PATH vs PLTR

PATH Material

Annual filing released 2025-03-24 · GPT 6 Luna

In addition, we offer a managed, multi-tenant SaaS version called Automation Cloud™, which allows rapid automation without infrastructure overhead. •Our intuitive interface and low-code, drag-and-drop functionality empowers users of all technical levels to build and deploy complex automations quickly, using customizable and sharable components as modular building blocks. •Our platform provides users with AI-powered automated testing for their applications, allowing them to streamline development and find and fix issues before they impact production systems. •Our platform's process mining capabilities analyze the digital footprint of users' processes across all systems to identify the root causes and impact of inefficiencies and shorten the timeline between process analysis and automation deployment. •Our platform tracks, measures, and forecasts automation performance, providing actionabl

Discover Identify the highest-ROI opportunities for continuous process optimization and automation using the power of AI Process mining uses data from business applications to give organizations a detailed understanding of their business processes and how to automate and improve them. Task mining provides an objective, data-driven picture of employees' desktop activities without disrupting ongoing work, allowing organizations to identify process improvement areas or automation candidates. Communications mining lets users mine, monitor, and automate service conversations, finding the value in these communications to unlock insights and improve the experience of their customers. Idea capture and management enables organizations to centrally capture and manage automation ideas and process improvements and to prioritize them based on KPIs.

PLTR Material

Annual filing released 2025-02-18 · GPT 6 Luna

These platforms, backed by Apollo, can be deployed in almost any environment. Similarly, customers can now use Apollo to enable continuous deployment, configuration management, and central software operations management across almost any environment for their own software products. Gotham Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. It also facilitates the hand-off between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform. Gotham is now used broadly across government functions. Foundry Foundry transforms the ways organizations operate by creating a central operating system for their data. Individual users can integrate and analyze the data they need in one place.

The speed with which users can experiment and test new ideas is what makes the software stick. Data projects often fail because the steps and methods used to build data pipelines are difficult to understand and recreate. We built Foundry’s backend to solve the root of this problem. The platform’s graphical interface does the rest, allowing users to track and trace their pipelines so they know what the rows and columns in their tables represent and why they are there. All of our commercial customers now use it, as do several of our government customers. AIP AIP enables responsible AI-advantage across the enterprise and government by using primary, core components built to effectively activate LLMs and other AI within any organization.

PATH Material

Annual filing released 2025-03-24 · GPT 6 Luna

What We Offer Our platform is purpose-built to be responsive to these challenges and to advance the next generation of automation with several key strengths: •We deliver scalable, reliable, and secure software robots that emulate human actions with precision and speed, empowering organizations to automate repetitive tasks. •Our platform’s embedded AI, ML, and NLP capabilities improve decisioning and information processing by adapting to constantly changing variables. •Our platform allows users to seamlessly design and combine UI automations, API integrations, and AI-based document understanding in a single workflow. •Our multi-tenant platform is built for enterprise deployment, with security and governance at its core, and can be deployed on-premises, in a public or private cloud, or in a hybrid environment.

In October 2024, at our Forward VII user conference, we announced our commitment to lead in agentic automation by adding core agentic AI capabilities to our existing enterprise automation platform. Our intention is to create the world's first integrated platform for agentic automation. As the UiPath Platform™ continues to evolve into an increasingly sophisticated AI-native platform, our new agentic capabilities (now in preview) will work in concert with our proven RPA capabilities to not only help our customers automate business processes, but also to build true end-to-end agentic workflows. 11 Table of Contents

PLTR Material

Annual filing released 2025-02-18 · GPT 6 Luna

Gotham and Foundry enable institutions to transform massive amounts of information into an integrated data asset that reflects their operations, and AIP leverages the power of our existing machine learning technologies alongside generative AI models, including large language models (“LLMs”), directly within Gotham and/or Foundry to help operationalize AI on enterprise data. For over a decade, Gotham has surfaced insights for global defense agencies, the intelligence community, disaster relief organizations and beyond. And Foundry is becoming a central operating system not only for individual institutions but also for entire industries. Apollo, which we began offering as a commercial solution in 2021, is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, 4 Table of Contents

security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Apollo allows our customers to run their software in virtually any environment. In 2023, we began deploying our newest offering, AIP, which is designed for customers across the commercial and government sectors, enabling them to derive value from recent breakthroughs in artificial intelligence via the combination of our existing software platforms with generative AI models, including LLMs.

