Every 10-Q that Planet Labs PBC (PL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow PL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PL filings page.
Planet Labs PBC (PL) reported strong top-line growth for the quarter ended July 31, 2026, with revenue of $116.1 million versus $73.4 million a year earlier, and six‑month revenue of $210.2 million versus $139.7 million. Growth was broad-based across regions and was led by Defense & Intelligence customers.
Despite higher operating expenses, quarterly net loss narrowed to $9.4 million from $22.6 million, though the six‑month net loss widened to $148.2 million, driven largely by a $106.5 million non‑cash loss from warrant revaluation earlier in the year. Planet ended the period with $423.6 million in cash and restricted cash, $450.3 million in short‑term investments, and reported remaining performance obligations of $753.1 million. The company strengthened its balance sheet via warrant exercises and an at‑the‑market equity program and has $460.0 million of 0.50% convertible 2030 Notes outstanding, which became convertible for a limited window after the stock price met the specified trigger.
Planet Labs PBC reported strong revenue growth but a much larger loss for the quarter ended April 30, 2026. Revenue rose to $94.2 million from $66.3 million, driven by defense and intelligence customers and broad-based geographic growth.
Net loss widened sharply to $138.9 million from $12.6 million, mainly due to a $106.5 million non-cash loss from the change in fair value of warrant liabilities and higher operating expenses, including stock-based compensation of $16.9 million. Operating cash flow remained positive at $15.4 million.
Planet ended the quarter with $375.6 million in cash, cash equivalents and restricted cash and $362.7 million of short-term investments. Warrant exercises generated $107.8 million in cash, eliminated public and private warrant liabilities, and helped lift stockholders’ equity to $443.7 million. The company also has $460.0 million of 0.50% convertible senior notes due 2030 and reported remaining performance obligations of $816.0 million.
Planet Labs PBC reported higher revenue but a wider net loss for the quarter ended October 31, 2025. Quarterly revenue rose to $81.3 million from $61.3 million a year earlier, driven by growth across North America, Asia Pacific & Japan, EMEA and Latin America, with Defense & Intelligence customers contributing the largest share. Gross profit increased to $46.6 million, and the operating loss narrowed to $18.3 million from $22.6 million as operating expenses grew more slowly than revenue.
However, a large non-cash charge from the change in fair value of warrant liabilities led to a quarterly net loss of $59.2 million, compared with a $20.1 million loss a year earlier. For the first nine months, revenue reached $220.9 million versus $182.8 million, while the net loss was $94.4 million. Liquidity strengthened, with cash, cash equivalents and short-term investments totaling about $677.3 million and remaining performance obligations of $672.5 million, alongside $446.2 million of convertible notes on the balance sheet.
Planet Labs PBC reported interim financial and operational details for the period ending July 31, 2025. The company disclosed $690.1 million of remaining performance obligations, with ~32% expected to be recognized in the next 12 months and ~57% within 24 months. Cost of revenue rose to $60.8 million (up $3.2 million), while sales and marketing fell to $33.9 million (down $11.3 million) and general and administrative decreased to $38.5 million (down $1.6 million). Accounts receivable concentration included two customers representing 24% and 11% of receivables as of July 31, 2025. The company capitalized deferred commissions of $1.0 million and $1.1 million in the three- and six-month periods, and recognized RSU stock-based compensation of $12.6 million (three months) and $23.9 million (six months). Restricted cash totaled $11.8 million. Management noted continued regulatory dependency and material risks related to satellite operations, suppliers, government contracting, and market concentration.