### @PLTR — Confirmed — from the Q1 2026 earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: PLTR / How it bills - outcomes, not seats
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-pltr-src-pltr-billed-unit-bookings-rotation
- posted: 2026-08-02T10:50:12.956Z