PL Earnings Prediction
The chart below shows how PL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PL sees a +0.51% change in stock price 10 days leading up to the earnings, and a -7.66% change 10 days following the report. On the earnings day itself, the stock moves by -0.25%. This data can give you a slight idea of what to expect for the next quarter's release.
PL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
61.27M
10.63%
0.28%
Gross Margin
61.45%
26.70%
12.07%
Operating Margin
-36.86%
-46.56%
-22.56%
Net Margin
-32.78%
-52.23%
-48.21%
EPS
-0.07
-46.15%
-46.15%
No Data Available
PL Earnings Analysis
Planet Labs PBC Corporation (PL.N) Earnings Conference Call
Positive
Record Revenue Achievement: For the third quarter of fiscal 2025, we generated a record $61.3 million in revenue, representing approximately 11% year-over-year growth.
Record Gross Margin Increase: Non-GAAP gross margin for the quarter increased to a record 64%, up over 1,200 basis points year-over-year, and over 600 basis points sequentially.
Government Contract Acquisition: We secured multiple large government contracts in Q3, which we expect to ramp into the year.
Record ACV Bookings: This quarter represented our largest ever ACV bookings, reflecting strong demand and execution from our sales teams.
AI-Driven Data Adoption: We continue to see further accelerants due to AI that is driving new adoption of our data sets.
Negative
Q3 Revenue Performance: A record revenue of $61.3 million was generated in Q3, representing only 11% year-over-year growth, indicating a slowdown compared to previous quarters.
Adjusted EBITDA Loss: The adjusted EBITDA loss for Q3 was approximately $242,000, reflecting ongoing financial challenges despite previous improvements.
North America Revenue Stagnation: North America revenue was flat year-over-year, primarily impacted by delays in renewing and expanding contracts with NASA, which hindered growth potential.
Net Dollar Retention Impact: The net dollar retention rate at the end of Q3 was 104%, but this was negatively affected by a delayed NASA task order, which impacted revenue recognition.
Q4 EBITDA Profit Outlook: The company expects adjusted EBITDA profit for Q4 to be between zero and $2 million, indicating uncertainty in achieving profitability despite previous targets.
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PL Earning Call Sentiment
Planet Labs PBC (PL) Q3 2025 Earnings Call Transcript
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00:00
00:00
PL.N
4.81%Positive
The earnings call reveals mixed signals: strong revenue growth and improving gross margins are positive, but concerns like supply chain challenges, cash burn, and contract delays pose risks. The Q&A highlights optimism in AI-driven government sectors but lacks clarity on DoD pilot timelines, impacting sentiment. The absence of a share repurchase program and vague guidance further neutralize the outlook. Given these factors, the stock price is likely to remain stable, reflecting a neutral sentiment in the short term.