NYSE$BKSY

Blacksky Technology Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Blacksky reported Q4 2021 earnings with a revenue increase and strategic advancements.

BlackSky reported a 79% increase in revenue for Q4 2021, reaching $11.5 million, driven by increased customer demand and new contracts. The company launched six satellites, expanded its customer base, and improved its platform capabilities. However, the operating loss was $31.9 million, and the adjusted EBITDA loss was $14.4 million.

  • Revenue increased by 79% year-over-year, reaching $11.5 million.
  • Operating loss was $31.9 million, including pre-merger stock-based compensation and public company transaction costs.
  • Adjusted EBITDA loss was $14.4 million.
  • Cash balance at the end of December 2021 was $168.1 million.

Headline financials

Total Revenue

$11.5M

Previous: $6.41M+79.3%
EPS (adj)

-$7.36

Previous: -$2.48-196.8%
Adjusted EBITDA

-$14.4M

Previous: -$5.11M-181.9%
Net Income

-$5.6M

Previous: -$10.4M+46.1%
Operating Income

-$31.9M

Previous: -$8.73M-265.4%
Gross Profit

$1.31M

No prior period
Cash & Equivalents

$168M

Previous: $5.1M+3197.4%
Total Assets

$306M

Previous: $120M+155.0%
Stock-Based Comp

$13.3M

Previous: $290K+4488.3%

Revenue & EPS history

Blacksky · Revenue · Quarterly

$11.5M

Q4 2021+79.3%vs Q4 2020
Beat estimate in 3 of 8 quarters(38%)
ActualEstimate

Revenue by segment

Blacksky · $11.5M total across 2 segments · Q4 2021

  • Space-based Intelligence & AI
    $7.4M
  • Mission Solutions
    $4.1M

Forward guidance

BlackSky anticipates increased customer demand and expects full year 2022 revenue to be between $58 million and $62 million. The company plans to launch an additional four satellites and expects capital expenditures to be between $52 million and $56 million.

Tailwinds

  • Full year 2022 revenue to be between $58 million and $62 million, a 76% increase over 2021 at the mid-point of this range.
  • Launching an additional four satellites in the first half of 2022, bringing the total to 14 operating satellites.
  • Capacity from the 14-satellite constellation will be more than sufficient to support increased customer demand.
  • Capital expenditures for the full year 2022 to be between $52 million and $56 million, a decrease compared to 2021 spend.
  • Cash position will remain strong with sufficient liquidity for the foreseeable future.

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 Q4 2021

Historical avgQ4 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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