What guidance did Planet Labs's management provide for the next earnings period?

What is Planet Labs's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Planet Labs year over year?

What is the market's earnings forecast for Planet Labs next quarter?

What were the key takeaways from Planet Labs's earnings call?

What is Planet Labs's gross profit margin?

What factors drove the changes in Planet Labs's revenue and profit?

Did Planet Labs beat or miss consensus estimates last quarter?

- **Record Growth**: Q3 rev $81.3M (+33% YoY), 4th straight EBITDA profit
- **Gov Dominance**: Defense & Intelligence up 70% YoY, $12.8M NGA contract
- **Strategic Wins**: AXA partnership, NATO expansion, Berlin satellite factory
- **Future Tech**: Owl fleet 2026, Suncatcher with Google 2027
- **Financial Strength**: $677M cash, 216% YoY backlog, EBITDA $5.6M
- **2027 Vision**: EBITDA breakeven, 27% rev growth, free cash flow positive

**【CEO Summary Section】**
- **Revenue Growth**: $81.3M (33% YoY), with Defense & Intelligence up 70% YoY and Civil Govt up 15% QoQ. Adjusted EBITDA profit of $5.6M, 4th sequential quarter positive. Backlog $734.5M (216% YoY). 
- **Strategic Wins**: 
  - $12.8M Luno B contract with NGA for AI maritime analytics
  - $7.5M Navy renewal for vessel detection
  - NATO expansion with 7-figure contract
  - AXA partnership for insurance claims processing
- **Satellite Execution**: 
  - 2 Pelican HR satellites launched, 36 SuperDoves deployed
  - Berlin manufacturing facility to double capacity
- **Future Projects**: 
  - Owl fleet (1m res, low latency) demo late 2026
  - Suncatcher with Google (TPUs in space) prototypes 2027
- **Acquisition**: Bedrock AI for national security solutions

**【CFO Financial Commentary】**
- **Revenue Breakdown**: 
  - Defense & Intelligence: 70% YoY growth
  - Civil Govt: 1% YoY, NASA $13M task order
  - Commercial: Down due to ag seasonality
- **Financial Metrics**: 
  - Non-GAAP gross margin 60%
  - Net cash from ops $114M, free cash flow $55M
  - RPO $672M (361% YoY), 33% next 12 months
- **Guidance**: 
  - Q4 2026: $76-80M rev (27% YoY), EBITDA loss $7-5M
  - FY2026: $297-301M rev, EBITDA $6-8M
- **Capital Structure**: 
  - $460M convertible debt at 0.5%, $677M cash
  - CapEx $81-85M FY2026 for satellite fleets

**【Q&A Highlights】**
- **Pipeline Execution**: 20+ gov contracts pipeline, 6+ high-probability deals
- **Suncatcher Viability**: Early R&D phase, aligned with Owl bus design
- **Commercial Growth**: AXA partnership scales to 1M+ insurance clients
- **JSAT Deal**: On track, contributing to Q3 upside
- **2027 Outlook**: EBITDA breakeven target, 27% rev growth rate

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