“In the international space, we're looking to grow the defense business outside of the U.S. as our allied countries are looking to deploy the expertise that we've honed over 20 years around the world in the most important missions.”

In context

“that specifically means is continuing to focus on both top line and bottom line, our revenue growth, adjusted operating margins and delivering on GAAP profitability, as we've laid out. In the U.S. commercial space, we grew 67% year-over-year. As I highlighted earlier, we have a lot of strong indicators of momentum going into this year, and we expect to deliver another landmark year in U.S. commercial. In the U.S. government space, we'll continue doubling down on the backbone of our business, one of our most important customers, which means seeking to accelerate defense, civil and intelligence space. And obviously, there are factors such as whether or not there's a continuing resolution that might affect the timing of that, but our long-term outlook on U.S. government is extremely strong. In the international space, we're looking to grow the defense business outside of the U.S. as our allied countries are looking to deploy the expertise that we've honed over 20 years around the world in the most important missions. We're looking to grow our work in civil. We're particularly excited about health care and keep our momentum in the U.K. government. And all while doing that, we seek to continue to deliver on GAAP profitability. Alex Karp: A different version of that is we will maintain our discipline around GAAP profitability precisely because the world is recognizing our crucial contribution to the West. We see this in war. We see this in the commercial areas. We see this in health care. We see this where people are embracing technology, especially in the U.S., especially around AI, especially around AI with security models, in private networks. And so there's a tethering between our financial discipline and our ability to just continue crushing in the service of what we believe is important, Western in”