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Planet Labs PBC Class A (PL) earnings date & stock reaction

Planet Labs PBC Class A · IT

Planet Labs PBC Class A earnings date & time

Next earningsWed, December 9 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Thu, December 10
Reporting pattern
12 of last 12 after close
Typical move
±17.9% · 12-report avg

What the market expects

Consensus EPS

$-0.02Coming in above this counts as a beat

Guided revenue
$116M→$103M-11.2%
Full earnings calendarFrom an earnings calendar
Latest reportMay–Jul 2026 results· September 3, 2026 reported
EPS consensus -$0.02 → $0.02Rev $73M → $116M +58% YoY
Post-earnings price move
Next-day move
-1.3%
After 5 days
-10.3%
Price around earnings
Around this report
Overlapped jobs releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.Down 8% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings callRecord revenue growth driven by satellite services and AI-enabled solutions
“Planet had another outstanding quarter, delivering a record $116 million in revenue, representing approximately 58% year-over-year growth.”
· Will Marshall, CEO
“We now forecast revenue between $430 million and $441 million, reflecting year-over-year growth of 40% to 43%.”
· Ashley Johnson, CFO
Positives
  • ▲Strong Revenue and Profitability
    • Revenue for the quarter was $116.1 million, up 58% vs last year.
    • Adjusted EBITDA profit was $13.9 million, compared to $6.4 million vs last year.
  • ▲Defense and Intelligence Momentum
    • Defense and intelligence revenue grew over 90% vs last year.
    • The company secured a satellite services handover for the Swedish Armed Forces and a new German government contract.
  • ▲Robust Cash Position
    • Cash and short-term investments reached $865.4 million, up 219% vs last year.
    • Year-to-date adjusted free cash flow was $28.8 million, supporting strategic investments.
Concerns
  • ▼Margin Compression
    • Non-GAAP gross margin was 59%, down from 61% vs last year.
    • GAAP gross margin was 57%, compared to 58% vs last year.
  • ▼Slower Backlog Growth
    • Remaining Performance Obligations (RPOs) grew only 9% vs last year, significantly trailing the 58% revenue growth.
    • Backlog increased by 11% vs last year, which is lower than the current revenue growth rate.
Based on the Sep 3, 2026 earnings-call transcript. Quotes are verbatim.

Planet Labs PBC Class A (PL) rose the day after earnings in 4 of its last 12 reports (33%), moving ±17.9% on average. It has fallen despite beating the consensus estimate 5 times.

Up next day
4/12
33%
Fell despite growth
0/12
Good earnings ignored
Price when beating
-5.4%
avg over 6 beats
Price when missing
-10.6%
avg over 1 misses
Avg earnings move
±17.9%
typical swing on earnings
Biggest single move
+49.4%
'25.6 · largest reaction
🔑What actually moves this stock?
What really matters here
Satellite-data recurring revenue (ARR) and bookings
In finance terms: ARR · bookings
Growth · revenue (YoY by quarter, latest right)
+10%
25-06(Apr qtr)
+20%
25-09(Jul qtr)
+33%
25-12(Oct qtr)
+41%
26-03(Jan qtr)
+42%
26-06(Apr qtr)
+58%
26-09(Jul qtr)
Accelerating · Growth is accelerating from +10% to +58%. A good direction.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 1 of 6 beats (17%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 75% of last 12
vs IT sector avg (192 peers)
This
+2.2%
Sector
+0.9%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 5 of last 7 times (71%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth0/12

5/6 beats fell next day · watches ARR · bookings

Next-day reaction
  • Jul 2026 report-1.3%
  • Apr 2026 report-26.0%
  • Jan 2026 report+25.5%
  • Oct 2025 report+35.0%
  • Jul 2025 report-6.6%
  • Apr 2025 report+49.4%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

May–Jul 2026 results
Reported 2026-09-03
Next-day move
-1.3%
After 5 days -10.3%
EPS consensus -$0.02 → $0.02Rev $73M → $116M +58% YoY
Next-Q guidance-11%· ~$0.1B est.
Price around earnings
Around this report
Overlapped jobs releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.Down 8% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$0.02
'23.12'26.9
Revenue$0.1BYoY +58%
'23.12'26.9

Earnings history and price reaction

Planet Labs PBC Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
7/20262026-09-03—-1.3%-10.3%
4/20262026-06-04—-26.0%-21.5%
1/20262026-03-19—+25.5%+20.2%
10/20252025-12-10—+35.0%+27.3%
7/20252025-09-08—-6.6%+2.1%
4/20252025-06-04—+49.4%+36.1%

12 reports, quarters ending 10/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Planet Labs PBC Class A earnings date?

The next Planet Labs PBC Class A (PL) earnings report is expected Wed, December 9 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Planet Labs PBC Class A's next earnings?

Analysts expect EPS of about $-0.02 for Planet Labs PBC Class A (PL). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Planet Labs PBC Class A (PL) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 4 of them (33%). The average move on earnings day was ±17.9%.

Does Planet Labs PBC Class A react more to the earnings numbers or to guidance?

In 5 of the last 7 reports (71%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Does Planet Labs PBC Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 25% of the time. This tendency is known as post-earnings announcement drift.