Back to News
research

Planet Labs PBC (PL) Q4 2026 Earnings Call Transcript

Seeking Alpha
Loading...
2 min read
0 likes
⚡ Quantum Brief
Planet Labs reported Q4 2026 revenue of $86.82 million, a 41.05% year-over-year increase, surpassing estimates by $8.66 million while achieving a $0.05 EPS beat. CEO Will Marshall highlighted record growth driven by expanded commercial and government contracts, particularly in climate monitoring and defense applications. The company emphasized its satellite constellation’s role in real-time Earth observation, noting 150+ new customers and partnerships with NASA and the U.S. Department of Defense. CFO Ashley Johnson projected 2027 revenue growth of 30-35%, citing demand for high-resolution imaging and AI-driven analytics in agriculture and disaster response. Analysts questioned scalability and competition, but management reaffirmed confidence in its proprietary data pipeline and upcoming satellite launches.
AI Audio Summary
0:00 / 0:00
Click to play
97f3403c-cafd-4120-938d-c54e631f918d.jpeg
Quantum News · Media Library

SA Transcripts159.08K FollowersFollow5ShareSaveCommentsQ4: 2026-03-19 Earnings SummaryPlay CallPlay CallSlidesPREPS of $0.00 beats by $0.05 | Revenue of $86.82M (41.05% Y/Y) beats by $8.66M Planet Labs PBC (PL) Q4 2026 Earnings Call March 19, 2026 5:00 PM EDT Company Participants Cleo Palmer-PoronerWilliam Marshall - Co-Founder, CEO & Chairman of the BoardAshley Whitfield Johnson - President & CFO Conference Call Participants Colin Canfield - Cantor Fitzgerald & Co., Research DivisionRyan Koontz - Needham & Company, LLC, Research DivisionXin Yu - Deutsche Bank AG, Research DivisionGabrielle Knafelman - Morgan Stanley, Research DivisionJeff Van Rhee - Craig-Hallum Capital Group LLC, Research DivisionJohn Godyn - Citigroup Inc., Research DivisionTrevor Walsh - Citizens JMP Securities, LLC, Research DivisionGregory Pendy - Clear Street LLC., Research DivisionAlexander Latimore - Northland Capital Markets, Research DivisionCaleb Henry - Quilty Space Inc., Research Division Presentation Operator Thank you for joining us, and welcome to Planet Labs PBC Fiscal Fourth Quarter and Full Year 2026 Earnings Call. After today's prepared remarks, we will host a question-and-answer session. [Operator Instructions]. I will now hand the conference over to Cleo Palmer-Poroner, Director of Investor Relations. Please go ahead. Cleo Palmer-Poroner Thanks, operator, and hello, everyone. Welcome to Planet's Fiscal Fourth Quarter and Full Year 2026 Earnings Call. I'm joined by Will Marshall and Ashley Johnson, who will provide a recap of our results and discuss our current outlook. We encourage everyone to please reference the earnings press release and earnings update presentation for today's call, which are available on our Investor Relations website. Before we begin, we'd like to remind everyone that we will make forward-looking statements related to future events or our financial outlook. Any forward-looking statements are based on management's current outlook plans, estimates, expectations and projections. The inclusion of such forward-looking information should not be regarded as a representation by Planet that future plans, estimates or expectations will be achieved. Such forward-looking statements are subject to various risks and uncertainties and assumptions as detailed in our

Read Original

Tags

quantum-investment

Source Information

Source: Seeking Alpha

Discussion

0 professional contributions

Sign in to join this professional discussion.

Be the first to add a constructive contribution.