Highest-materiality recent filing
Planet Labs completes warrant redemption; $104.5M from 99.2% exercised
9,090,913 of 9,162,223 public warrants exercised at $11.50/share for $104.5M cash.
Planet Labs redeems all public warrants at $0.01; exercise deadline April 27
Redemption price $0.01 per warrant; holders may exercise until 5pm ET April 27, 2026 at $11.50/share.
Planet Labs Q4 revenue $86.8M (+41% YoY), Adj EBITDA profit $2.3M, cash $640M
Q4 revenue $86.8M (+41% YoY); full-year revenue $307.7M (+26% YoY), a record.
Issued 5,171,222 Class A and 584,054 Class B shares on Feb 3, 2026 after stock price exceeded $21.00 for 20 of 30 trading days.
Planet Labs signs low 9-figure satellite services contract with Swedish Armed Forces
Multi-year deal for satellites, data and intelligence solutions; value in low 9 figures.
Planet Labs Q3 FY26 revenue $81.3M (+33% YoY); adjusted EBITDA profit $5.6M
Record revenue $81.3M, up 33% YoY; gross margin 57% (non-GAAP 60%).
Planet Labs issues $460M convertible notes at 0.50% due 2030, conversion price $11.95
Upsized and priced $400M (plus $60M over-allotment) 0.50% Convertible Senior Notes due Oct 2030.
Planet Labs Q2 FY2026 revenue $73.4M (+20% YoY); adjusted EBITDA turns positive $6.4M
Record revenue $73.4M, up 20% YoY; net loss narrowed to $22.6M from $38.7M.
Planet Labs secures €240M satellite services contract with German government
€240 million multi-year deal funded by German government for satellite services.
Planet Labs Q1 FY2026: Record revenue $66.3M (+10% YoY), first-ever positive FCF $8.0M
Record revenue of $66.3M, up 10% YoY; GAAP net loss narrowed to $12.6M from $29.3M.
On May 28, 2025, Niccolo de Masi notified Planet Labs PBC (the “Company”) of his resignation from the Company’s board of directors (the “Board”) and the Company’s audit committee, effective as of the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”).
On May 28, 2025, J. Heidi Roizen notified the Company of her decision not to stand for re-election at the 2025 Annual Meeting and will be departing as a director and member of the Company’s compensation committee and audit committee upon the expiration of her term at the 2025 Annual Meeting.
Max materiality 0.85 · Median 0.60 · Most common event other_material