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Apr 30

Planet Labs Q1 2025 Earnings Report

Expected Revenue:$64.9M
+7.8% YoY
Expected EPS:-$0.02
+87.5% YoY

Key Takeaways

Planet Labs delivered record revenue of $66.3M and achieved positive free cash flow for the first time, while narrowing its net loss year-over-year.

Achieved record revenue of $66.3M, up from $60.4M last year

Reported net loss of $12.6M, an improvement over $29.3M loss last year

Generated $8.0M in free cash flow, marking the first-ever positive quarter

Adjusted EBITDA turned positive at $1.2M

Total Revenue
$66.3M
Previous year: $60.4M
+9.6%
EPS
$0
Previous year: -$0.05
-100.0%
Recurring ACV %
97%
Adjusted EBITDA
$1.2M
Net Cash from Ops
$17.3M
Gross Profit
$36.6M
Previous year: $28.1M
+30.0%
Cash and Equivalents
$133M
Previous year: $141M
-5.2%
Free Cash Flow
$8M
Previous year: -$36.9M
-121.7%
Total Assets
$658M
Previous year: $723M
-9.0%

Planet Labs

Planet Labs

Forward Guidance

Planet expects Q2 FY26 revenue to be in the range of $65M to $67M, with non-GAAP gross margin between 56% and 57%, and adjusted EBITDA loss of $2M to $4M.

Positive Outlook

  • Projected revenue range up to $67M
  • Sustained strong non-GAAP gross margin between 56%-57%
  • Continued investment in AI-enabled products and insights
  • Visibility into accelerated revenue growth
  • Strategic contracts with government and defense sectors

Challenges Ahead

  • Expected adjusted EBITDA loss between $2M and $4M
  • Higher capital expenditures projected at $17M–$22M
  • Profitability remains a challenge on a GAAP basis
  • Ongoing litigation expenses impacting G&A costs
  • Stock-based compensation remains a significant cost