On Thursday, Planet Labs PBC (PL.US) surged over 20% at the opening bell, approaching its all-time high from October, currently trading at $15.60. The company reported third-quarter revenue of $81.3 million, a 33% year-over-year increase. Non-GAAP gross margin for the quarter stood at 60%. Adjusted EBITDA profit reached $5.6 million, marking the fourth consecutive quarter of adjusted EBITDA profitability. Additionally, the company achieved positive free cash flow for the third straight quarter and expects to maintain positive free cash flow for the full fiscal year.
For the fourth quarter, Planet Labs anticipates revenue between $76 million and $80 million, representing approximately 27% growth year-over-year (midpoint calculation). Non-GAAP gross margin is projected to range between 50% and 52%. However, due to increased investments in AI solutions and next-generation fleets, the company expects an adjusted EBITDA loss of $7 million to $5 million in Q4.
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