NYSE$BKSY

Blacksky Technology Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported record Q4 revenue with positive Adjusted EBITDA.

BlackSky reported a strong fourth quarter and full year in 2023, with record Q4 revenue up 83% year-over-year and positive Adjusted EBITDA of $9.3 million in Q4. The company secured over $265 million in new multi-year contracts and renewal agreements throughout the year.

  • Record Q4 revenue, up 83% from the prior year quarter.
  • Imagery & software analytical services revenue grew 18% over the prior year quarter.
  • Positive Adjusted EBITDA of $9.3 million in Q4.
  • Won approximately $50 million in multi-year contracts with the Indonesian Ministry of Defense.

Headline financials

Total Revenue

$35.5M

Previous: $19.4M+82.9%
EPS (adj)

-$0.24

Previous: -$1.04+76.9%
Adjusted EBITDA

$9.28M

Previous: -$4.6M+301.8%
Cost of Sales %

34.0%

Previous: 0.4%+8400.0%
Cash Operating Expenses

$14.5M

No prior period
Capital Expenditures

-$7.82M

No prior period
Net Income

-$3.84M

Previous: -$15M+74.3%
Operating Income

-$4.67M

Previous: -$18.3M+74.5%
Gross Profit

$12.8M

Previous: $11.6M+10.0%
R&D Expense

$118K

No prior period
Stock-Based Comp

$3.14M

Previous: $3.64M-13.7%

Revenue & EPS history

Blacksky · Revenue · Quarterly

$35.5M

Q4 2023+82.9%vs Q4 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 expects full year 2024 revenue to be between $102 million and $118 million, full year 2024 Adjusted EBITDA to be between $8 million and $16 million, and anticipates capital expenditures for the full year 2024 to be between $55 million and $65 million.

Tailwinds

  • Full year 2024 revenue to be between $102 million and $118 million.
  • Full year 2024 Adjusted EBITDA to be between $8 million and $16 million.
  • Capital expenditures for the full year 2024 to be between $55 million and $65 million.
  • Investments in the Gen-3 satellites.
  • Excludes vendor financed launch costs, that will be recorded on the balance sheet.

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 2023

Historical avgQ4 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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