Satellogic and SpaceKnow Announce Strategic Collaboration
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 30 2026
0mins
Satellogic and SpaceKnow announced a strategic collaboration to deliver planetary-scale monitoring solutions to commercial and government customers. SpaceKnow joins a select group of early partners in Satellogic's agentic intelligence ecosystem. The collaboration pairs SpaceKnow's AI and machine learning analytics with Satellogic's growing constellation, including existing high-resolution satellites, on-satellite AI, and the forthcoming Merlin constellation, which is designed to deliver comprehensive global coverage at one-meter resolution as it builds out, beginning with its first planned launch in October. The two companies are already collaborating on joint customer pursuits and product development, and expect to share additional details on specific offerings and milestones in the months ahead, including activities aligned with the launch of the first Merlin satellite later this year.
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Analyst Views on SATL
About SATL
Satellogic Inc. is a vertically integrated geospatial analytics company. It is a provider of high-resolution satellite imagery to governments and commercial customers worldwide. Through its subsidiaries, the Company invests in the software, hardware, and optics of the aerospace industry, focusing on satellite and image analytics technologies. It is engaged in building a fully automated earth observation platform with the ability to remap the entire planet at both high-frequency and high-resolution, making satellite imagery accessible to drive global decision-making. It offers the purchase-to-orbit opportunity for submeter optical satellites. Its Space Systems offering includes NewSat Mark V models; high-launch cadence via SpaceX; direct tasking over any point of interest; optional end-to-end support, including ground segment and data management; global access empowering sovereign missions, and add-on supplemental coverage for multiple daily revisits via the satellogic constellation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Record Revenue: Planet Labs PBC reported approximately $94 million in revenue for Q1 2026, marking a 42% year-over-year increase, indicating strong demand and growth potential in the Earth observation market.
- Robust Backlog: The company reported a backlog exceeding $906 million, suggesting sustainability of future revenues and market confidence, further solidifying its leadership position in the data layer market.
- Significant Cash Flow Improvement: As of April 30, 2026, Planet Labs' cash and short-term investments surged 223% year-over-year to about $731 million, providing strong financial support for future investments and expansion.
- Upward Revenue Guidance: The company raised its full-year revenue guidance to approximately $425–441 million, reflecting the maturation of its business model and strong market demand, signaling potential improvements in profitability going forward.
See More
Planet Labs Reports Record Revenue and Growth Amid Space Economy Expansion
- Significant Revenue Growth: Planet Labs PBC reported record revenue of approximately $94 million for Q1 2026, marking a 42% year-over-year increase, indicating strong demand and business expansion in the Earth observation market.
- Robust Backlog: The company reported a backlog exceeding $906 million, signaling sustainability of future revenues and market confidence, further solidifying its position in the rapidly growing space economy.
- Improved Cash Flow: As of April 30, 2026, Planet's cash and short-term investments surged 223% year-over-year to about $731 million, providing strong financial support for future investments and expansion.
- Upgraded Profit Guidance: Planet Labs raised its full-year revenue guidance to approximately $425–441 million, reflecting the maturation of its business model and sustained market demand, although profitability challenges remain.
See More
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- ETF Performance: The Procure Space ETF is down approximately 2.4% in Thursday afternoon trading, indicating a weak market position that may undermine investor confidence and lead to capital outflows.
- Component Stock Declines: Within the ETF, Satellogic shares fell by about 8.6%, while Redwire shares dropped by approximately 8.1%, with these significant declines potentially exacerbating the ETF's overall poor performance and reflecting market concerns about the space sector.
- Market Reaction: Given the volatility in the space industry, investors may reassess their investment strategies in this sector, leading to decreased demand for related ETFs and impacting future capital inflows.
- Uncertain Industry Outlook: The current uncertainties facing the space industry may cause investors to adopt a cautious stance regarding the future performance of the Procure Space ETF, further affecting its market appeal and investor confidence.
See More
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- Key Contract Secured: The company has signed a multi-year $30 million contract with a defense customer to support an AI-first Earth observation constellation, highlighting growing confidence in its technology platform and enhancing revenue visibility.
- Launch of Monitoring Platform: Satellogic has launched the Aleph Observer platform, providing persistent monitoring services for strategically important locations worldwide, aligning with the industry's shift towards subscription-based monitoring services, potentially becoming a significant source of recurring revenue.
- Enhanced Competitive Advantage: By internally designing, manufacturing, and operating its satellites through a vertically integrated approach, Satellogic can better control production costs and operational performance, thereby strengthening its market position in the increasingly competitive Earth observation industry.
See More
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- Stock Price Reaction: Following the announcement of Dunn's departure, Satellogic's shares fell 8% on Tuesday, indicating market concerns regarding the management change, although analysts remain optimistic about the company's future, expecting continued momentum in international government business.
- Severance Package: Dunn will receive standard severance, including six months of base salary continuation, six months of COBRA health coverage, and full acceleration of all outstanding restricted stock units, reflecting the company's acknowledgment of his contributions.
- Analyst Ratings: According to Koyfin data, four out of five analysts covering SATL rate it as a 'Buy,' with an average price target of $10.98, representing a potential upside of approximately 71%, indicating market confidence in the company's long-term growth prospects.
See More
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- Virtual Meeting Opportunities: Ryan Driver will also attend the Northland Growth Conference on June 23, 2026, offering virtual one-on-one meetings to enhance engagement with potential investors and increase the company's visibility in the capital markets.
