NYSE$BKSY

Blacksky Technology Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Blacksky's Q4 2022 earnings were reported, showing significant revenue growth and margin improvement.

BlackSky reported a 69% increase in revenue for Q4 2022, reaching $19.4 million, driven by strong growth in imagery and software analytical services. The company's adjusted EBITDA loss improved to $4.6 million, and they anticipate achieving positive adjusted EBITDA in Q4 2023. They also announced a new $150+ million multi-year contract.

  • Revenue increased by 69% year-over-year to $19.4 million.
  • Imagery and software analytical services revenue grew by 196% over the prior year's quarter.
  • Adjusted EBITDA loss improved by $9.8 million year-over-year.
  • Company anticipates achieving positive Adjusted EBITDA in Q4 2023.

Headline financials

Total Revenue

$19.4M

Previous: $11.5M+69.0%
EPS (adj)

-$1.04

Previous: -$7.36+85.9%
Adjusted EBITDA

-$4.6M

Previous: -$14.4M+68.1%
Cost of Sales %

0.4%

No prior period
Net Income

-$15M

Previous: -$5.6M-167.3%
Operating Income

-$18.3M

Previous: -$31.9M+42.6%
Gross Profit

$11.6M

Previous: $1.31M+787.4%
Cash & Equivalents

$34.2M

Previous: $168M-79.7%
Total Assets

$234M

Previous: $306M-23.5%
Stock-Based Comp

$3.64M

Previous: $13.3M-72.7%

Revenue & EPS history

Blacksky · Revenue · Quarterly

$19.4M

Q4 2022+69%vs Q4 2021
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Blacksky · $19.4M total across 2 segments · Q4 2022

  • Space-based Intelligence & AI
    $16.2M+118.5%
  • Mission Solutions
    $3.25M-20.7%

Forward guidance

BlackSky expects full year 2023 revenue to be between $90 million and $96 million and anticipates achieving positive Adjusted EBITDA in the fourth quarter of 2023. Capital expenditures for the full year 2023 are expected to be between $40 million and $45 million.

Tailwinds

  • Full year 2023 revenue expected to be between $90 million and $96 million, a 42% increase over 2022 revenue at the mid-point of this range.
  • Strong revenue growth anticipated.
  • High incremental contribution margins expected.
  • Prudent cost management expected.
  • Anticipates achieving positive Adjusted EBITDA in the fourth quarter of 2023.

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 2022

Historical avgQ4 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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro