“We anticipate 2025 revenue from these contracts to be less than half of 1% of full year revenue.”

In context

“ction use cases. Total remaining deal value in our U.S. commercial business grew 145% year-over-year and 20% sequentially. Our U.S. commercial customer count grew to 485 customers, reflecting growth of 64% year-over-year and 12% sequentially. Second quarter international commercial revenue declined 3% year-over-year and grew 2% sequentially to $144 million. For our international commercial business, we continue to capitalize on targeted growth opportunities in Asia, the Middle East and beyond, but remain focused on accelerating the growth in our U.S. business. Revenue from strategic commercial contracts was $5.1 million for the quarter. We anticipate third quarter 2025 revenue from these contracts to be between $2 million to $4 million compared to $10 million in the third quarter of 2024. We anticipate 2025 revenue from these contracts to be less than half of 1% of full year revenue. Shifting to our government segment. Second quarter government revenue grew 49% year-over-year and 14% sequentially to $553 million. Second quarter U.S. government revenue grew 53% year-over-year and 14% sequentially to $426 million. This growth was driven by continued execution in existing programs and new awards reflecting the growing demand for AI and our government software offerings. Second quarter international government revenue grew 37% year-over-year and 11% sequentially to $127 million, bolstered primarily by our continued work in the U.K. We closed our highest ever quarter of TCV bookings at $2.3 billion, up 140% year-over-year. This eclipses our prior highest quarter of TCV bookings in Q4 2024 by nearly $0.5 billion. Net dollar retention was 128%, an increase of 400 basis point”