Planet Labs

Positioning

Planet Labs is a US Earth-observation operator (~200 satellites launched) whose Pelican (high-res) and Tanager (hyperspectral) constellations are ramping, with FY26 revenue of $307.7M (+26%), its first full year of adjusted-EBITDA profitability and free cash flow, and FY27 guidance raised to $425-441M. Its growth engine is defense and intelligence (up 50% YoY, including a nine-figure Swedish Armed Forces deal and NATO extensions) on a backlog up 79% to ~$900M, though declining commercial agriculture and ~41% APAC concentration are mix risks. It has Google and NVIDIA partnerships and claims 98% recurring ACV.

Latest signals

• 22 Oct 2026Planet Labs indefinitely withheld satellite imagery of Iran and the surrounding conflict zone.Via Satellite
• 5 Oct 2026Google sent a Tensor Processing Unit into orbit to test space-based AI compute.The AI Insider
• 26 Sept 2026Planet Labs opened a satellite factory in Berlin, Germany.Space24
• 23 Sept 2026Planet Labs initiates satellite production facility in BerlinWirtschaftsWoche
• 22 Sept 2026Planet Labs to establish satellite manufacturing facility in Berlin, expanding European operations36Kr newsflashes

32 signals name Planet Labs. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 18 Aug 2026Integration of SkySat imagery into HEO’s non-Earth imaging network, expanding the network to more than 50 in-space sensorsPartnership · Payload
• 18 Aug 2026HEO partnership expanding its non-Earth imaging network to more than 50 in-space sensorsPartnership · Payload
• 18 Aug 2026HEO and Planet Labs partnered to expand HEO’s non-Earth imaging network to more than 50 in-space sensorsPartnership · Payload
• 18 Aug 2026HEO and Planet Labs partnered to integrate SkySat imagery into HEO’s non-Earth imaging networkPartnership · Payload

56 facts on file. Members see all of them with the source link.

Scores, Space (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Categories