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Sep 30, 2021

Blacksky Q3 2021 Earnings Report

Blacksky's Q3 2021 revenue increased 49% year-over-year, driven by growth in imagery, software, and engineering services. The company revised its 2021 revenue forecast due to contract timing and supply chain impacts.

Key Takeaways

BlackSky Technology Inc. reported a 49% increase in revenue for the third quarter of 2021, reaching $7.9 million. The company's net loss was $46.9 million, and adjusted EBITDA loss was $16.2 million. BlackSky revised its 2021 revenue forecast to $30 to $34 million due to timing of new contract start dates and supply chain impacts.

Revenue of $7.9 million, up 49% from 3Q 2020

Net loss of $46.9 million or a loss of $0.67 per diluted share

Adjusted EBITDA loss of $16.2 million

Cash balance at the end of 3Q 2021 was $198 million

Total Revenue
$7.9M
Previous year: $5.32M
+48.6%
EPS
-$5.36
Previous year: -$2.32
+131.0%
Adjusted EBITDA
-$16.2M
Previous year: -$9.1M
+78.0%
Gross Profit
-$4.72M
Cash and Equivalents
$198M
Previous year: $9.36M
+2016.3%
Total Assets
$324M
Previous year: $319M
+1.5%

Blacksky

Blacksky

Blacksky Revenue by Segment

Forward Guidance

BlackSky is revising its 2021 revenue forecast from $40 million to a range of $30 to $34 million, primarily driven by the timing of new contract start dates and supply chain impacts due to the COVID-19 pandemic.

Positive Outlook

  • Robust pipeline growth that reflects strong demand from both government and commercial customers.
  • Recent awards from the NRO, NGA, and NASA demonstrate that BlackSky is emerging as a partner of choice.
  • Customers recognize the value of our high revisit imagery and our advanced AI enabled analytics.
  • Winning and extending multi-year contracts, which strengthens our visibility into out-year revenues.

Challenges Ahead

  • Timing of new contract start dates
  • Supply chain impacts due to the COVID-19 pandemic.
  • Supply chain delays specifically impacted the execution schedule of engineering & integration projects
  • Recognition of revenue for these programs is delayed

Revenue & Expenses

Visualization of income flow from segment revenue to net income