Short answer
Planet Labs PBC (PL) filed its Q3 2026 10-Q quarterly report on Sep 3, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $116M (up 58.1% year over year) with net income of −$9M.
Q3 2026 key financials · XBRL
- Revenue
- $116M
- +58.1% YoY · +23.3% QoQ
- Net income
- −$9M
- +58.6% YoY · +93.3% QoQ
- Operating margin
- -11.6%
- Gross margin
- 56.6%
- EPS (diluted)
- −$0.02
- +75.0% YoY · +95.0% QoQ
Source: XBRL data from the Planet Labs PBC (PL) Q3 2026 10-Q on SEC EDGAR. USD.
Planet Labs PBC Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Capital expenditures 25% of revenue vs 29% YoY for the quarter
- Net dollar retention 109% vs 107% YoY, driven by large defense and intelligence contract expansions
- Recurring ACV 98% vs 98% YoY; capital expenditures expected to increase as satellite fleet expands
Risk Factors
- Net losses $9.4 million and accumulated deficit $1,598.1 million as of July 31, 2026
- Germany manufacturing expansion increasing tariff, geopolitical, export-control, and compliance exposure
- Evolving AI, orbital-debris, and space-sustainability regulations threatening satellite development and operations
- Intensifying competition from SpaceX, OneWeb, Amazon Leo, governments, and free imagery programs pressuring pricing
- High-value satellite-services contracts creating longer sales cycles, significant upfront costs, and delayed revenue recognition
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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