Core Insights - Planet Labs specializes in satellite imagery and data analytics services, operating in the space technology sector and competing with companies like Maxar Technologies and BlackSky [1] Financial Performance - On September 8, 2025, Planet Labs reported an earnings per share (EPS) of -$0.03, matching estimates, while generating revenue of approximately $73.39 million, exceeding the estimated $68.86 million [2] - Following the announcement of its second-quarter financial results for 2026, Planet Labs experienced a stock surge of 38%, reaching $9.04, with a 20% year-over-year revenue increase to a record $73.39 million, surpassing the analyst consensus estimate of $65.74 million [3] Contracts and Growth Potential - Planet Labs secured significant contracts with global defense and intelligence agencies, including a €240 million contract funded by Germany, which features a multi-year, eight-figure annual renewal for data and AI services, indicating potential future revenue growth [4][6] Financial Metrics - Despite a negative price-to-earnings (P/E) ratio of approximately -29.86, Planet Labs maintains a low debt-to-equity ratio of about 0.04, indicating conservative debt use, and a current ratio of approximately 1.75, suggesting good liquidity to cover short-term liabilities [5]

Planet Labs PBC PL shares dropped in Monday’s after-hours trading after the company announced a private offering of $300 million convertible senior notes due 2023. PL stock is challenging resistance. Check the fundamentals here.The Details:  Planet said it also expects to grant the initial purchasers of the notes an option to purchase up to an additional $45 million aggregate principal amount of the notes solely to cover over-allotments.Read Next: Opendoor’s Meme Stock Mania Gets Comedic TwistThe company pl ...

The last two times I looked at Planet Labs PBC (NYSE: PL ), I rated the stock a Buy . There was solid evidence showing us that the demand for commercial satellite imagery was reallyI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a beneficial long position in the sha ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

周一，Planet Labs PBC(PL.US)飙升超36%，创三年半新高，报8.91美元。消息面上，该公司第二财季营 收同比增长20%，达到创纪录的7340万美元，是分析师预期的两倍。同时Planet Labs PBC还上调26财年 营收预期至2.81亿美元-2.89亿美元，高于其6月份给出的2.65亿-2.8亿美元。 ...

智通财经APP获悉，周一，Planet Labs PBC(PL.US)飙升超36%，创三年半新高，报8.91美元。消息面 上，该公司第二财季营收同比增长20%，达到创纪录的7340万美元，是分析师预期的两倍。同时Planet Labs PBC还上调26财年营收预期至2.81亿美元-2.89亿美元，高于其6月份给出的2.65亿-2.8亿美元。 ...

U.S. stocks traded mixed this morning, with the Nasdaq Composite gaining around 150 points on Monday.Following the market opening Monday, the Dow traded down 0.20% to 45,310.19 while the NASDAQ rose 0.70% to 21,851.83. The S&P 500 also rose, gaining, 0.20% to 6,494.70.Check This Out: Casey’s Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street’s Most Accurate AnalystsLeading and Lagging SectorsInformation technology shares jumped by 1.1% on Monday.In trading on Monday, real estate st ...

Financial Data and Key Metrics Changes - The company generated $73.4 million in revenue, representing approximately 20% year-over-year growth, marking another quarter of growth reacceleration [3][14] - Non-GAAP gross margin was 61%, up from 58% a year ago, and adjusted EBITDA profit was $6.4 million, marking the third sequential quarter of adjusted EBITDA profitability [3][17] - Year-to-date cash flow from operating activities was $85.1 million, with year-to-date free cash flow of $54.3 million, representing a free cash flow margin of approximately 39% [3][19] Business Line Data and Key Metrics Changes - Revenue from the defense and intelligence sector grew approximately 41% year-over-year, while the commercial sector grew approximately 6% year-over-year, and civil government revenue was down approximately 4% year-over-year [14][17] - The backlog increased to $736.1 million, representing a year-over-year increase of 245%, providing excellent visibility to revenue over the next 12 to 24 months [4][20] Market Data and Key Metrics Changes - Revenue grew more than 50% year-over-year in Asia-Pacific and more than 30% in EMEA, while North America revenue was roughly flat year-over-year and Latin America revenue was down slightly [15] - The end-of-period customer count was 908 customers, reflecting a shift to focus on large customer opportunities [15] Company Strategy and Development Direction - The company is shifting its data business towards selling solutions, leveraging AI to enable speed and scale, and expanding its satellite services offering [2][10] - The company is aggressively pursuing strategic opportunities in satellite services, driven by the current geopolitical landscape and the desire for sovereign access to space [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving free cash flow positivity this fiscal year, over a year ahead of the prior target [4][23] - The company expects revenue for the full fiscal year 2026 to be between $281 million and $289 million, reflecting strong performance in Q2 and improved visibility for the back half of the year [22] Other Important Information - The company is currently in a growth CapEx investment cycle to build out next-generation fleets [18] - The company is hosting an Investor Day on October 16, 2025, to cover growth outlook and market opportunity [23] Q&A Session Summary Question: Growth dynamics related to Germany and JSAT contracts - Management discussed the importance of maritime domain awareness and the expansion of contracts with the U.S. Department of Defense [25][27] Question: Update on the pipeline of service contracts - Management highlighted strong demand and ongoing partnerships, particularly with Germany [31][32] Question: Usage levels and customer renewals - Management noted that while there has been an uptick in usage, they do not assume it will continue in subsequent quarters [39][40] Question: Update on satellite services deal capacities - Management clarified that the majority of satellite capacity remains available for other customers, ensuring a win-win situation [44] Question: Update on maritime domain awareness solutions - Management emphasized the unique position of the company in providing comprehensive monitoring solutions for maritime security [45][46] Question: Commercial sector growth and future outlook - Management indicated a turnaround in the commercial sector, driven by partnerships in agriculture, energy, and insurance [48][50] Question: Update on the Anthropic relationship - Management expressed optimism about AI collaborations, including partnerships with Anthropic and Google [53][54] Question: Monetization of the Tanager fleet - Management discussed ongoing methane detection work and potential revenue opportunities from the Tanager fleet [58][59] Question: Backlog distribution and revenue recognition - Management provided insights into the growth of backlog and the expected revenue recognition timeline [60][61]

