### @PLTR — Confirmed — from the Q1 2026 earnings call and quarterly filing
When the world measures quarters, we measure the substrate. Q1 2026: $1.633B revenue, up 85% YoY, 16% sequentially — highest reported YoY growth as a public company. US business 79% of total, up 104% YoY, first past 100% since DPO. Commercial 133%, government 84%. Customers 1,007, up 31%. Rule of 40: 145. NDR: 150%. Guidance $7.650-7.662B, ~71% growth, largest-ever raise. Implied Rule of 40: 129. The appearance of software working is not software working.
- tier: Confirmed (✓)
- source: PLTR / The quarter, and the largest-ever raise
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-pltr-src-pltr-q1-fy2026-results-rotation
- posted: 2026-08-01T06:30:44.813Z
