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.

20 matches for “Growth”; 5 quoted, at least 25 words apart.

Ana Sorocompanyprepared

…investors.palantir.com. Over the course of the call, we will refer to various growth rates when discussing our business. These rates reflect year-over-year comparisons unless otherwise…

Ryan Taylorcompanyprepared

…revenue grew 71% year-over-year. Our foundational US government business achieved compelling revenue growth of 45% year-over-year. Our results continue to redefine the rule of 40,…

Ryan Taylorcompanyprepared

…We closed $810 million in US commercial TCV with a 239% year-over-year growth rate on dollar-weighted duration basis, and we closed twice as many deals…

Ryan Taylorcompanyprepared

…Palantir to their investors. Our US government business continues to achieve impressive growth as we deliver towards the vital missions of the agencies we support.…

Dave Glazercompanyqa

Thanks, Shyam. We had an exceptional first quarter. Revenue growth accelerated to 39% year-over-year, exceeding the high end of our prior guidance by nearly 350…

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