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Planet Labs secures contract with global agency

EditorBrando Bricchi
Published 07/22/2024, 04:48 PM
PL
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SAN FRANCISCO - Planet Labs PBC (NYSE: PL), a prominent provider of Earth data and insights, announced today a significant contract expansion with a US-allied International Government Agency. The deal, worth over a million dollars, is for the company's SkySat high-resolution satellite data.

The demand for high-resolution satellite data has been on the rise, driven by increased security concerns and the growing risk of climate-related disasters. Planet's CEO and Co-Founder, Will Marshall, highlighted that the SkySat fleet's capabilities include high-frequency and low-latency data acquisition, offering up to 50 centimeter resolution imagery. These features are crucial for organizations that need to monitor and understand critical global events.

Planet Labs' SkySat satellites are expected to be succeeded by the next-generation Pelican fleet, designed to enhance revisit rates and image resolution while reducing latency. The first Pelican technology demonstration, launched in November 2023, has been reported to perform well.

Marshall also noted the potential for new customer use cases, thanks to the ability to provide faster alerts for various global events. In addition to the contract expansion, Planet disclosed last month a collaboration with NVIDIA (NASDAQ:NVDA) to improve onboard processing capabilities for its Pelican-2 satellite, which is anticipated to launch later in the year. By integrating NVIDIA's Jetson edge AI platform, Planet aims to deliver quicker and more valuable insights to its customers in both government and commercial sectors.

Founded in 2010 by three NASA scientists, Planet operates the largest fleet of Earth observation satellites and serves over 1,000 customers. These include leading entities in agriculture, forestry, intelligence, education, and finance, as well as government agencies. Planet's mission is to provide daily imagery of the globe, making changes visible and actionable.

The company, a public benefit corporation, is listed on the New York Stock Exchange and continues to expand its services and partnerships, as evidenced by the recent contract and technological advancements. This news is based on a press release statement from Planet Labs.

In other recent news, Planet Labs PBC reported a 15% increase in its Q1 revenue for fiscal year 2025, reaching a record $60.4 million, primarily driven by a robust performance in the government sector. The company also reported consistent second-quarter earnings, highlighted by a 27% year-over-year increase in government segment sales. Planet Labs has added Susan Wojcicki, former CEO of YouTube, to its Board of Directors, a move expected to contribute to the company's growth strategies.

In terms of analyst ratings, Planet Labs received a reiterated Buy rating from Needham following the announcement of consistent second-quarter earnings. However, due to challenges in customer retention, Craig-Hallum lowered Planet Labs' price target from $3.00 to $2.00, maintaining a Hold rating on the stock.

At the company's 2024 Annual Meeting, shareholders elected and re-elected board members and ratified the company's independent auditor, KPMG LLP. The compensation of the company's named executive officers for the fiscal year ended January 31, 2025, was also approved on a non-binding advisory basis.

These are recent developments that underline Planet Labs' continued expansion and governmental engagement, as well as its focus on operational efficiency and profitability. The company maintains a healthy cash balance of $276 million and a backlog worth approximately $220 million.

InvestingPro Insights

As Planet Labs PBC (NYSE: PL) secures a lucrative deal with an International Government Agency, the financial standing of the company provides additional context for investors. With a market capitalization of $622.25 million, Planet Labs holds a unique position in the satellite data market. Notably, the company's gross profit margin stands at an impressive 51.33% over the last twelve months as of Q1 2025, underscoring its ability to manage costs effectively while generating revenue.

Despite being in a growth phase, Planet Labs has not been profitable over the past year, with a negative P/E ratio of -3.79. This is consistent with the challenges often faced by companies investing heavily in technology and expansion. Additionally, the company's strong return over the last three months, at 22.99%, reflects investor confidence in its strategic direction and the potential for its high-resolution satellite data services.

Investors looking for growth opportunities may find Planet Labs' recent contract expansion and technological innovations compelling. For those considering an investment, the PRONEWS24 coupon code offers up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, providing access to additional InvestingPro Tips. Currently, there are 7 additional InvestingPro Tips available for Planet Labs, including insights on liquidity and analyst expectations, which can be found at https://www.investing.com/pro/PL.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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