NYSE$BKSY

Blacksky Technology Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Blacksky's Q3 2022 earnings report revealed a 113% increase in revenue compared to the prior year quarter, with imagery and software analytical services revenue comprising 89% of total revenue. The company affirmed the upper end of its full-year 2022 revenue guidance.

Blacksky reported a strong Q3 2022 with a 113% increase in revenue year-over-year, reaching $16.9 million. Imagery and software analytical services drove growth, making up 89% of total revenue. The company is optimistic about finishing 2022 strong and expects to reach the upper end of its revenue guidance.

  • Revenue increased by 113% compared to the prior year quarter, reaching $16.9 million.
  • Imagery and software analytical services revenue grew by 130% over the prior year's quarter, representing 89% of total revenues.
  • The company achieved daily delivery rates for advanced imaging subscription services under the EOCL contract with the National Reconnaissance Office (NRO).
  • BlackSky anticipates full year 2022 revenues to be at the upper end of the guidance range.

Headline financials

Total Revenue

$16.9M

Previous: $7.94M+113.4%
EPS (adj)

-$0.88

Previous: -$5.36+83.6%
Adjusted EBITDA

-$6.53M

Previous: -$16.2M+59.7%
Cost of Sales %

46.0%

No prior period
Capital Expenditures

-$8.91M

Previous: -$532K-1573.9%
Free Cash Flow

-$22M

Previous: -$47.4M+53.7%
Net Income

-$13M

Previous: -$46.9M+72.2%
Operating Income

-$19.4M

Previous: -$49M+60.4%
Gross Profit

$373K

Previous: -$4.72M+107.9%
Cash & Equivalents

$37.2M

Previous: $195M-80.9%
Total Assets

$244M

Previous: $324M-24.5%
Stock-Based Comp

$3.16M

Previous: $28.5M-88.9%

Revenue & EPS history

Blacksky · Revenue · Quarterly

$16.9M

Q3 2022+113.4%vs Q3 2021
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Blacksky · $16.9M total across 2 segments · Q3 2022

  • Space-based Intelligence & AI
    $15M+130.6%
  • Mission Solutions
    $1.94M+38.9%

Forward guidance

BlackSky expects its full year 2022 revenue to achieve the upper end of the guidance range previously provided of between $62 million and $66 million. The Company continues to expect capital expenditures for the full year 2022 to be between $52 million and $56 million.

Tailwinds

  • Strong global demand for high-resolution imagery.
  • Growing interest in dynamic monitoring solutions.
  • Increased adoption of AI-driven analytic solutions.
  • Expected revenue to achieve the upper end of the guidance range.
  • Continued focus on expanding the customer base.

Headwinds

  • Unspecified risks and uncertainties that could affect actual results.
  • Potential impact of global economic conditions.
  • Competition in the geospatial intelligence market.
  • Dependence on government contracts.
  • Possible delays in satellite deployment.

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 2022

Historical avgQ3 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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