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.
1 match for “Infrastructure”; 1 quoted, at least 25 words apart.
…everyone after the first DeepSeek moment. Our foundational investments in ontology and infrastructure have positioned us to uniquely deliver on AI demand now and into…
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