And no other company in the world has been focused on this for the last 20 years than we are. And we are also on these programs. So the short version is no news. The long version is I’m very optimistic.
Ana Soro: Thanks, Alex. Our next question is from Mariana with Bank of America. Mariana, please turn on your camera and then you’ll receive a prompt to unmute your line.
Mariana Perez Mora: So my question is about the revenue growth into next year. Do you mind describing what are the main drivers that make…
Alex Karp: By the way, your — we lost you. We lost you after what are the main drivers. I think what you’re asking is what are the main drivers that will affect us our revenue build this year?
Mariana Perez Mora: All right. I don’t know if you can still hear me or not.
Alex Karp: Sporadically. I’ll say — I don’t know if you guys want to say a couple of words on this or do you want me to launch into my…
Ryan Taylor: Yes. I think — thank you. So I think as we highlighted, like momentum in U.S. commercial is strong. We expect it to be a key part of our growth in our business. U.S. government, obviously critical to our business. Now we expect to see more of that coming later in Q2 and second half of the year. And then in the international business, I think it’s continued to deliver on the defense-related initiatives that we’re working on. I think combined, those will be the key drivers for our…
Alex Karp: Maybe a more direct answer or one that is — roughly 61% of our business comes from the U.S. I think there’s a lot of positive indicators that, that will continue to grow. I’m bullish on commercial. I just met with our commercial team. I suspect that will grow north of 40%. There’s lots of reasons for that. The main — despite the fact that we may have a recession, and of course, the recession is severe enough, it will affect our revenue in the U.S. But you see a lot of positive — our customers went from something like 80 to 143 last year. It’s almost 70%, 80% growth. And then in the U.S., we only have 15% of the top 1,000 companies buying our product, which means we have a lot of room for growth. And last and not least, arguably, most importantly, in the U.S., all parts of the enterprise buy our product.
So outside the U.S., it’s really CEOs forcing business decision for us on the Company, which is historically we sold our product all over the world. Inside the U.S., it’s IT people. It’s subdivisions, it’s CEOs. Really doesn’t matter. They buy different parts of the product, and they’re friendly to new things, and they’ve also gone through a cycle of seeing a lot of the enterprise products are just for churning and storing your data that there’s not many results, and they’re actually very expensive. And people are suspectful of having a compute model and something that gives you a margin. So the U.S., it looks very strong. U.S. government, we’ve already been asked about. The weakness in our business is just non-U.S. commercial that grew around 12% last year.
