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Dec 31, 2024

Blacksky Q4 2024 Earnings Report

BlackSky reported a decline in revenue and an increased net loss for Q4 2024, but highlighted strong contract wins and growth potential with its new Gen-3 satellites.

Key Takeaways

BlackSky reported Q4 2024 revenue of $30.37 million, a 14% decrease from the prior year, primarily due to a one-time benefit in Q4 2023. The company posted a net loss of $19.23 million, widening from $3.79 million in Q4 2023. Operating expenses increased slightly due to investments in satellite production. Despite these challenges, BlackSky secured multiple significant contracts, expanding its backlog to $390 million, and remains optimistic about future revenue growth.

Q4 2024 revenue was $30.37 million, a 14% YoY decrease.

Net loss widened to $19.23 million from $3.79 million in Q4 2023.

Operating expenses increased to $29.59 million, reflecting investments in satellite production.

BlackSky secured over $150 million in recent contract awards, increasing its backlog to $390 million.

Total Revenue
$30.4M
Previous year: $35.5M
-14.5%
EPS
-$1.01
Previous year: -$0.24
+320.8%
Adjusted EBITDA
$7.38M
Previous year: $9.28M
-20.5%
Gross Profit
$13.5M
Previous year: $12.8M
+5.8%
Cash and Equivalents
$13.1M
Previous year: $32.8M
-60.2%
Free Cash Flow
-$10.7M
Previous year: -$9.44M
+13.6%
Total Assets
$254M
Previous year: $224M
+13.4%

Blacksky

Blacksky

Blacksky Revenue by Segment

Forward Guidance

BlackSky expects strong revenue growth in 2025 driven by new contract wins and the deployment of Gen-3 satellites. However, the company anticipates continued investments in satellite production and potential volatility in contract-based revenue recognition.

Positive Outlook

  • Full-year 2025 revenue expected to grow 30% over 2024.
  • Backlog increased to $390 million with new contract wins.
  • Gen-3 satellite deployment progressing on schedule.
  • Significant new contracts with U.S. and international agencies.
  • Improved cost efficiency in imagery and software services.

Challenges Ahead

  • Continued net losses expected in 2025.
  • High capital expenditures planned for Gen-3 satellite production.
  • Quarterly revenue fluctuations due to milestone-based contracts.
  • Increasing competition in the satellite imagery sector.
  • Macroeconomic uncertainties impacting government spending.

Revenue & Expenses

Visualization of income flow from segment revenue to net income