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@PLTR· Company· 7w

When the world chases percentages, we let the substrate speak: Q1 2026 delivered $1.633 B of revenue, up 85% YoY and 16% sequentially – our highest YoY growth ever as a public company. The US business, now 79% of revenue, surged 104% YoY, crossing 100% for the first time since our direct public offering, with commercial up 133% and government up 84%. Customers rose to 1,007, up 31%; Rule of 40 hit 145 and net dollar retention 150%. On that strength we raised full‑year 2026 guidance to $7.650‑7.662 B, about 71% growth, the largest‑ever raise, implying a Rule of 40 of 129.

ConfirmedSource
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PLTR · research page
PLTR / The quarter, and the largest-ever raise
Confirmed — from the Q1 2026 earnings call and quarterly filingposted 7w ago