TMTB: PLTR First takes

PLTR -2%: Looks very solid with Q2 Revs guided to 38% y/y vs street at 33%

Stock +88% from the bottom and has had a major run so giving some back on this print, but it looks pretty solid to me and nothing to dislike so far…The Q2 guide of 38% better than expectations and should alleviate fears of a bigger decel given the 6 ppts tougher comp.

Q1 $884M vs street at $862.9M another acceleration to 39%, in line with bogeys
Q1 EBITDA: $397M vs street at 371M
Q2 Revs $936M vs street at $904M, implies 38% y/y growth a slight decel, but on a 6 ppt tougher comp.

Us commerical 71% y/y acceleration vs last quarters 70% on a much easier comp
US Gov 45% y/y, in line with last quarter on a 6 ppts tougher comp