“We continue to anticipate 2024 revenue from these customers to be approximately 2% of full year revenue.”

In context

“alue in our U.S. commercial business grew 74% year-over-year and 14% sequentially. Our U.S. commercial customer count grew to 262 customers, reflecting 69% growth year-over-year and 19% growth sequentially. We generated $149 million in international commercial revenue in the first quarter, representing 16% growth year-over-year but a 3% sequential decline as a result of continued headwinds in Europe and the revenue catch up in Q4 that we noted last quarter. We continue to capitalize on targeted growth opportunities in Asia, the Middle East and beyond. Revenue from strategic commercial contracts was $24 million in the quarter. We anticipate second quarter 2024 revenue from these customers to decline to between $7 million to $9 million compared to $19 million in the second quarter of 2023. We continue to anticipate 2024 revenue from these customers to be approximately 2% of full year revenue. Shifting to our Government segment. First quarter government revenue grew 16% year-over-year and 3% sequentially to $335 million. First quarter U.S. government revenue grew 12% year-over-year and 8% sequentially to $257 million. As Ryan noted, we're excited to be the sole prime contractor under the Titan program, and we'll continue pursuing other defense opportunities. We believe we're well positioned to see growth in our U.S. government business over the course of 2024. First quarter international government revenue grew 33% year-over-year and declined 9% sequentially to $79 million as a result of the revenue catch-up in Q4 that we noted last quarter and continued headwinds in Europe. First quarter TCV booked was $904 million, up 128% year-over-year. Net dollar retention was 111%, an i”