Industry Revenues:

• Agriculture: 40%
• Forestry and Wood Industry: 25%
• Energy and Mining: 20%
• Other Industries (e.g. Financial Services, Environmental Monitoring): 15%

TOP 3 Markets:

• USA: 45%
• Europe: 30%
• Asia-Pacific: 15%

Planet Labs PBC generates the majority of its revenues from the agriculture sector by providing satellite data for crop monitoring and optimization. The forestry and wood industry is also a significant sector where the company operates by providing data for forest area monitoring and supporting sustainable practices. The energy and mining sector benefits from satellite data for resource exploration and monitoring.

Geographically, the US market is the largest for Planet Labs, followed by Europe and the Asia-Pacific region. These markets benefit from advancing digitization and increasing demand for precise geospatial data for various applications.

Production Location: San Francisco, California, USA

Planet Labs PBC primarily produces its satellites in San Francisco, California. The company operates its own production facility there, where it develops and manufactures its Earth observation satellites. This central location enables Planet Labs to efficiently manage production while remaining close to key technology and innovation centers.

Revenue Growth: Estimated 20% annually (2025, based on historical data and market trends)

Investments in Technology: Increased by 25% (2024)

Planet Labs PBC pursues a growth strategy that heavily relies on technological innovation and market expansion. The company is investing significantly in advancing its satellite technology to enhance the quality and frequency of Earth observation data. These investments are intended to strengthen competitiveness and attract new customers in various sectors, including agriculture, forestry, and urban planning.

Furthermore, Planet Labs plans to expand its global presence through strategic partnerships and alliances. This includes both entering new markets and deepening existing customer relationships to further increase revenue. The continuous improvement of data analysis capabilities and the integration of AI technologies are also key components of the company's growth strategy.

Main raw materials: Aluminum, silicon, electronic components

Countries of origin: China, Taiwan, USA

Planet Labs PBC is a company specializing in the manufacturing and operation of satellites. For the production of their satellites, the company requires a variety of raw materials and components. Aluminum and silicon are essential components for the structure and solar panels of the satellites. These materials are often imported from countries such as China and the USA, which are leading producers of these raw materials.

In addition, Planet Labs requires a variety of electronic components, which are often sourced from Taiwan and China. These countries are known for their advanced electronics industry and provide the necessary components in high quality and quantity.

The dependence on these countries can be influenced by global supply chains, which is why Planet Labs also needs to consider evaluating alternative sources to ensure supply security.

Market Share: Estimated 30% in the area of Earth observation satellites (2025)
Technological Innovation: Leading in the provision of high-frequency satellite images
Customer Base: Over 800 customers worldwide (2025)

Planet Labs PBC has gained a significant competitive advantage in the field of Earth observation satellites. The company is known for its ability to provide high-frequency and detailed satellite images, setting it apart from many competitors. This technological superiority enables Planet Labs to serve a wide range of applications, from agriculture to environmental monitoring.

Another advantage is the extensive customer base, which includes over 800 customers worldwide, including governments, businesses, and NGOs. This diversification reduces risk and strengthens the company's market position.

Through continuous innovation and strategic partnerships, Planet Labs remains well positioned to maintain its market leadership in a growing and competitive market.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last quarter (estimated, 2025)

The institutional investor share in Planet Labs PBC is estimated to be 45%. This demonstrates a solid trust from institutional investors in the company, which is often seen as a positive signal for the company's stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last quarter. This could indicate that the management and other insiders currently do not anticipate any significant changes in the company's valuation.

Market share of Planet Labs PBC: Estimate: 10% (2025)

Main competitors and their market shares:

1. Maxar Technologies: 20%
2. Airbus Defence and Space: 18%
3. DigitalGlobe (part of Maxar): 15%
4. BlackSky: 12%
5. Planet Labs PBC: 10%
6. Spire Global: 8%
7. Satellogic: 7%
8. ICEYE: 5%
9. Capella Space: 3%
10. Other smaller providers: 2%

Moat of Planet Labs PBC:

Planet Labs PBC has a significant moat through its fleet of over 200 satellites, capable of imaging the entire Earth's surface daily. This capacity enables the company to provide high-frequency and up-to-date data, which is highly advantageous for many customers in fields such as agriculture, environmental monitoring, and disaster management.

Compared to its competitors, Planet Labs has an advantage in data freshness and frequency. However, Maxar Technologies and Airbus Defence and Space often offer higher resolution and specialized services, giving them an edge in certain markets.

The moat of Planet Labs could be considered moderate, as the competition also heavily invests in technology and infrastructure. Nevertheless, Planet Labs remains competitive due to its innovation and the scalability of its satellite fleet.

Revenue Growth: 18% (2024) Net Loss: $100 million (2024) Market Share in Earth Observation Sector: 20% (2024)

Planet Labs PBC recorded a revenue growth of 18% in 2024, attributed to the increasing demand for earth observation services and the expansion of their satellite fleet. Despite the revenue growth, the company incurred a net loss of $100 million, due to high investments in technology and infrastructure.

The company holds a 20% market share in the earth observation sector, making it a significant player in the industry. Continuous investments in technology and satellite capacity expansion could lead to improved profitability in the long term.

Overall, Planet Labs PBC could be an interesting investment for investors focusing on long-term growth and technological innovation. However, potential investors should consider the current loss situation and associated risks.

Dividend: No payout (as of 2025)

Planet Labs PBC has not distributed any dividends to its shareholders so far. The company is focusing on the growth and expansion of its services in the field of Earth observation and satellite technology.

As Planet Labs is in a growth phase, it reinvests its profits in business development and technological innovations. This is typical for companies in the technology sector that focus on long-term growth and market share gains. A future dividend payment is possible, but currently unlikely as long as the company pursues its growth strategy.