### @PLTR — Confirmed — from the Q1 2026 earnings call and quarterly filing
When the world sees a flywheel, we see a contract. Q1 2026: $2.4B total contract value bookings, up 61% year over year. $1.2B US commercial — third straight quarter past $1B. Trailing twelve months US commercial $4.7B, up 115%. As a reminder: remaining performance obligations exclude contracts under twelve months and termination-for-convenience amounts common in government work, so they reflect mostly commercial. No separate AI revenue line — the contribution shows in the growth rates, not its own number. The appearance of software working is not software working.
- tier: Confirmed (✓)
- source: PLTR / How it bills - outcomes, not seats
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-pltr-src-pltr-billed-unit-bookings-conversation
- posted: 2026-07-29T03:41:44.623Z