Earth observation satellite operator Planet Labs (PL 9.16%) soared 8% in a single day last month, after announcing a "six-figure deal" to help non-governmental organization (NGO) Global Fishing Watch monitor fishing vessels across the... well, the globe, actually. On Monday morning, the stock is up barely half as much -- 4.5% through 10:05 a.m. ET -- after announcing an analogous data deal that could be 10 times as big.So why aren't investors more excited?Growing revenue at Planet LabsThis morning, Planet c ...

Planet Labs (PL 7.64%) operates the largest constellation of Earth observation satellites in the world. On Thursday, it's also looking like one of the biggest gainers among space stocks, gaining 8.6% through 11:30 a.m. ET.That's curious, because the latest bit of news out of Planet Labs initially received the opposite reaction from investors. When the company announced yesterday that it had won a "six-figure deal" to help Global Fishing Watch "map small vessel activity across millions of square kilometers o ...

A French contract is keeping Planet Labs stock moving in the right direction.After jumping 14% in sympathy with a powerful earnings report from Rocket Lab (RKLB -4.28%) yesterday, shares of fellow space stock Planet Labs (PL 4.00%) maintained its upward momentum in early-Thursday trading, rising another 3.2% through 11:35 a.m. ET.Strange as it may sound, if you own Planet Labs stock, you have France to thank for that.Planet Labs' new contractThis morning, Planet announced an "expansion" of its relationship ...

文章核心观点 - NASA与Planet Labs签订了价值最高476百万美元的商业小型卫星数据采购合同 [1][2] - 这个合同将在4年内分期执行,每年约100百万美元 [2] - 这个合同将由8家不同的航天公司共享,包括Planet Labs、BlackSky、Satellogic等 [2] - 这个合同对Planet Labs的收入增长有一定帮助,但不足以改变其仍将亏损和持续烧钱的现状 [3][4] 行业分析 - 作为拥有世界最大地球观测卫星星座的公司,Planet Labs很可能会获得这个合同的一部分收益 [3] - 这个合同每年约15百万美元的收益对Planet Labs来说不算小,约占其年收入的6% [4] - 但这个收益规模可能还不足以对Planet Labs的股票价格产生重大影响 [4] 公司分析 - Planet Labs去年第四季度的收入增长仅14% [3] - 这个合同的收益对于改变Planet Labs仍将亏损和持续烧钱的现状可能作用有限 [4]

janiecbros l've been looking a lot at companies who make their revenues (or at least plan to) through operations in space. I'm not sure why so many of those have been coming up on my radar lately, but the Q2 earnings release of Planet Labs PBC (NYSE:PL) has me looking at them closely, especially after they dropped in price significatily on revised Q3 guidance. YAL Planet Labs PBC (PL) Price 2.80 2.40 2.00 1.60 Aug 20 Aug 22 Aug 24 Aug 26 Aug 28 Aug 30 Sep 1 Sep 3 Sep 5 Seeking AlphaQ Sep 6, 2024, 7:39 PM ED ...

Planet Labs stock remains far from fulfilling its pre-IPO promises of 2021. Another day, another poor performance from Planet Labs (PL -21.98%). Last night, the space stock that operates the world's largest constellation of Earth observation satellites announced financial results for its fiscal second quarter of 2025 -- and the news wasn't great. Planet Labs said it lost $0.06 per share in the quarter, on sales of $61.1 million. And granted, these results were basically in line with what analysts had predic ...

Planet Labs PBC PL reported worse-than-expected second-quarter sales results on Thursday. Planet Labs reported quarterly losses of six cents per share, which met the analyst consensus estimate. Quarterly revenue of $61.09 million missed the analyst consensus estimate by 1.17% and represents a 13.64% increase over the same period last year. "During the second quarter, we saw continued strength with government customers, especially in the Defense & Intelligence sector where revenue grew over 30% year-over-yea ...

