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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Planet Labs
Planet Labs (PL) investor relations material
Planet Labs 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Key announcements and strategic wins
Secured a major multi-year, low nine-figure contract with the Swedish Air Force for sovereign satellites, data services, and analytics, signaling increased global demand for national intelligence capabilities.
Previous sovereign deals with Germany and JSAT (Japan) have accelerated free cash flow positivity and provided financial strength through hardware budget access and milestone-aligned payments.
Currently pursuing a pipeline of about 20 sovereign opportunities, each averaging $170 million in total contract value, with several in active negotiation.
Recent capital raise of $460 million via convertible notes at favorable terms, enhancing financial flexibility and competitive positioning.
Strategic partnerships, such as with Google’s Project Sun Catcher, position the company at the forefront of space-based data center R&D.
Business model evolution and product innovation
Transitioned from a satellite operator to a data and solutions company, now leveraging AI and analytics to deliver actionable insights across defense, civil, and commercial sectors.
Daily Scan product offers unique, broad, and frequent Earth observation, providing a competitive edge, especially in defense and intelligence.
Next-generation constellations, including the Owl fleet, will deliver one-meter class imagery and onboard analytics, expanding market reach and analytic capabilities.
Flexible contract structures (sovereign satellites, dedicated capacity, tasking credits) align with customer needs and enable long-term, ratable revenue streams.
AI is embedded across operations, from internal productivity to real-time satellite analytics, and is a key driver for future product differentiation.
Financial performance and operational highlights
Achieved free cash flow positivity a year ahead of plan, with backlog growing nearly 300% year-over-year, providing strong revenue visibility.
Defense business has grown by approximately 50%, driven by increased global insecurity and rising defense budgets.
Civil government use cases include disaster response, agricultural monitoring, and pandemic risk tracking, with strong retention in government contracts.
Commercial sector focus is staged, leveraging partnerships and AI to expand into areas like supply chain monitoring and insurance.
Manufacturing capacity is being expanded in Germany, with plans to double output in response to demand, targeting operational readiness in the second half of the year.
How will OWL's 1-meter imagery expand TAM?
What is the strategic value of Project Sun Catcher?
How does AI enhance Planet's core operations & offerings?
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Next Planet Labs earnings date
Q4 202620 Mar, 2026
Planet Labs
Next Planet Labs earnings date
Q4 202620 Mar, 2026
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Frequently asked questions
Capturing the changing dynamics of planet Earth
Planet Labs is an Earth imaging company that utilizes a constellation of small satellites to capture detailed imagery of our planet. Their satellite fleet is designed to provide global coverage and collect high-resolution data on a daily basis. Planet Labs offers valuable insights into various applications, including agriculture, environmental monitoring, urban planning, and disaster response. By providing timely and accurate information and imagery, Planet Labs contributes to a better understanding of the situation on the ground and provides data that would otherwise be difficult to source.
A true bird's eye perspective
Planet Labs supplies a comprehensive suite of Earth observation data and analytics solutions to its customers. The imagery captured by their satellites is processed and analyzed to extract valuable insights and information for various industries and applications. Customers can access a wide range of data products, including imagery, geospatial analytics, change detection, and monitoring services. These offerings enable their customers to gain insights into environmental changes, and monitor specific areas of interest with precision and accuracy. Planet Labs also utilize AI in their day-to-day business through the help of strategic partnerships.
The service itself
The service that Planet Labs offers combines cutting-edge satellite technology, data analytics, and cloud-based software. Due to the fact that data is collected every day it allows users to track changing dynamics on the ground with accuracy and almost in real-time. Customers can access this data through a user-friendly platform, where they can explore, analyze, and extract actionable intelligence from the vast collection of imagery. Companies operating in the same, relatively niche, industry include names such as Maxar and Airbus’s satellite imaging division.
Helping customers make sense of the situation on the ground
Planet labs provides various industries, including agriculture, forestry, environmental monitoring, urban planning, and disaster response, with the information needed for better decision-making, resource management, and risk assessment. Whether it's monitoring crop health, assessing deforestation, mapping urban areas, or tracking natural disasters, Planet Labs offers a powerful and comprehensive solution for understanding and managing our planet's changing dynamics as they unfold over time.
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