PATH Core

Annual filing released 2025-03-24 · GPT 6 Luna

What We Offer Our platform is purpose-built to be responsive to these challenges and to advance the next generation of automation with several key strengths: •We deliver scalable, reliable, and secure software robots that emulate human actions with precision and speed, empowering organizations to automate repetitive tasks. •Our platform’s embedded AI, ML, and NLP capabilities improve decisioning and information processing by adapting to constantly changing variables. •Our platform allows users to seamlessly design and combine UI automations, API integrations, and AI-based document understanding in a single workflow. •Our multi-tenant platform is built for enterprise deployment, with security and governance at its core, and can be deployed on-premises, in a public or private cloud, or in a hybrid environment.

We also sell through channel partnerships, as well as with systems integrators, and are focused on maintaining and growing a high-quality ecosystem of partners that build, train, and certify skills on our technology as well as those that deploy our technology on behalf of their customers. We sell to organizations of all sizes across a broad range of industries and geographies, with a focus on enterprise customers. In certain geographies, we maintain specialized teams that concentrate on specific verticals such as financial services, healthcare, manufacturing, and public sector.

PLTR Core

Annual filing released 2025-02-18 · GPT 6 Luna

Our Platforms We have built four principal software platforms: Gotham, Foundry, Apollo, and AIP. Our software platforms provide the critical infrastructure needed to integrate our customers’ data and operations and run their software in virtually any environment. The vertically integrated nature of these platforms allows users of varying technical abilities to collaborate effectively in our platforms. Data engineers can integrate new data sources, analysts can clean and transform data, data scientists can write models, business users can conduct daily workflows, and senior leaders can make critical decisions. With AIP, trusted data from relevant sources can be integrated into business logic, machine-language models, optimizers, and other computations spread across varying environments to power enterprise and government processes and help drive critical decisions.

Our approach with all our clients is to establish a partnership that transforms the way they use data in pursuit of their goals. We regularly evaluate partnerships and investment opportunities in complementary businesses, employee teams, technologies, and intellectual property rights in an effort to expand our product and service offerings. Our Business Our customers pay us to use the software platforms we have built. While we generally offer contract terms of one to five years in length, our customers sometimes enter into shorter-term contracts. Revenue is generally recognized ratably over the contract term.

PATH Material

Annual filing released 2025-03-24 · GPT 6 Luna

In addition, we offer a managed, multi-tenant SaaS version called Automation Cloud™, which allows rapid automation without infrastructure overhead. •Our intuitive interface and low-code, drag-and-drop functionality empowers users of all technical levels to build and deploy complex automations quickly, using customizable and sharable components as modular building blocks. •Our platform provides users with AI-powered automated testing for their applications, allowing them to streamline development and find and fix issues before they impact production systems. •Our platform's process mining capabilities analyze the digital footprint of users' processes across all systems to identify the root causes and impact of inefficiencies and shorten the timeline between process analysis and automation deployment. •Our platform tracks, measures, and forecasts automation performance, providing actionabl

For maintenance and support, we generally invoice when the associated license(s) are provided or annually at contract anniversary, which results in a contract liability at contract inception. Customers do not have the contractual right to take possession of the software underlying our SaaS products. Therefore, SaaS products are stand-ready obligations to provide access to our products, and the related revenue is recognized ratably over the contractual term of the arrangement, as control of the services is transferred to the customer. We generally invoice for our SaaS products when the customer is provided access and may begin using the SaaS products or annually at contract anniversary. Professional Services and Other Professional services and other revenue consists of fees associated with professional services for process automation, customer education, and training services.

