NYSE$BKSY

Blacksky Technology Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Blacksky's Q3 2021 revenue increased 49% year-over-year, driven by growth in imagery, software, and engineering services. The company revised its 2021 revenue forecast due to contract timing and supply chain impacts.

BlackSky Technology Inc. reported a 49% increase in revenue for the third quarter of 2021, reaching $7.9 million. The company's net loss was $46.9 million, and adjusted EBITDA loss was $16.2 million. BlackSky revised its 2021 revenue forecast to $30 to $34 million due to timing of new contract start dates and supply chain impacts.

  • Revenue of $7.9 million, up 49% from 3Q 2020
  • Net loss of $46.9 million or a loss of $0.67 per diluted share
  • Adjusted EBITDA loss of $16.2 million
  • Cash balance at the end of 3Q 2021 was $198 million

Headline financials

Total Revenue

$7.94M

Previous: $0.00
EPS (adj)

-$5.36

Previous: -$2.32-131.0%
Adjusted EBITDA

-$16.2M

Previous: -$9.1M-78.0%
Capital Expenditures

-$532K

No prior period
Free Cash Flow

-$47.4M

Previous: -$1.87M-2438.5%
Net Income

-$46.9M

Previous: -$1.87M-2410.0%
Operating Income

-$49M

Previous: -$2.21M-2119.8%
Gross Profit

-$4.72M

Previous: -$2.21M-113.9%
Cash & Equivalents

$195M

Previous: $9.36M+1983.6%
Total Assets

$324M

Previous: $319M+1.5%
Stock-Based Comp

$28.5M

Previous: $1.69M+1584.0%

Revenue & EPS history

Blacksky · Revenue · Quarterly

$7.94M

Q3 2021
Beat estimate in 3 of 8 quarters(38%)
ActualEstimate

Revenue by segment

Blacksky · $7.9M total across 2 segments · Q3 2021

  • Space-based Intelligence & AI
    $6.5M+18.2%
  • Mission Solutions
    $1.4M+800.0%

Forward guidance

BlackSky is revising its 2021 revenue forecast from $40 million to a range of $30 to $34 million, primarily driven by the timing of new contract start dates and supply chain impacts due to the COVID-19 pandemic.

Tailwinds

  • Robust pipeline growth that reflects strong demand from both government and commercial customers.
  • Recent awards from the NRO, NGA, and NASA demonstrate that BlackSky is emerging as a partner of choice.
  • Customers recognize the value of our high revisit imagery and our advanced AI enabled analytics.
  • Winning and extending multi-year contracts, which strengthens our visibility into out-year revenues.

Headwinds

  • Timing of new contract start dates
  • Supply chain impacts due to the COVID-19 pandemic.
  • Supply chain delays specifically impacted the execution schedule of engineering & integration projects
  • Recognition of revenue for these programs is delayed

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 Q3 2021

Historical avgQ3 2021

-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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