Space & Satellite Systems

Planet Labs

High0/1 relationships sourcedProfile verified Aug 29, 2026

30-Second Executive Brief

Executive Assessment

Planet Labs functions as an established institution within Space & Satellite Systems, backed by 0% sourcing coverage, with accelerating strategic relevance.

  • Maintains 1 mapped relationship across the graph
  • 0% sourcing coverage across sourced relationships
  • Tracked as established institution within the Space & Satellite Systems category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
0%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
1
Technology Domains
5

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Record 79% backlog growth to $900 million and sustained Defense & Intelligence segment momentum, including NATO and Swedish Armed Forces contracts, support continued double-digit revenue growth and profitability expansion.

Top Risks

Increasing revenue concentration in Defense & Intelligence contracts tied to government budgets and geopolitical conditions introduces exposure to shifts in defense spending priorities.

Critical Dependencies

Continue to Dependency Graph ↓

US earth observation and satellite imagery company that achieved record full fiscal 2026 revenue of $308 million (up ~26% year-over-year) and its first full year of non-GAAP profitability with $15.5 million adjusted EBITDA; raised full-year guidance to $425-441 million after Q4 revenue of $86.8 million and backlog surging 79% to $900 million, driven by its Defense & Intelligence segment growing over 50% including a nine-figure Swedish Armed Forces deal and NATO extensions.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentions SpaceX

This will be Planet's third launch this year. Shipped Tanager-2 and SuperDoves to Launch Site : Earlier this week, Planet announced that the Tanager-2 satellite and 18 SuperDove satellites (Flock 4J) were shipped to Vandenberg Space Force Base in California ahead of its launch aboard the upcoming Transporter-18 mission with SpaceX.

SEC 8-K exhibit (0001193125-26-381874) · Sep 3, 2026

Mentions SpaceX

In May, Planet launched three additional AI-enabled Pelican satellites aboard a SpaceX launch vehicle, bringing the total number of high-resolution Pelicans on orbit to nine.

SEC 8-K exhibit (0001193125-26-257401) · Jun 4, 2026

Mentions John Deere

During the quarter, Planet was awarded a John Deere Supplier Sustainability Award for 2025. This award highlights the value of Planet's satellite data in powering next-generation precision agriculture technologies, helping to improve on-farm efficiency and positive environmental impact for John Deere.

SEC 8-K exhibit (0001193125-26-257401) · Jun 4, 2026

Mentions Carbon Robotics

During the quarter, Planet announced an agreement with partners Carbon Mapper and the Jet Propulsion Laboratory to design a specialized, shortwave infrared only iteration of the Tanager spacecraft.

SEC 8-K exhibit (0001193125-26-257401) · Jun 4, 2026

Federal contract disclosures

National Aeronautics and Space Administration — $13,500,000: COMMERCIAL SATELLITE DATA ACQUISITION (CSDA) PROGRAM. TASK ORDER FOR ELECTRO OPTICAL TASKING DATA.

USAspending.gov · Nov 25, 2025

Department of Defense — $7,499,999: PLANETSCOPE DATA

USAspending.gov · Sep 23, 2025

Department of Defense — $7,499,999: SATELLITE IMAGERY DATA SUBSCRIPTION

USAspending.gov · Mar 18, 2026

National Aeronautics and Space Administration — $900,000: COMMERCIAL SATELLITE DATA ACQUISITION (CSDA) PROGRAM. TASK ORDER FOR DISASTER RESPONSE SATELLITE DATA

USAspending.gov · Nov 25, 2025

Department of the Interior — $291,004: PLANET LABS DAILY IMAGERY

USAspending.gov · Dec 30, 2022

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

1 source

  • BloombergPlanet Labs Lifts Revenue Forecast on Defense Demand for Satellite Imagingnews

Insider Filing Activity

17Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

Relationship Map

The relationships surrounding Planet Labs — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

Connection type

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The Story So Far (last 6 months)

Jun 2026: Raises full-year revenue outlook to $425-441 million on defense demandJun 2026: Planet Labs Lifts Revenue Forecast on Defense Demand for Satellite Imaging

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Planet Labs's Timeline

A sourced, dated history of Planet Labs's key moments — founding to present.

  1. Jun 2026 · Raises full-year revenue outlook to $425-441 million on defense demand

    Planet Labs raised its full-year 2026 revenue outlook to $425-441 million after achieving record annual revenue of $308 million (up ~26%) and its first full year of non-GAAP profitability, with backlog surging 79% to $900 million driven by Defense & Intelligence segment growth exceeding 50%, including a nine-figure Swedish Armed Forces deal.