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Satellogic V (SATL) Investor Presentation - Slideshow
Satellogic Satellogic (US:SATL)2022-05-17 09:56

Company Overview and Mission - Satellogic's mission is to be the information platform solving Earth's greatest challenges, requiring global, detailed, up-to-date, accessible, and reliable data[17] - The company aims to solve the high cost and technological constraints of Earth observation [22] - Satellogic is creating a searchable Earth with an updated catalog of everything on Earth, enabling object identification, scene classification, predictive models, and change tracking [24, 25, 26] Technology and Capabilities - Satellogic's patented optical technology gives it a 10x advantage in capture capacity [32, 63] - The company's vertical integration enables shorter R&D cycles, quicker market entry, and up to 80% reduction in satellite costs compared to competitors [34] - Satellogic's acquisition cost per KM2 is lower than competitors, with a cost of $0.46 compared to $56.07 for WorldView-4 [37] - The company has 22 operational satellites with plans to have 200+ satellites in orbit for daily remaps of the planet [31] Market Opportunity and Strategy - Satellogic is targeting a $140B+ commercial market opportunity by providing high-resolution global remapping [27, 68, 70] - The company's differentiation unlocks the commercial market by leveraging competitive advantages in costs and camera technology for a disruptive new business model [62] - Satellogic is tapping into commercial vertical solutions such as precision farming, road monitoring, renewable energy, and oil pipeline monitoring [77, 78] - The company is expanding its government market by offering affordable services, targeting a ~$1B addressable market for Dedicated Satellite Services (DSC) [110, 112] Recent Developments and Future Plans - Satellogic completed a merger with CF Acquisition Corp V in January 2022, receiving $262 million in gross proceeds [82] - The company is expanding its manufacturing capacity with a new 57,000 square foot facility in the Netherlands, aiming for a production capacity of 25 satellites per quarter by Q3 2023 [82, 85] - Satellogic has a multiple launch agreement with SpaceX, reserving launch capacity for its next 68 satellites [82]