Technika

Planet Labs 3Q Beat, Big Tech Partnerships laimėjo analitiko įsitikinimus

12/16/2022
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  • Needham analyst Ryan Koontz maintained a Buy on „Planet Labs“ (NYSE: PL) su 9 USD tiksline kaina.

  • PL delivered a solid F3Q23 with revenue and Adjusted EBITDA well ahead of consensus, driven by robust demand in government and strength in commercial, albeit with some elevated scrutiny on spending with specific customers.

  • Total revenue of $49.7 million increased 57% Y/Y and was 5% above consensus.

  • Non-GAAP gross margin expanded 1,860bps Y/Y to 54%, well ahead of the high-end guidance, highlighting PL’s ability to monetize its global data set with minimal incremental costs.

  • Adjusted EBITDA of ($12 million) beat the ($21 million) consensus.

  • End of Period customer count increased by 16% Y/Y as PL prioritized larger accounts with meaningful future expansion opportunities.

  • NDRR was strong at 123%, including the headwind from renewal with a sizeable international government customer signed shortly after quarter-end.

  • New Partners include "Amazon.com Inc" (NASDAQ: AMZN) "Amazon" žiniatinklio paslaugosir „Accenture Plc.“ (NYSE: ACN), while PL expanded its work with "Microsoft Corp." (NASDAQ: MSFT).

  • Koontz believes PL is on track to become the industry leader in earth observation data as its new analytics products simplify and speed consumption for the broader market.

  • Kainos veiksmas: PL shares traded lower by 2.78% at $5.05 on the last check Thursday.

Latest Ratings for PL

Data

Firma

Veikla

Kaina nuo

Iki

vaizdas

Sau 2022

Needham

Inicijuoja aprėptį

nupirkti

Sau 2022

"Goldman Sachs"

Inicijuoja aprėptį

nupirkti

Sau 2022

Kūčiukas

Inicijuoja aprėptį

Pralenkia

View More Analyst Ratings for PL

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Source: https://finance.yahoo.com/news/planet-labs-3q-beat-big-193841192.html