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BlackSky Technology Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.370 |
| EPS actual | -$0.82 |
| EPS Surprise | -121.62% |
| Revenue estimate | 27.598M |
| Revenue actual | 20.774M |
| Revenue Surprise | -24.73% |
| Release date | Feb 26, 2026 |
| EPS estimate | -$0.250 |
| EPS actual | -$0.190 |
| EPS Surprise | 24.00% |
| Revenue estimate | 37.1M |
| Revenue actual | 35.214M |
| Revenue Surprise | -5.08% |
| Release date | Nov 06, 2025 |
| EPS estimate | -$0.370 |
| EPS actual | -$0.350 |
| EPS Surprise | 5.41% |
| Revenue estimate | 37.131M |
| Revenue actual | 19.618M |
| Revenue Surprise | -47.16% |
| Release date | Aug 07, 2025 |
| EPS estimate | -$0.490 |
| EPS actual | -$0.520 |
| EPS Surprise | -6.12% |
| Revenue estimate | 29.514M |
| Revenue actual | 22.199M |
| Revenue Surprise | -24.78% |
Last 4 Quarters for BlackSky Technology
Below you can see how BKSY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $17.21 |
| EPS estimate | -$0.490 |
| EPS actual | -$0.520 |
| EPS surprise | -6.12% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $18.86 |
| Aug 04, 2025 | $20.57 |
| Aug 05, 2025 | $18.94 |
| Aug 06, 2025 | $18.30 |
| Aug 07, 2025 | $17.21 |
| Aug 08, 2025 | $17.09 |
| Aug 11, 2025 | $17.26 |
| Aug 12, 2025 | $17.44 |
| Aug 13, 2025 | $18.49 |
| 4 days before | -8.75% |
| 4 days after | 7.44% |
| On release day | -0.697% |
| Change in period | -1.96% |
| Release date | Nov 06, 2025 |
| Price on release | $16.63 |
| EPS estimate | -$0.370 |
| EPS actual | -$0.350 |
| EPS surprise | 5.41% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $21.12 |
| Nov 03, 2025 | $20.42 |
| Nov 04, 2025 | $18.73 |
| Nov 05, 2025 | $18.78 |
| Nov 06, 2025 | $16.63 |
| Nov 07, 2025 | $16.92 |
| Nov 10, 2025 | $16.58 |
| Nov 11, 2025 | $16.07 |
| Nov 12, 2025 | $15.83 |
| 4 days before | -21.26% |
| 4 days after | -4.81% |
| On release day | 1.74% |
| Change in period | -25.05% |
| Release date | Feb 26, 2026 |
| Price on release | $19.99 |
| EPS estimate | -$0.250 |
| EPS actual | -$0.190 |
| EPS surprise | 24.00% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $19.88 |
| Feb 23, 2026 | $19.34 |
| Feb 24, 2026 | $19.71 |
| Feb 25, 2026 | $20.19 |
| Feb 26, 2026 | $19.99 |
| Feb 27, 2026 | $18.85 |
| Mar 02, 2026 | $21.61 |
| Mar 03, 2026 | $22.72 |
| Mar 04, 2026 | $24.30 |
| 4 days before | 0.553% |
| 4 days after | 21.56% |
| On release day | -5.70% |
| Change in period | 22.23% |
| Release date | May 07, 2026 |
| Price on release | $32.24 |
| EPS estimate | -$0.370 |
| EPS actual | -$0.82 |
| EPS surprise | -121.62% |
| Date | Price |
|---|---|
| May 01, 2026 | $35.55 |
| May 04, 2026 | $36.33 |
| May 05, 2026 | $35.96 |
| May 06, 2026 | $40.51 |
| May 07, 2026 | $32.24 |
| May 08, 2026 | $39.45 |
| May 11, 2026 | $41.38 |
| May 12, 2026 | $40.31 |
| May 13, 2026 | $41.15 |
| 4 days before | -9.31% |
| 4 days after | 27.64% |
| On release day | 22.36% |
| Change in period | 15.75% |
BlackSky Technology Earnings Call Transcript Summary of Q1 2026
BlackSky reported a strong start to 2026 driven by commercial activation of its Gen-3 constellation. Key investor takeaways: Gen-3 is fully operational (4 satellites on orbit, next ready to ship) and delivering 35-cm imagery with integrated real-time AI analytics (Spectra), enabling rapid customer conversion from six-figure pilots to seven- and eight-figure subscription contracts. The company increased 2026 revenue guidance to $130M–$150M (previously $120M–$145M) and raised adjusted EBITDA guidance to $12M–$24M (previously $6M–$18M), reflecting higher-margin subscription revenue expected to grow >50% (targeting a >$100M annual run rate). First-quarter revenue was $20.8M; adjusted EBITDA loss was $5.1M. Backlog was ~$351M at quarter end (rising to ~$380M with early-April wins), with roughly $90M expected to be recognized in 2026. Cash, restricted cash and short-term investments totaled $117.5M, and total liquidity exceeded $195M; FY26 CapEx guidance remains $50M–$60M. Strategic highlights include a potential multiyear, up-to-$99M AFRL contract for an advanced optical payload, continued international expansion and growing sovereign/mission solutions pipeline. Management notes EOCL (U.S. government commercial imagery) funding remains an area to monitor but says current growth is not capacity constrained and they remain on track to deploy at least 8 Gen-3s on orbit this year.
