Planet Labs PBC (PL) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

SA Transcripts158.53K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Planet Labs PBC (PL) Barclays 43rd Annual Industrial Select Conference February 18, 2026 12:10 PM EST Company Participants Robert Cardillo - Chief Strategist & Chairman of the Board of Planet Federal Conference Call Participants Matt Spence Presentation Matt Spence Good afternoon, everybody. Thank you for joining us for our lunchtime presentation. I'm incredibly fired up to have an amazing American Patriot, leader in intelligence and a corporate leader at Planet. My name is Matt Spence. I'm a Managing Director here at Barclays. And I'm here from Silicon Valley. I work out of that side of the office. And one of the reasons we wanted to have this conversation today is at the intersection of technology and national security. This conference has been around 43 years. And for the last 4 years, we have introduced the Defense Technology Summit as part of this conference. started with just a few ragtag folks. And now we had 7 panels yesterday, which had a packed house, which I think reflects a lot of the interest a number of you in this room have about seeing what can be done to both increase our national security through technology, but also in a market that is really ripping and promising a number of things. For that, I am really thrilled to welcome my friend, Robert Cardillo. Robert has a storied and amazing career in both public service and the private sector. Robert served as the sixth Director of the National Geospatial-Intelligence Agency from 2014 to 2019, led an organization of 14,500 people responsible of analyzing our nation's SIGINT and other types of intelligence. Prior to that, Robert was the Deputy Director of the Director of National Intelligence after having a 3-decade career in the intelligence community. So if you're wondering why I'm so excited, we