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Earth Observation

Planet’s Revenue Growth
Earth Observation Insights

Planet’s Revenue Growth

Planet Labs reported strong 42% YoY Q1 revenue growth last week.

June 10, 2026June 10, 2026
BlackSky Revenue
Earth Observation Insights

BlackSky Revenue

BlackSky generated $21M of revenue in Q1, a 29% YoY decline. 

May 20, 2026May 20, 2026
Breaking Down HawkEye 360’s IPO Prospectus  
Earth Observation Insights

Breaking Down HawkEye 360’s IPO Prospectus  

Signal intelligence business HawkEye 360 IPO’d last week, raising $416M at a $2.4B valuation.

May 13, 2026May 18, 2026
Who Needs Commercial Revenue Anyways?
Earth Observation Insights

Who Needs Commercial Revenue Anyways?

Government contractor through and through.

March 25, 2026March 24, 2026
ICEYE Goes Up, Up, Up
Earth Observation Insights

ICEYE Goes Up, Up, Up

The Earth observation slander ends today! 

March 18, 2026March 17, 2026
BlackSky FY25 Revenue and Free Cash Flow
Earth Observation Insights

BlackSky FY25 Revenue and Free Cash Flow

BlackSky reported full-year revenue of $107M and -$75M of free cash flow.  

March 4, 2026May 29, 2026
ICEYE’s Financials Reveal Breakneck Growth and Big Financing Needs
Earth Observation

ICEYE’s Financials Reveal Breakneck Growth and Big Financing Needs

ICEYE’s Financials Reveal Breakneck Growth and Big Financing Needs

October 15, 2025October 15, 2025
Planet, the Cash Cow?
Earth Observation

Planet, the Cash Cow?

Planet Labs is proving that space businesses can cash flow. It just takes some time. 

September 24, 2025September 24, 2025
Tracking Earth Observation Startup Funding
Earth Observation

Tracking Earth Observation Startup Funding

Hate it or love it, the first six months of the year have summed up investors’ love-hate relationship with the sector.  

July 16, 2025July 16, 2025
A&D Primes are Most Impacted by Proposed NASA Budget Cuts
Civil & Defense Earth Observation Launch

A&D Primes are Most Impacted by Proposed NASA Budget Cuts

If the cuts are enacted (big if), the impact would be felt industry-wide, but it is A&D primes, like Northrop Grumman, Lockheed Martin, Boeing, and RTX, that are poised to suffer the most with the multi-billion-dollar programs squarely in the White House’s crosshairs. 

May 7, 2025May 7, 2025

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Payload Insights

Rocket Lab’s Intense Focus on Gross Margins
Insights
November 12, 2025November 13, 2025

Rocket Lab’s Intense Focus on Gross Margins

Eutelsat is Turning into a OneWeb Business
Insights
October 29, 2025

Eutelsat is Turning into a OneWeb Business

SpaceX Booster Reuse
Insights Launch
August 20, 2025August 20, 2025

SpaceX Booster Reuse

LATEST REPORT

Rocket Lab Report

Rocket Lab’s thesis centers on becoming a fully integrated space infrastructure company, controlling every step from satellite production and launch to space-based data services
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