“We anticipate 2026 revenue from these contracts to be less than $7 million or less than 0.1% of full-year revenue.”

In context

“ew 145% year over year and 21% sequentially. Our US commercial customer count grew to 571 customers, reflecting growth of 49% year over year and 8% sequentially. Fourth quarter international commercial revenue grew 8% year over year and 12% sequentially to $171 million. Full year international commercial revenue grew 2% year over year to $608 million. In the fourth quarter, we closed $1.3 billion of international commercial TCV bookings, driven by long-term renewals that we signed with several longstanding international commercial customers. Revenue from strategic commercial contracts was $2.1 million for the quarter, representing 0.1% of overall revenue. We anticipate first quarter 2026 revenue from these contracts to be between $1 million and $3 million compared to $5.1 million in 2025. We anticipate 2026 revenue from these contracts to be less than $7 million or less than 0.1% of full-year revenue. Shifting to our Government segment. Fourth quarter government revenue grew 60% year over year and 15% sequentially to $730 million. Full year government revenue grew 53% year over year to $2.402 billion. Fourth quarter US government revenue grew 66% year over year and 17% sequentially to $570 million. Full year US government revenue grew 55% year over year to $1.855 billion. This growth was driven by continued execution in existing programs and new awards reflecting the growing demand for AI in our government software offerings. Fourth quarter international government revenue grew 43% year over year and 9% sequentially to $160 million, bolstered primarily by our continued work in the UK. Full year international government revenue grew 47% year over year to $547 million. We closed our high”