- Company Background: Founded in 2010, Satellogic is building the infrastructure for Persistent Global Intelligence, utilizing high-cadence satellite data collection and AI-accelerated workflows to transition clients from episodic imagery to continuous monitoring, catering to defense and commercial market needs.
- Investor Relations Contact: Investors interested in scheduling meetings with Satellogic management can reach out to the investor relations department at ir@satellogic.com for more information to facilitate investment decisions.
See More
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- Record Revenue: Planet Labs PBC reported approximately $94 million in revenue for Q1 2026, marking a 42% year-over-year increase, indicating strong demand and growth potential in the Earth observation market.
- Robust Backlog: The company reported a backlog exceeding $906 million, suggesting sustainability of future revenues and market confidence, further solidifying its leadership position in the data layer market.
- Significant Cash Flow Improvement: As of April 30, 2026, Planet Labs' cash and short-term investments surged 223% year-over-year to about $731 million, providing strong financial support for future investments and expansion.
- Upward Revenue Guidance: The company raised its full-year revenue guidance to approximately $425–441 million, reflecting the maturation of its business model and strong market demand, signaling potential improvements in profitability going forward.
See More
Planet Labs Reports Record Revenue and Growth Amid Space Economy Expansion
- Significant Revenue Growth: Planet Labs PBC reported record revenue of approximately $94 million for Q1 2026, marking a 42% year-over-year increase, indicating strong demand and business expansion in the Earth observation market.
- Robust Backlog: The company reported a backlog exceeding $906 million, signaling sustainability of future revenues and market confidence, further solidifying its position in the rapidly growing space economy.
- Improved Cash Flow: As of April 30, 2026, Planet's cash and short-term investments surged 223% year-over-year to about $731 million, providing strong financial support for future investments and expansion.
- Upgraded Profit Guidance: Planet Labs raised its full-year revenue guidance to approximately $425–441 million, reflecting the maturation of its business model and sustained market demand, although profitability challenges remain.
See More
Procure Space ETF Underperforms with Notable Declines
- ETF Performance: The Procure Space ETF is down approximately 2.4% in Thursday afternoon trading, indicating a weak market position that may undermine investor confidence and lead to capital outflows.
- Component Stock Declines: Within the ETF, Satellogic shares fell by about 8.6%, while Redwire shares dropped by approximately 8.1%, with these significant declines potentially exacerbating the ETF's overall poor performance and reflecting market concerns about the space sector.
- Market Reaction: Given the volatility in the space industry, investors may reassess their investment strategies in this sector, leading to decreased demand for related ETFs and impacting future capital inflows.
- Uncertain Industry Outlook: The current uncertainties facing the space industry may cause investors to adopt a cautious stance regarding the future performance of the Procure Space ETF, further affecting its market appeal and investor confidence.
See More
Satellogic's Rise in the Earth Observation Market
- Growing Market Demand: Satellogic Inc. is steadily positioning itself in the rapidly growing Earth observation market, driven by rising demand for geospatial intelligence across defense, government, and commercial sectors, which is expected to capitalize on long-term growth opportunities.
- Key Contract Secured: The company has signed a multi-year $30 million contract with a defense customer to support an AI-first Earth observation constellation, highlighting growing confidence in its technology platform and enhancing revenue visibility.
- Launch of Monitoring Platform: Satellogic has launched the Aleph Observer platform, providing persistent monitoring services for strategically important locations worldwide, aligning with the industry's shift towards subscription-based monitoring services, potentially becoming a significant source of recurring revenue.
- Enhanced Competitive Advantage: By internally designing, manufacturing, and operating its satellites through a vertically integrated approach, Satellogic can better control production costs and operational performance, thereby strengthening its market position in the increasingly competitive Earth observation industry.
See More
Satellogic CFO Departure Sparks Market Reaction
- Management Transition: CFO Rick Dunn of Satellogic will step down after a transition period, and while the company has begun searching for his replacement, Roth Capital Partners noted that this move does not impact the company's fundamental growth narrative, labeling it as an 'orderly management transition.'
- Stock Price Reaction: Following the announcement of Dunn's departure, Satellogic's shares fell 8% on Tuesday, indicating market concerns regarding the management change, although analysts remain optimistic about the company's future, expecting continued momentum in international government business.
- Severance Package: Dunn will receive standard severance, including six months of base salary continuation, six months of COBRA health coverage, and full acceleration of all outstanding restricted stock units, reflecting the company's acknowledgment of his contributions.
- Analyst Ratings: According to Koyfin data, four out of five analysts covering SATL rate it as a 'Buy,' with an average price target of $10.98, representing a potential upside of approximately 71%, indicating market confidence in the company's long-term growth prospects.
See More
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- Conference Participation: Satellogic will participate in-person at the ROTH London Conference from June 16-18, 2026, where CEO Emiliano Kargieman and SVP Ryan Driver will hold one-on-one meetings with investors, showcasing the company's strategic positioning in global intelligence infrastructure.
- Virtual Meeting Opportunities: Ryan Driver will also attend the Northland Growth Conference on June 23, 2026, offering virtual one-on-one meetings to enhance engagement with potential investors and increase the company's visibility in the capital markets.
- Company Background: Founded in 2010, Satellogic is building the infrastructure for Persistent Global Intelligence, utilizing high-cadence satellite data collection and AI-accelerated workflows to transition clients from episodic imagery to continuous monitoring, catering to defense and commercial market needs.
- Investor Relations Contact: Investors interested in scheduling meetings with Satellogic management can reach out to the investor relations department at ir@satellogic.com for more information to facilitate investment decisions.
See More