Financial Data and Key Metrics Changes - The company generated $73.4 million in revenue, representing approximately 20% year-over-year growth, marking a quarter of growth reacceleration [3][13] - Non-GAAP gross margin was 61%, up from 58% a year ago, and adjusted EBITDA profit was $6.4 million, marking the third sequential quarter of adjusted EBITDA profitability [3][17] - Year-to-date cash flow from operating activities was $85.1 million, with year-to-date free cash flow of $54.3 million, representing a free cash flow margin of approximately 39% [3][18] - Remaining performance obligations (RPOs) were approximately $690 million, up approximately 516% year-over-year, with a backlog of $736 million, up approximately 245% year-over-year [19][4] Business Line Data and Key Metrics Changes - Revenue from the defense and intelligence sector grew approximately 41% year-over-year, driven by strong performance in core data and solutions business [4][14] - The civil government sector saw a revenue decline of approximately 4% year-over-year, largely due to the expiration of a partnership with Norway [7][14] - The commercial sector experienced revenue growth of approximately 6% year-over-year, driven by strong execution in agriculture and energy sectors [9][14] Market Data and Key Metrics Changes - Revenue grew more than 50% year-over-year in Asia-Pacific and more than 30% in EMEA, while North America revenue was roughly flat year-over-year [15] - Latin America revenue was down slightly, reflecting variability in timing of pilot contracts with the U.S. government [15] Company Strategy and Development Direction - The company is focusing on leveraging AI to enable speed and scale in its data business, shifting towards selling solutions [2] - There is a strong emphasis on expanding satellite services, with a €240 million multi-year collaboration with Germany and ongoing contracts with JSAT [10][11] - The company aims to be free cash flow positive this fiscal year, ahead of prior targets, indicating a strong growth trajectory [4][23] Management's Comments on Operating Environment and Future Outlook - Management highlighted the heightened global security challenges and rapid adoption of AI as factors increasing the value of the company's capabilities to customers [2] - The company expressed confidence in sustaining revenue growth rates heading into fiscal 2027, supported by a significant backlog [19][61] Other Important Information - The company is currently in a growth capital expenditure investment cycle, with planned capital expenditures of approximately $65 million to $75 million for the year [22] - An Investor Day is scheduled for October 16, 2025, to discuss growth outlook and market opportunities [23] Q&A Session Summary Question: Growth dynamics related to Germany and JSAT contracts - Management discussed the strong partnership with the U.S. Department of Defense and the expansion of maritime domain awareness capabilities [25][26] Question: Update on the pipeline of service contracts - Management noted strong demand and ongoing collaborations with strategic partners, emphasizing the ability to build satellites quickly [30][31] Question: Usage levels and customer renewals - Management indicated that while there has been an uptick in usage, they are cautious in assuming it will continue, looking at historical patterns [39] Question: Update on the Tanager fleet and monetization - Management highlighted successful methane detection work and ongoing revenue opportunities, indicating a strong commercial potential [55][56] Question: Backlog distribution and revenue recognition - Management explained that the backlog increase is driven by large contracts, with revenue expected to be recognized over multiple years [57][59]

Group 1 - Planet Labs PBC reported a quarterly loss of $0.03 per share, which is an improvement from a loss of $0.06 per share a year ago, aligning with the Zacks Consensus Estimate [1] - The company achieved revenues of $73.39 million for the quarter ended July 2025, exceeding the Zacks Consensus Estimate by 11.40% and up from $61.09 million year-over-year [2] - Planet Labs PBC shares have increased approximately 61.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 10.2% [3] Group 2 - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Planet Labs PBC was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - Current consensus EPS estimate for the next quarter is -$0.04 on revenues of $68.62 million, and for the current fiscal year, it is -$0.10 on revenues of $272.47 million [7] Group 3 - The Satellite and Communication industry, to which Planet Labs PBC belongs, is currently ranked in the top 6% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8]