PLTR Material

Annual filing released 2025-02-18 · GPT 6 Luna

Components of Results of Operations Revenue We generate revenue from the sale of subscriptions to access our software platforms in our hosted environment along with ongoing O&M services (“Palantir Cloud”), software subscriptions in our customers’ environments with ongoing O&M services (“On-Premises Software”), and professional services. Palantir Cloud Our Palantir Cloud subscriptions grant customers the right to access the software functionality in a hosted environment controlled by Palantir and are sold together with stand-ready O&M services, as further described below. We agree to provide continuous access to our hosted software throughout the contract term.

and •recognition of revenue when, or as, we satisfy a performance obligation. Each of our significant performance obligations and our application of ASC 606 to our revenue arrangements is discussed in further detail below. Palantir Cloud Our Palantir Cloud subscriptions grant customers the right to access the software functionality in a hosted environment controlled by Palantir and are also sold together with stand-ready O&M services. We agree to provide continuous access to our hosted software platforms throughout the contract term.

PATH Core

Annual filing released 2025-03-24 · GPT 6 Luna

Components of Results of Operations Revenue We derive revenue from the sale of: (1) software licenses for use of our proprietary software and related maintenance and support; (2) the right to access certain software products we host (i.e., SaaS); and (3) professional services. We have a unified commercial offering for software products with both on-premises and cloud deployment options that allows customers the choice of either deployment option throughout the term of the contract. These Flex Offerings are comprised of three types of performance obligations: term license, maintenance and support, and SaaS. Licenses Our term licenses (typically sold as a portion of Flex Offerings) provide customers the right to use software for a specified period of time.

If the carrying amount of an asset or asset group exceeds the related undiscounted cash flows, it is considered to be impaired and an impairment charge is recognized for the amount by which the carrying value of the asset or asset group exceeds its fair value. There were no events or changes in circumstances during fiscal year 2025, 2024, or 2023 which indicated potential impairment of our long-lived assets. Revenue Recognition We derive revenue from the sale of: (1) software licenses for on-premises use of our proprietary software and related maintenance and support; (2) the right to access certain software products we host (i.e., SaaS); and (3) professional services. For many of our products that are available both on-premises and via SaaS, we sell a single offering that allows customers the choice of either on-premises or SaaS deployment throughout the term of the contract.

PLTR Core

Annual filing released 2025-02-18 · GPT 6 Luna

Overview We build software that empowers organizations to effectively integrate their data, decisions, and operations at scale. We were founded in 2003 and started building software for the intelligence community in the United States to assist in counterterrorism investigations and operations. We later began working with commercial enterprises, who often faced fundamentally similar challenges in working with data. We have built four principal software platforms, Palantir Gotham (“Gotham”), Palantir Foundry (“Foundry”), Palantir Apollo (“Apollo”), and Palantir Artificial Intelligence Platform (“AIP”).

Our approach with all our clients is to establish a partnership that transforms the way they use data in pursuit of their goals. We regularly evaluate partnerships and investment opportunities in complementary businesses, employee teams, technologies, and intellectual property rights in an effort to expand our product and service offerings. Our Business Our customers pay us to use the software platforms we have built. While we generally offer contract terms of one to five years in length, our customers sometimes enter into shorter-term contracts. Revenue is generally recognized ratably over the contract term.

PATH Core

Annual filing released 2025-03-24 · GPT 6 Luna

Overview First established in a Bucharest, Romania apartment in 2005, UiPath was incorporated in Delaware in 2015 as a company principally focused on building and managing automations, starting with computer vision technology and user interface automations in our initial RPA offering, which remains the foundation of our platform today. Over the course of the past several years, we have followed a strategy of leveraging advances in AI to broaden our automation capabilities and have expanded, through both internal product development and strategic acquisitions, from RPA as a tool to automation as a platform. Our end-to-end, integrated technology, The UiPath Platform™, allows customers to integrate AI with automation, enabling automation to take action based on learning and experience.

