BlackSky Technology Inc. provides real-time, space-based intelligence using a proprietary low Earth orbit satellite constellation and the BlackSky Spectra® tasking and analytics software platform. Company news centers on Gen-3 satellite imagery, AI-enabled analytics, Assured and On-Demand subscription services, and mission applications for U.S. and international government, defense, and commercial customers.
Recurring updates also cover contract awards, IDIQ technology programs, constellation expansion, advanced optical payload development, quarterly results, revenue visibility, backlog, guidance, and the mix between space-based intelligence and AI services, mission solutions, and technology programs.
BlackSky Technology (BKSY) won an expanded seven-figure Gen-3 Assured contract with an international defense partner, extending an existing customer relationship. The customer’s subscription doubled in less than six months. The relationship began with a small Gen-2 pilot before growing into a large annual Gen-3 Assured subscription with committed collection over designated areas of interest.
The latest agreement expands access to a service combining Gen-2 collection frequency with 35cm Gen-3 imagery. BlackSky described the expansion as evidence of accelerated adoption among international customers and momentum in its strategy of expanding existing customer relationships.
BlackSky Technology (NYSE: BKSY) will discuss third quarter 2026 results and its business outlook on a November 5, 2026 conference call. The live webcast and call begin at 8:30 a.m. EST. Financial results will be released earlier that day, and a replay will be archived on the company’s investor relations website.
BlackSky (BKSY) signed a seven-figure annual extension with HEO for non-Earth imaging, adding access to its Gen-3 satellite imagery. The agreement combines BlackSky’s Gen-2 and Gen-3 constellation with HEO software and analysis to support observation and tracking of objects in orbit. The partnership is entering its third year after growing from an initial short-term, six-figure pilot.
The relationship began in 2024 with integration into the HEO Inspect platform. Its automated tasking-to-delivery pipeline supports analytics for international defense and commercial operators. BlackSky said its architecture allows unused constellation capacity to serve space domain awareness missions without disrupting its primary terrestrial imaging operations.
BlackSky Technology (BKSY) won a six-figure Gen-3 On-Demand pilot imagery services contract with a new international intelligence customer. The short period-of-performance contract gives the agency flexible, global access to 35-centimeter resolution imagery for monitoring multiple locations. The service integrates automated intelligence into secure workflows using operational Gen-3 satellites.
The contract expands BlackSky's international footprint and fits its strategy of using pilots to build subscription relationships. BlackSky plans to place additional Gen-3 satellites in orbit by the end of 2026 to increase capacity and revisit rates and shorten delivery timelines.
BlackSky (NYSE: BKSY) has been named the first satellite imagery provider for SkyFi’s Satellite Intelligence app, expected on Robinhood Agent Apps in the coming weeks.
The app combines BlackSky imagery with SkyFi’s AI analytics to let retail investors monitor facilities associated with publicly traded companies. Subscribers will access four recurring data sets covering vehicle production, e-commerce fulfillment logistics, data center construction and theme park attendance. The integration builds on the existing SkyFi–BlackSky partnership, which is bringing imagery collection requests for BlackSky’s Gen-2 and Gen-3 satellites into SkyFi’s platform.
SkyFi has teamed up with Robinhood to introduce Satellite Intelligence, an Agent App expected to become available in the coming weeks. BlackSky (BKSY) is the app's first satellite imagery supplier. At launch, Robinhood Agents customers will be able to subscribe monthly to insights for monitored sites associated with Robinhood's top-traded stock symbols.
Planned coverage includes vehicle assembly yards, e-commerce fulfillment hubs, data center construction and theme park parking lots. Users will receive satellite images, analyzed data and capture timestamps through their agents. Observations are point-in-time captures, not live feeds; clouds and satellite availability can prevent scheduled captures. The observations may not reflect current conditions or company-reported results.
BlackSky (BKSY) achieved first light from its fifth Gen‑3 satellite in less than 20 hours after liftoff, sharply reducing the time from launch to mission‑ready data for customers.
The new spacecraft adds scarce 35‑centimeter very high‑resolution imaging capacity, giving users quicker access to time‑diverse imagery in fast‑moving operational environments. BlackSky says each Gen‑3 satellite costs about one‑fifth of legacy platforms while greatly increasing available capacity, enabling faster, better‑informed decisions. Gen‑3 imagery is paired with AI‑enabled analytics that automatically detect vehicles, aircraft and vessels. Additional Gen‑3 satellites are planned on orbit by the end of 2026, with Gen‑2 remaining a core part of BlackSky’s dual‑constellation, subscription‑based intelligence services.
BlackSky (BKSY) has been named the exclusive provider of very high-resolution electro-optical satellites for a new fifty-satellite, AI-enabled constellation backed by a $1 billion investment led by a consortium including Marlan Space, Loft Orbital and Mistral AI.
The constellation, announced at the International Space Summit in Paris, is designed to serve users across France, Europe and the UAE. BlackSky Gen-3 satellites will supply very high-resolution imaging within an AI-enabled intelligence platform that delivers actionable insights and alerts in seconds. The company describes the initiative as reinforcing its Mission Solutions strategy to build long-term global partnerships and sovereign space capabilities, with further details expected later this year.
BlackSky (NYSE:BKSY) has secured an international, seven-figure, multi-year contract that combines its Assured and On-Demand subscriptions, following a successful initial pilot. The expanded agreement provides the customer with integrated, low-latency Gen-2 and Gen-3 satellite imagery and AI-enabled analytics services delivered via the Spectra tasking and analytics platform.
The customer gains global coverage through an On-Demand subscription plus a parallel Assured subscription for priority regional operations. According to BlackSky, the deal increases the value of the original pilot and demonstrates growing international demand for its Gen-2 and 35-centimeter class Gen-3 constellations for mission-critical ISR needs.
BlackSky (NYSE: BKSY) reported second quarter 2026 revenue of $33.3 million, up 50% year over year, driven by record $24.5 million in space-based intelligence & AI services and strong demand for its Gen-3 offerings. International revenue grew 200% YoY, and space-based intelligence revenue increased 50% sequentially.
Total cost of sales was 27% of revenue, while operating expenses were $32.1 million. Net loss narrowed to $20.8 million from $41.2 million a year earlier. Adjusted EBITDA reached $4.7 million, a 14.2% margin. Cash, restricted cash, and short-term investments totaled $244.1 million, supported by a $150 million at-the-market equity issuance of 3.6 million shares. BlackSky reaffirmed its 2026 outlook for revenue of $130–$150 million, Adjusted EBITDA of $12–$24 million, and capital expenditures of $50–$60 million.