While overall revenue grew just 36% year over year in the fourth quarter, U.S. commercial revenue surged 64%, generating 26% of total revenue.
If growth within the segment were to decelerate, investors would likely take this as a harbinger of things to come. In that case, Palantir stock could face (another) dramatic sell-off -- particularly given its lofty valuation. That's why investors should keep a close eye on the revenue growth rate in Palantir's U.S. commercial segment.
https://finance.yahoo.com/news/every-palantir-investor-keep-eye-170500166.html