Planet Labs PBC (NYSE:PL ) Q1 2026 Earnings Conference Call June 4, 2025 5:00 PM ET Company Participants Ashley Whitfield Fieglein Johnson - President & CFO Cleo Palmer-Poroner - Corporate Participant William Spencer Marshall - Co-Founder, CEO & Chairman of the Board Conference Call Participants Anthony Valentini - Goldman Sachs Group, Inc., Research Division Christopher David Quilty - Quilty Space Inc., Research Division Colin Michael Canfield - Cantor Fitzgerald & Co., Research Division Jason Michael Gursky - Citigroup Inc., Research Division Jeffrey Van Rhee - Craig-Hallum Capital Group LLC, Research Division Kristine T. Liwag - Morgan Stanley, Research Division Michael James Latimore - Northland Capital Markets, Research Division Ryan Boyer Koontz - Needham & Company, LLC, Research Division Trevor James Walsh - Citizens JMP Securities, LLC, Research Division Xin Yu - Deutsche Bank AG, Research Division Operator Good afternoon.
Planet Labs PBC (PL) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.05 per share a year ago.
RKLB edges out PL in terms of stock price performance. PL's stagnant near-term estimates may prompt investors to consider divesting this stock.
Investors should adopt a wait-and-watch approach for RKLB and PL stocks, considering their negative ROE and downward earnings revisions.
Planet Labs' hyperspectral and high-resolution satellites are opening new opportunities, positioning the company for strong future growth. While agriculture has been an area of recent weakness, recent deals with Bayer and Syngenta suggest this part of the business is stabilizing. Growth is expected to accelerate significantly in the coming years, which is supported by the company's large backlog and a recent uptick in hiring.
Planet Labs (PL 7.92%) stock tumbled 11% through the closing bell Friday after "missing" on its fiscal Q4 2025 earnings report and guiding investors to expect further misses throughout fiscal 2026 (which, by the company's calendar, is this year).
On Friday, Benchmark analyst Josh Sullivan reiterated the Buy rating on Planet Labs PBC PL, with a price forecast of $7.
Shares of Planet Labs (PL -11.32%) tumbled 15% through 11:35 a.m. ET Friday after the company reported last night that it had missed earnings forecasts.
Planet Labs experienced a Q4 miss, with revenue $0.33 million below estimates and GAAP EPS 5¢ below expectations, causing a stock drop. Despite commercial sector weakness, defense and intelligence segments grew 20% YoY, and civil government grew 15%, with strong performance in Latin America. The company achieved positive adjusted EBITDA for the first time, signaling progress towards profitability, though GAAP earnings missed expectations.
Planet Labs PBC (NYSE:PL ) Q4 2025 Earnings Conference Call March 20, 2025 5:00 PM ET Corporate Participants Cleo Palmer-Poroner - Investor Relations Will Marshall - Co-Founder and Chief Executive Officer Ashley Johnson - President and Chief Financial Officer Conference Call Participants Colin Canfield - Cantor Fitzgerald Edison Yu - Deutsche Bank Michael Latimore - Northland Jason Gursky - Citi Ryan Koontz - Needham & Company Jeff Van Rhee - Craig-Hallum Trevor Walsh - Citizens Financial Group Josh Sullivan - The Benchmark Company Anthony Valentini - Goldman Sachs & Co. Greg Pendy - Clear Street Markets Caleb Henry - Quilty Space Operator Good afternoon, thank you for attending today's Planet Labs PBC Fiscal Fourth Quarter and Full Year 2025 Earnings Call. My name is Jayla and I'll be your moderator for today.
Planet Labs PBC (PL) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to loss of $0.11 per share a year ago.
Planet Labs (PL -2.91%) stock is on a roll.