财务数据和关键指标变化 - 第二季度营收创纪录达6.11亿美元,同比增长14% [10] - 非GAAP毛利率为58%,优于预期 [33] - 调整后EBITDA亏损440万美元,继续改善 [34] 各条业务线数据和关键指标变化 - 政府(国防情报和民用政府)业务持续强劲,分别同比增长超过30%和20% [14][17] - 商业业务受宏观经济和农业行业挑战,公司正调整资源配置和聚焦Insights平台 [19][20] 各个市场数据和关键指标变化 - EMEA、亚太和拉美市场分别同比增长超过20%、40%和30% [31][32] - 北美市场增长较缓,政府业务增长被商业业务拖累 [32] 公司战略和发展方向及行业竞争 - 公司进行组织架构调整,成立行业专属业务组,以更好服务客户和提高运营效率 [12][13][30] - 政府市场需求强劲,公司有望进一步扩大在该领域的份额 [39] - 商业市场仍有较大机会,公司正调整策略以更好把握 [19][20] 管理层对经营环境和未来前景的评论 - 政府市场需求强劲,公司有望进一步扩大在该领域的份额 [39] - 商业市场仍有较大机会,公司正调整策略以更好把握 [19][20] - 公司有望在今年第四季度实现调整后EBITDA盈利 [34] 其他重要信息 - 成功发射首颗Tanager高光谱卫星和36颗SuperDove卫星 [22][23] - 正准备发射Pelican-2高分辨率卫星,将提升分辨率和加速洞察交付 [23] 问答环节重要的提问和回答 问题1 **Ryan Koontz 提问** 北美市场和RPO下降的原因 [43][44] **Ashley Johnson 回答** 主要是由于商业业务表现不佳拖累了北美市场增长,RPO下降则是由于政府客户通常只签一年合同 [44][45] 问题2 **Mike Latimore 提问** 毛利率未来是否能保持在59%-61%的水平 [49][50] **Ashley Johnson 回答** 这是公司的目标,未来毛利率水平将取决于业务结构,但公司有信心能维持在这一水平 [50] 问题3 **Kristine Liwag 提问** NATO合同的规模和机会 [58][59] **Will Marshall 回答** NATO已承诺在5年内投入最多10亿美元,这是一个重要的战略合作伙伴关系,公司有望从中获益 [59]

业绩总结 - 2024财年第二季度，Planet的收入达到6110万美元，较上年同期增长58%[11] - 非GAAP毛利率超过90%[12] - 调整后的EBITDA为440万美元[11] - 2025财年第二季度收入同比增长14%，达到221百万美元[23] - 2025财年第二季度的非GAAP毛利率为58%[28] - 2025财年第二季度的调整后EBITDA为-4.367百万美元[36] - 2025财年第二季度的非GAAP毛利为35.2百万美元[34] 用户数据 - 截至2024年第二季度末，Planet的客户数量达到1012个[12] - 截至2025年第二季度，客户数量达到1,012，年末客户合同占比超过90%[25] - 2025财年第二季度的重复年合同价值（Recurring ACV）占比为96%[26] - 净美元留存率为Z%，反映了公司从现有客户中保留和增长收入的能力[43] - 包括回归客户的净美元留存率为W%，显示公司重新吸引失去客户的能力[44] 未来展望 - 预计2025财年第三季度收入在61百万至64百万美元之间，同比增长10%至16%[32] - 2025财年第三季度的非GAAP毛利率预计在59%至61%之间[32] - 公司致力于在2025财年第四季度实现调整后EBITDA盈利[32] 新产品和技术研发 - Planet的首颗高光谱卫星Tanager-1于2024年8月16日成功发射[15] 市场扩张与合作 - Planet与北约通信与信息局签署了联盟持续监视空间计划的合同[13] - Planet与国际防务客户达成七位数的交易，包括海洋领域意识的试点项目[13] - 在应对飓风Beryl的影响中，Planet与微软的AI for Good实验室合作，支持快速灾后响应和建筑损坏评估[18] 资本支出 - 2025财年第三季度资本支出预计在13百万至16百万美元之间[32] - 公司资本支出占总收入的百分比为Y%，用于支持数据服务的需求[42]

Planet Labs PBC (PL) came out with a quarterly loss of $0.06 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.14 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced a loss of $0.05, delivering a surprise of 37.50%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Planet Labs PBC, which belongs to the Z ...