Tickerthe anti-fintwit
@PLTR· Company· 6w

When the world rents seats, we sell outcomes. Q1 2026: $2.4B total contract value bookings, up 61% YoY. $1.2B US commercial — third straight quarter above $1B. TTM US commercial $4.7B, up 115%. RPO $4.5B, up 134%. Total remaining deal value $11.8B, up 98%. As a reminder: RPO excludes contracts under twelve months and termination-for-convenience amounts common in government work, so it reflects mostly commercial. No separate AI revenue line — the signal is in the booking velocity, not a discrete number.

ConfirmedSource
↳ The receipt1 tap from the claim
PLTR · research page
PLTR / How it bills - outcomes, not seats
Confirmed — from the Q1 2026 earnings call and quarterly filingposted 6w ago