NYSE$BKSY

Blacksky Technology Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Blacksky's Q2 2022 revenue more than doubled, driven by strong customer engagement and demand.

BlackSky reported a strong second quarter in 2022, with revenue reaching an all-time high of $15.1 million, a 105% increase compared to the prior year period. The company won several large multi-year contracts with a total value up to $1.27 billion and raised its full year 2022 revenue outlook.

  • Revenue increased by 105% compared to the prior year quarter, reaching $15.1 million.
  • Imagery and software analytical services revenue grew by 161% year-over-year and accounted for 88% of total revenue.
  • The company was awarded the Electro Optical Commercial Layer (EOCL) contract with the National Reconnaissance Office with a total value up to $1.021 billion over the next 10 years.
  • BlackSky raised its full-year revenue expectations to between $62 and $66 million.

Headline financials

Total Revenue

$15.1M

Previous: $7.37M+105.1%
EPS (adj)

-$1.76

Previous: -$25.52+93.1%
Adjusted EBITDA

-$8.8M

Previous: -$7.6M-15.8%
Capital Expenditures

-$5.29M

No prior period
Free Cash Flow

-$31.6M

No prior period
Net Income

-$26.3M

Previous: -$35.6M+26.2%
Operating Income

-$21.7M

Previous: -$29.8M+27.2%
Gross Profit

$5.32M

No prior period
Cash & Equivalents

$64.8M

Previous: $26.4M+145.7%
Total Assets

$261M

Previous: $318M-18.0%
Stock-Based Comp

$2.99M

Previous: $264K+1031.1%

Revenue & EPS history

Blacksky · Revenue · Quarterly

$15.1M

Q2 2022+105.1%vs Q2 2021
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Blacksky · $15.1M total across 2 segments · Q2 2022

  • Space-based Intelligence & AI
    $13.4M+160.8%
  • Mission Solutions
    $1.75M-22.0%

Forward guidance

BlackSky raised its full-year revenue expectations to between $62 million and $66 million and continues to expect capital expenditures for the entire year of 2022 to be between $52 million and $56 million.

Tailwinds

  • Customer utilization and demand for BlackSky’s unique dynamic monitoring, on-demand satellite tasking, and analytic insights continue to be strong.
  • Increased market demand.
  • Several large multi-year contracts recently awarded to BlackSky.
  • Sets the stage for a robust second half of the year.
  • Company has raised its full-year revenue expectations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-2.8%

Avg return

Earnings day

-2.2%

Avg return

5 days after

+0.3%

Avg return

30 days after

17%

4 / 24 earnings

Positive

+31.5%

Q1 2025

Best reaction

-24.2%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-20.6%-0.7%-14.2%
Q4 2025-0.2%+12.5%+15.4%
Q3 2025-11.5%-14.4%-2.6%
Q1 2025+31.5%+35.5%+47.6%
Q4 2024-24.2%-31.1%-48.4%
Q3 2024+6.3%-6.3%+42.1%
Q2 2024+11.5%+10.4%-16.7%
Q1 2024-4.7%-8.7%-18.1%
Q4 2023-13.4%-7.9%-17.1%
Q3 2023-1.7%-3.3%+11.7%
Q2 2023-10.9%-14.7%-31.0%
Q1 2023+6.0%+10.3%+47.0%
Q4 2022-11.9%-24.4%-28.5%
Q3 2022-5.0%-4.4%+16.1%
Q2 2022-0.8%-1.2%-17.3%
Q1 2022-1.7%+4.2%+76.5%
Q4 2021-6.6%-2.3%-30.2%
Q3 2021-7.9%-5.9%-21.8%
Q2 2021-0.1%+0.4%-0.4%
Q1 2021+0.0%+0.0%+0.4%
Q4 2020-0.5%-1.1%-3.4%
Q3 2020-0.2%-0.2%+2.0%
Q1 2020-1.3%-0.5%+0.7%
Q2 2020+0.0%+0.1%-1.9%
Q3 2019

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