What We Offer Our platform is purpose-built to be responsive to these challenges and to advance the next generation of automation with several key strengths: •We deliver scalable, reliable, and secure software robots that emulate human actions with precision and speed, empowering organizations to automate repetitive tasks. •Our platform’s embedded AI, ML, and NLP capabilities improve decisioning and information processing by adapting to constantly changing variables. •Our platform allows users to seamlessly design and combine UI automations, API integrations, and AI-based document understanding in a single workflow. •Our multi-tenant platform is built for enterprise deployment, with security and governance at its core, and can be deployed on-premises, in a public or private cloud, or in a hybrid environment.

PLTR Core

Annual filing released 2025-02-18 · GPT 6 Luna

Overview We build software that empowers organizations to effectively integrate their data, decisions, and operations at scale. We were founded in 2003 and started building software for the intelligence community in the United States to assist in counterterrorism investigations and operations. We later began working with commercial enterprises, who often faced fundamentally similar challenges in working with data. We have built four principal software platforms, Palantir Gotham (“Gotham”), Palantir Foundry (“Foundry”), Palantir Apollo (“Apollo”), and Palantir Artificial Intelligence Platform (“AIP”).

Our approach with all our clients is to establish a partnership that transforms the way they use data in pursuit of their goals. We regularly evaluate partnerships and investment opportunities in complementary businesses, employee teams, technologies, and intellectual property rights in an effort to expand our product and service offerings. Our Business Our customers pay us to use the software platforms we have built. While we generally offer contract terms of one to five years in length, our customers sometimes enter into shorter-term contracts. Revenue is generally recognized ratably over the contract term.

PATH Material

Annual filing released 2025-03-24 · GPT 6 Luna

Automate Rapidly build AI-powered automation that seamlessly collaborates with people and systems to transform every facet of work UI and API automation are combined for maximum scale and speed across the broadest range of apps and systems, building automations that "see" components of dynamic interfaces with the power of AI. Low-code development empowers employees to build business apps and automations rapidly with low-code, visual tools, making automation—and innovation—available to everyone. Generative AI and experiences expand automation's impact and address a broader range of business challenges, stretching the limits of what's possible. IDP and specialized AI remove the work from paperwork with semantic understanding of a wide range of documents—accurately and quickly.

PLTR Not tagged

Annual filing released 2025-02-18 · GPT 6 Luna

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PATH Not tagged

Annual filing released 2025-03-24 · GPT 6 Luna

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PLTR Material

Annual filing released 2025-02-18 · GPT 6 Luna

Our Platforms We have built four principal software platforms: Gotham, Foundry, Apollo, and AIP. Our software platforms provide the critical infrastructure needed to integrate our customers’ data and operations and run their software in virtually any environment. The vertically integrated nature of these platforms allows users of varying technical abilities to collaborate effectively in our platforms. Data engineers can integrate new data sources, analysts can clean and transform data, data scientists can write models, business users can conduct daily workflows, and senior leaders can make critical decisions. With AIP, trusted data from relevant sources can be integrated into business logic, machine-language models, optimizers, and other computations spread across varying environments to power enterprise and government processes and help drive critical decisions.

turn organizations’ actions and processes into tools for humans and LLM-driven agents. AIP can allow organizations to power operational use of AI and LLMs with interfaces for decision making, feedback, and safe hand-off among AI agents and human operators with wide-spectrum security and audit controls, which allow for granular control over model usage and integrated human review checkpoints throughout the workflows. AIP is seamlessly bundled with existing Palantir offerings such as the Foundry, Gotham, and Apollo platforms. Apollo We have always prioritized meeting our customers wherever they need us most. We originally built Apollo to enable the continuous delivery of our software wherever our customers are: in the cloud, on-premises, or even more rugged environments.