from the transcript model | – |
| Apollo | Yes | 1 | 1 | ✓ | 60%transcripts from the transcript model | – |
| Lethal | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| Kill | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| Vibe | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – |
| Civil liberties | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Gotham | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Opium | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| AI platform | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| Market share | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Privacy | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Tolkien | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Warp factor | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
27 matches for “Commercial”; 5 quoted, at least 25 words apart.
…year-over-year and now makes up 71% of our overall business. Our US commercial business' extraordinary momentum continued as revenue grew 71% year-over-year. Our foundational US…
…Q1 historically being our slowest quarter due to business seasonality. Our US commercial revenue grew 19% sequentially to surpass the $1 billion annual run rate…
…is rapidly transforming the command. AI agents aren't just transforming the US commercial sector. They are transforming how we fight. AI agents are analyzing intelligence,…
…this quarter by surpassing $1 billion annual run rate in our US commercial business for the first time, which grew 71% year-over-year and 19% sequentially.…
…13% sequentially to $628 million. Excluding the impact of revenue from strategic commercial contracts, first quarter revenue grew 44% year-over-year and 7% sequentially, and first…
Where the listed words were said
…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…
…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…
…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.…
…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