Core Insights - BlackSky Technology, Inc. (NYSE: BKSY) reported revenue of $35.2 million, adjusted EBITDA of $8.8 million, and EPS of ($0.02), which fell short of consensus estimates [1][7] Financial Performance - Revenue from Imagery and Software Analytical Services decreased to $14.5 million, representing a 17% year-over-year decline, attributed to EOCL-related budget uncertainty [1] - Mission Solutions revenue increased significantly to $9.5 million from $1.0 million last year, driven by a new international Gen-3 contract and milestone deliveries [1] - Professional and Engineering Services revenue slightly decreased to $11.2 million from $11.9 million year-over-year due to project timing [1] - Adjusted EBITDA rose to $8.8 million from $7.4 million, supported by higher revenue and cost discipline, while gross margin improved to 72.6% from 65.3% in the previous year [1][7] Backlog and Future Outlook - The company secured over $240 million in new awards, increasing its backlog to $345 million, primarily from international Gen-3 contracts [7] - FY26 guidance indicates ongoing investment in scaling capacity [7]

LONG BEACH, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Rocket Lab USA, Inc. (Nasdaq: RKLB) (“Rocket Lab” or “the Company”), a global leader in launch services and space systems, today announced it has signed another multi-launch deal with real-time space-based intelligence company BlackSky Technology Inc. (NYSE: BKSY) – further expanding Rocket Lab’s service as the primary launch provider deploying BlackSky’s advanced, AI-enabled Gen-3 Earth observation constellation. The multi-launch deal secures four new d ...

Core Viewpoint - BlackSky Technology (NYSE: BKSY) has faced skepticism regarding its ability to convert technological promise into tangible results, despite having an interesting satellite platform [2]. Company Analysis - BlackSky Technology has struggled for an extended period to achieve concrete outcomes from its technology and satellite platform [2]. - The company operates in a competitive landscape where turning innovative technology into profitable results is critical for investor confidence [2]. Analyst Background - The analysis is provided by an individual with a decade of experience in investment analysis, particularly in Latin American markets, and a focus on high-quality growth stocks [2].

BlackSky (NYSE:BKSY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsAly Bonilla - Vice President of Investor RelationsAustin Moeller - Director and Equity ResearchBrian O'Toole - CEOChris Quilty - Co-CEO and PresidentDave Storms - Director and Equity ResearchEdison Yu - DirectorGreg Pendy - DirectorHenry Dubois - CFOConference Call ParticipantsGregory Burns - AnalystJaeson Schmidt - Senior Research Analyst and Director of ResearchJeff Van Riel - AnalystScott Buck - Managing Director ...

BlackSky (NYSE:BKSY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsAly Bonilla - Vice President of Investor RelationsAustin Moeller - Director and Equity ResearchBrian O'Toole - CEOChris Quilty - Co-CEO and PresidentDave Storms - Director and Equity ResearchEdison Yu - DirectorGreg Pendy - DirectorHenry Dubois - CFOConference Call ParticipantsGregory Burns - AnalystJaeson Schmidt - Senior Research Analyst and Director of ResearchJeff Van Riel - AnalystScott Buck - Managing Director ...

BlackSky (NYSE:BKSY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker12Ladies and gentlemen, thank you for joining us, and welcome to BlackSky Technology Q4 2025 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, please press star 1 again. I will now hand the conference over to Aly Bonilla, Vice President of Investor Relations. Aly, please go ahead.Speake ...

February 26, 2026 BLACKSKY Q4 AND FULL YEAR 2025 EARNINGS WEBCAST © BlackSky 2026. All rights reserved. Confidential & Proprietary. 1 Legal Disclaimer FORWARD-LOOKING STATEMENTS Certain statements in this presentation may contain forward-looking statements within the meaning of the federal securities laws with respect to BlackSky. Words such as "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will c ...

BLACKSKY REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS "Growing demand and new Gen-3 contract awards drove a strong Q4 and delivered a second consecutive year of positive adjusted EBITDA," said Brian E. O'Toole, BlackSky CEO. "With the exceptional performance of Gen-3, we're converting early customer pilots into long-term subscription contracts worldwide. Significant international demand drove the majority of our backlog growth and is further diversifying our customer base. We enter 2026 with strong mom ...

Core Insights - BlackSky Technology Inc. is experiencing continued momentum with its Gen-3 offerings, highlighted by a seven-figure Assured contract with an international defense customer, which enhances demand for its real-time space-based intelligence services [1] Group 1: Contract and Customer Engagement - The Assured contract provides the customer with exclusive access to Gen-2 and Gen-3 imagery, along with AI-enabled analytics services focused on priority areas of interest [1] - BlackSky's CEO emphasized that customers choose Assured for its unmatched confidence and reliable real-time delivery over critical operational areas [2] Group 2: Defense Modernization Support - BlackSky is aiding the customer's defense modernization strategy by providing an end-to-end mission solution that includes Gen-3 Earth observation satellites, ground infrastructure, and flight operations support [3] - The Assured service offers early intelligence, surveillance, and reconnaissance capabilities until the customer's own satellites are operational, with Gen-3 satellites working alongside BlackSky's constellation for mission-relevant insights [4] Group 3: Technology and Market Demand - The company is utilizing its vertically integrated model, which includes satellite manufacturing, software, and AI, to meet the global demand for guaranteed, on-demand data access [6] - Gen-3's enhanced image clarity improves AI-enabled detection, identification, and classification of various tactically relevant objects, positioning BlackSky for efficient scaling of space-based intelligence solutions [6] Group 4: Market Performance - BlackSky Technology shares experienced a decline of 9.19%, trading at $19.18 at the time of publication [7]

Industry Overview - The surveillance and general Earth-observation industry is experiencing significant growth due to escalating geopolitical tensions and increased military spending in 2026 [1] Company Focus - The focus is on identifying promising biotechnology companies that are innovating through novel mechanisms of action, first-in-class therapies, or platform technologies [1] - The analysis emphasizes evaluating the science behind drug candidates, the competitive landscape, clinical trial design, and potential market opportunities while balancing financial fundamentals and valuation [1]