공시 • May 16
Planet Labs PBC Releases First Light Imagery From Latest Pelican Launch Planet Labs PBC released first light images from its latest Pelican launch, including the Swedish Armed Forces’ first ever sovereign satellite. Planet launched these three Pelican spacecraft to orbit aboard the CAS500-2 rideshare mission with SpaceX from Vandenberg Space Force Base in California on May 3, 2026. Planet received high-resolution first light imagery from the Pelican satellites within days of their May 3 launch. Each satellite captured imagery from around the world, including Gotland, Sweden, on May 7, 2026, from an altitude of 515 km; Taiyuan, in Shanxi, China, on May 5, 2026, from an altitude of 512 km; and Ambursu, Nigeria, on May 11, 2026, from an altitude of 510 km. As the spacecraft complete the instrument calibration process and reach their final operational orbits, image quality is expected to further improve. With this most recent launch, there are now nine AI-enabled, high resolution Pelican satellites on orbit. This first generation of Pelican satellites are built to capture 50 cm class resolution imagery across six multispectral bands, which are optimized for seamless cross-sensor analysis. Planet plans to launch additional Pelican satellites in 2026. New Risk • May 15
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$46m net loss in 3 years). Shareholders have been diluted in the past year (18% increase in shares outstanding). Significant insider selling over the past 3 months (€6.1m sold). 공시 • May 07
Planet Labs PBC to Report Q1, 2027 Results on Jun 04, 2026 Planet Labs PBC announced that they will report Q1, 2027 results After-Market on Jun 04, 2026 공시 • May 04
Planet Labs PBC Launches Three Additional High-Resolution Pelican Satellites Planet Labs PBC announced the successful launch of three additional Pelican satellites, one of which is the first satellite to orbit as part of the recently-announced satellite services agreement with the Swedish Armed Forces. The spacecraft were launched to orbit aboard the CAS500-2 rideshare mission with SpaceX from Vandenberg Space Force Base in California. Planet has begun the commissioning process for the three satellites after successfully making initial contact. The launch of the SwAF Pelican marks a milestone in agile aerospace, with Planet delivering a sovereign orbital capability just over four months after the contract was signed. This mission transitions Sweden into an operational space power, providing the high-resolution, global monitoring necessary to detect threats in strategic regions like the Arctic. By reaching orbit years ahead of their original 2030 goal, the Swedish Armed Forces will be able to provide critical intelligence that strengthens both their national security and NATO’s collective situational awareness. These advanced, AI-enabled Pelican satellites are the first to launch in 2026, building on the successful launches that brought five Pelicans to orbit in 2025. Each of these satellites is equipped with NVIDIA’s Jetson AI platform to facilitate on-orbit edge computing, which Planet has recently leveraged for successful AI-driven, near real-time object detection onboard Pelican-4. As first generation (Gen 1) Pelicans, these spacecraft are built to capture 50 cm class resolution imagery across six multispectral bands, which are optimized for seamless cross-sensor analysis. Once commissioning is complete, they will operate alongside the existing Pelican Gen 1 fleet to support the delivery of the company's 50 cm class high-resolution tasking solutions. Planet is continuing to scale its Pelican manufacturing capacity to meet the growing, global customer demand for high-resolution data and sovereign satellite ownership. Planet’s expanding Pelican fleet is designed to provide users with the rapid, crisp imagery needed to inform mission-critical decisions in near real-time, particularly through leading solutions like Planet’s Global Monitoring Service (GMS). Planet is also continuing to deliver on and develop a strong pipeline for its satellite services contracts, supplying nations with a proven means of expanding their space capabilities with advanced, sovereignly-owned Pelican satellites. Planet plans to continue to meet the rapidly growing need for its high-resolution monitoring solutions by launching additional Gen 1 and the first Gen 2 Pelican satellites later in 2026, which are designed to provide up to 30 cm class resolution. Recent Insider Transactions • Apr 08
President & CFO recently sold €6.1m worth of stock On the 2nd of April, Ashley Whitfield Johnson sold around 200k shares on-market at roughly €30.40 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ashley Whitfield has been a net seller over the last 12 months, reducing personal holdings by €8.9m. New Risk • Mar 24
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$71m net loss in 3 years). Shareholders have been diluted in the past year (16% increase in shares outstanding). Significant insider selling over the past 3 months (€4.4m sold).