Satellogic 2025 Q3 Earnings Record Turnaround with Net Income Surges 132.8%

Satellogic’s Q3 2025 earnings marked a dramatic turnaround, with net income soaring 132.8% to $3.97 million and revenue rising 29% to $3.63 million. The company’s guidance highlights strategic investments in AI and international expansion, signaling optimism for future growth.

Revenue

Satellogic’s total revenue climbed to $3.63 million in Q3 2025, a 29% increase from $2.82 million in the prior-year period. The Asset Monitoring segment drove the majority of this growth, contributing $2.74 million, while the Constellation as a Service (CaaS) segment added $412,000. Additionally, the Space Systems segment brought in $479,000, reflecting expanded market demand for satellite-related solutions.

Earnings/Net Income

The company returned to profitability with an EPS of $0.04, reversing a $0.13 loss in Q3 2024. Net income surged to $3.97 million, a stark improvement from a $12.09 million loss a year earlier. The EPS and net income turnaround signals a strong recovery in profitability.

Post-Earnings Price Action Review

The stock price of Satellogic (SATL) experienced a sharp decline on the day the revenue raise was announced, dropping 27.8%. Over the subsequent 30 days, the stock failed to recover, closing 27.8% below the announcement day’s price. This lack of rebound suggests the market did not view the revenue growth as a catalyst for long-term confidence, with ongoing concerns about the company’s financial sustainability persisting.

CEO Commentary

Satellogic CEO Emiliano Kargieman emphasized improved financial performance and commercial momentum, including a $90 million public offering and a strategic data distribution agreement with Suhora. He highlighted the launch of the NextGen satellite platform and the appointment of industry veteran Jeff Kerridge to lead sales. Kargieman expressed confidence in the company’s ability to leverage its satellite constellation and AI-driven analytics for global market expansion.

Guidance

Satellogic provided forward-looking expectations for 2025, including continued revenue growth and cost reductions. The company anticipates scaling its NextGen satellite platform and expanding international partnerships. Management expects to maintain a strong balance sheet, supported by recent capital raises and operational efficiency improvements.

Additional News

1. Strategic Partnership: Satellogic signed a seven-figure data distribution agreement with Suhora, granting exclusive rights to its services in India and Nepal.

2. Leadership Addition: The company appointed Jeff Kerridge, a 35-year EO industry veteran, to lead global sales and customer growth initiatives.

3. NextGen Satellite Launch: Satellogic launched its NextGen satellite platform, featuring 30cm resolution and AI-enabled analytics, to meet global demand for sovereign space capabilities.