NYSE$BKSY

Blacksky Technology Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Blacksky's Q3 2023 earnings showcased a 26% year-over-year revenue increase, alongside significant net income improvement and near break-even adjusted EBITDA.

BlackSky reported a strong Q3 2023 with a 26% increase in revenue compared to the prior year, reaching $21.3 million. The company also achieved near break-even adjusted EBITDA and improved net income to $0.7 million, driven by increased customer demand and effective cost management. They are narrowing the range of its 2023 revenue outlook to be between $84 million and $90 million.

  • Total revenue increased by 26% year-over-year to $21.3 million.
  • Imagery and software analytical services revenue grew by 11% over the prior year quarter.
  • Net income improved significantly to $0.7 million, compared to a net loss of $13.1 million in the prior year quarter.
  • Adjusted EBITDA loss was $0.4 million, a $6.2 million improvement year-over-year, and the company is on track to achieve positive Adjusted EBITDA in Q4 2023.

Headline financials

Total Revenue

$21.3M

Previous: $16.9M+25.5%
EPS (adj)

-$0.96

Previous: -$0.88-9.1%
Adjusted EBITDA

-$400K

Previous: -$6.53M+93.9%
Cost of Sales %

32.0%

Previous: 46.0%-30.4%
Cash Operating Expenses

$15.4M

No prior period
Capital Expenditures

-$7.53M

Previous: -$8.91M+15.5%
Free Cash Flow

-$15.8M

Previous: -$22M+28.0%
Net Income

$700K

Previous: -$13M+105.4%
Operating Income

-$14.5M

Previous: -$19.4M+25.0%
Gross Profit

$14.5M

Previous: $373K+3785.5%
Cash & Equivalents

$32.1M

Previous: $37.2M-13.6%
Total Assets

$213M

Previous: $244M-12.9%
R&D Expense

$133K

No prior period

Revenue & EPS history

Blacksky · Revenue · Quarterly

$21.3M

Q3 2023+25.5%vs Q3 2022
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Blacksky · $21.3M total across 2 segments · Q3 2023

  • Space-based Intelligence & AI
    $15.3M+2.1%
  • Mission Solutions
    $6M+208.6%

Forward guidance

BlackSky anticipates achieving positive Adjusted EBITDA in Q4 2023 and narrows its 2023 revenue outlook to between $84 million and $90 million.

Tailwinds

  • Strong operating leverage in Q3 resulting in nearly breakeven Adjusted EBITDA.
  • On track to achieve positive Adjusted EBITDA in Q4 of 2023.
  • Strong global demand for high-frequency imagery and AI-driven analytics.
  • Strong book of business won this year.
  • Capital expenditures for the full year 2023 are expected to be between $48 million and $54 million.

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 2023

Historical avgQ3 2023

-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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