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Sep 30, 2023

Blacksky Q3 2023 Earnings Report

Blacksky's Q3 2023 earnings showcased a 26% year-over-year revenue increase, alongside significant net income improvement and near break-even adjusted EBITDA.

Key Takeaways

BlackSky reported a strong Q3 2023 with a 26% increase in revenue compared to the prior year, reaching $21.3 million. The company also achieved near break-even adjusted EBITDA and improved net income to $0.7 million, driven by increased customer demand and effective cost management. They are narrowing the range of its 2023 revenue outlook to be between $84 million and $90 million.

Total revenue increased by 26% year-over-year to $21.3 million.

Imagery and software analytical services revenue grew by 11% over the prior year quarter.

Net income improved significantly to $0.7 million, compared to a net loss of $13.1 million in the prior year quarter.

Adjusted EBITDA loss was $0.4 million, a $6.2 million improvement year-over-year, and the company is on track to achieve positive Adjusted EBITDA in Q4 2023.

Total Revenue
$21.3M
Previous year: $16.9M
+25.5%
EPS
-$0.96
Previous year: -$0.88
+9.1%
Adjusted EBITDA
-$400K
Previous year: -$6.53M
-93.9%
Gross Profit
$14.5M
Previous year: $9.15M
+58.4%
Cash and Equivalents
$32.1M
Previous year: $37.2M
-13.6%
Free Cash Flow
-$15.8M
Total Assets
$213M
Previous year: $244M
-12.9%

Blacksky

Blacksky

Blacksky Revenue by Segment

Forward Guidance

BlackSky anticipates achieving positive Adjusted EBITDA in Q4 2023 and narrows its 2023 revenue outlook to between $84 million and $90 million.

Positive Outlook

  • Strong operating leverage in Q3 resulting in nearly breakeven Adjusted EBITDA.
  • On track to achieve positive Adjusted EBITDA in Q4 of 2023.
  • Strong global demand for high-frequency imagery and AI-driven analytics.
  • Strong book of business won this year.
  • Capital expenditures for the full year 2023 are expected to be between $48 million and $54 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income