Overview
- Revenue rose 70% to $1.4 billion with adjusted EPS of $0.25, topping Wall Street estimates.
- Total bookings reached a record $4.26 billion, up 138% year over year, led by large, multi‑year AIP deals.
- U.S. commercial revenue climbed 137% to $507 million as U.S. government sales increased 66% to $570 million in the quarter.
- Shares gained about 7% in early trading following the results and guidance update.
- Management projected about $1.5 billion in Q1 revenue and roughly $7.2 billion for the year, as analysts raised targets including calls for $200‑plus and a $230 price objective from Wedbush.