Satellogic Inc. · NASDAQ:SATL
Satellogic — Investor Presentation (September 2026)
24 slides from Satellogic's investor presentation, September 2026
Slide 1: The Infrastructure to Power Persistent Global Intelligence
The Infrastructure to Power Persistent Global Intelligence Discover · Monitor · Operate INVESTOR PRESENTATION September 2026 NASDAQ: SATL
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER Disclaimers and Other Important Information This presentation (this “Presentation”) was prepared solely by, and is being provided by, Satellogic Inc. (“Satellogic” or the “Company”) for informational purposes only. By reviewing or reading this Presentation, you will be deemed to hav
Slide 3: Forward-Looking Statements & Non-GAAP Measures
FORWARD-LOOKING STATEMENTS & NON-GAAP MEASURES Forward-Looking Statements Legend This Presentation contains “forward-looking statements” within the meaning of the U.S. federal securities laws. The words “anticipate”, “believe”, “continue”, “could”, “estimate”, “expect”, “intends”, “may”, “might”, “p
Slide 4: The Inflection is Underway
The Inflection is Underway Sovereign demand, platform adoption, and financial performance are accelerating simultaneously. Fiery Cross Reef, Spratly Islands Strategic Airfield and Maritime Operations Hub 4
Slide 5: Financial Performance: Q2 2026
FINANCIAL PERFORMANCE: Q2 2026 +259% $0.3M $2.8M REVENUE YoY GROWTH OPERATING INCOME ADJ. EBITDA Q2 Total $15.9M first positive quarter +$6.6M YoY first positive quarter +$6.7M YoY $112.8M $80.7M 82% CASH & EQUIVALENTS REMAINING PERF. OBLIGATIONS (RPO) GROSS MARGIN vs. $94.4M at YE 2025 as of Q2 202
Slide 6: Powerful Momentum
POWERFUL MOMENTUM Q2 2026 PROOF POINTS AND MOMENTUM Why Now 1. Sovereign & Defense Wins Accelerating • Portugal CEiiA: first of two satellites delivered ($18M program) • May 2026: >$18M international defense agreement — one-year persistent EO with full-scale path 50+ sovereigns now fund • Apr 2026:
Slide 7: The Market Is Transitioning Quickly Based on Demand
THE MARKET IS TRANSITIONING QUICKLY BASED ON DEMAND LEGACY EARTH OBSERVATION PERSISTENT GLOBAL INTELLIGENCE REQUEST REQUIREMENT "Get me an image of X." "Identify & monitor X continuously." OUTPUT OUTPUT Fragmented snapshots Uninterrupted signal streams CONSTRAINT VALUE Breaks in cadence Assured situ
Slide 8: We build the infrastructure to power Persistent Global Intelligence
Port of Koper, Slovenia Critical Adriatic Port Supporting European Supply Chains We build the infrastructure to power Persistent Global Intelligence: continuous, proactive awareness of the places, assets, and activities that matter. 8 4 8
Slide 9: Market Positioning: Key Points of Differentiation
MARKET POSITIONING: KEY POINTS OF DIFFERENTIATION Best In Class Radical Cost Sovereign AI-Accelerated, On the Technology Stack Leadership Solutions Ground & In Orbit Full-stack, mission- Vertical integration + Dedicated capacity for allied Onboard AI collapses the optimized constellation. patented o
Slide 10: Evolving Customer Engagement
Evolving Customer Engagement A land-and-expand path — from on-demand imagery to a fully sovereign space capability. ENTRY POINT EXPANSION STRATEGIC PARTNERSHIP Imagery Access Persistent Monitoring Sovereign Intelligence On-demand collection and archive imagery Subscription-based monitoring with Buil
Slide 11: Persistent Global Intelligence Infrastructure
Persistent Global Intelligence Infrastructure The foundation for persistent intelligence operations. Ongoing decision advantage comes from infrastructure that is scalable, secure, reliable, and able to evolve as the market moves. 11
Slide 12: The Infrastructure Behind Persistent Intelligence
THE INFRASTRUCTURE BEHIND PERSISTENT INTELLIGENCE OPERATIONAL MONITORING GLOBAL AWARENESS PRECISION COLLECTION NewSat Mark V & VI | 50 cm GSD Merlin | 1 m class NextGen | 30 cm class Operational Launching October 2026 In Development Persistent Monitoring at See Everything, Every Day. Confirm. Charac
Slide 13: Merlin: On Schedule for October 2026 Launch Window
MERLIN: ON SCHEDULE FOR OCTOBER 2026 LAUNCH WINDOW FLIGHT HARDWARE Merlin-01 fully integrated in our facility on our flight-proven NewSat line. QUALIFICATION COMPLETE Passed thermal-vacuum, vibration, and functional testing; ready to ship to launcher. LAUNCH ON TRACK Initiates deployment of our dail
Slide 14: Product Portfolio
Product Portfolio Integrated solutions spanning collection, monitoring, analytics, and sovereign infrastructure Doraleh Port, Djibouti PLA Overseas Support Base and Adjacent Port Infrastructure 14
Slide 15: Data & Analytics
DATA & ANALYTICS From Reactive Tasking to Persistent Intelligence WHAT WE DELIVER WHY WE WIN ON-DEMAND TASKING CAPABILITY LEGACY SATELLOGIC High-resolution multispectral tasking Cost per scene / with global coverage and industry-leading capacity. Costly ✓ Industry-leading km² 50cm SR | 4-band R,G,B,
Slide 16: Space Systems
SPACE SYSTEMS Capital Efficient, Proven, High-Quality Earth Observation Satellite Missions Fastest purchase-to-orbit for sub-meter optical satellites THE OFFER PROVEN GLOBAL FOOTPRINT DELIVERY Flexible, including in-orbit transfer United States Navy Slingshot Program RESOLUTIONS 30cm, 50cm, 70cm, 1m
Slide 17: Competitive Overview
COMPETITIVE OVERVIEW DATA & SPACE DIMENSIONS ANALYTICS SYSTEMS A leading commercial provider combining Vertically integrated, non-ITAR by design LANDSCAPE resolution, revisit, and continuous capture platform — bus, payload, operations, and at global scale. training. NATO allies committed to 5% GDP d
Slide 18: Positioned for the Next Phase of Growth
Positioned for the Next Phase of Growth Leadership, governance, and operational execution Yulin Naval Base, Hainan Island, China CV-17 Shandong docked at berth 18
Slide 19: Executive Leadership Team
EXECUTIVE LEADERSHIP TEAM VICE ADMIRAL FRANK D. “TREY” EMILIANO KARGIEMAN CAITLIN KONTGIS CEO & Founder WHITWORTH, USN (RET.) Chief of Staff President DUSTIN GREER GERARDO RICHARTE RYAN DRIVER Interim CFO & Chief Architect & Founder SVP, Strategy & SVP, Corporate Controller Corporate Development ALA
Slide 20: Board of Directors & Senior Advisors
BOARD OF DIRECTORS & SENIOR ADVISORS STEVEN T. MNUCHIN GEN. LTG Founder and Managing Partner, JOSEPH F. DUNFORD JR. (RET.) MICHAEL E. WILLIAMSON (RET.) Liberty Strategic Capital Senior Managing Director, Global Strategic Advisor, Liberty Strategic Capital Lockheed Martin KELLY KENNEDY TED WANG TOM K
Slide 21: Key Takeaways
KEY TAKEAWAYS Financial Inflection Achieved: Record Q2 revenue and positive Adjusted EBITDA prove the operating leverage of 1 our business model. The PGI Market Shift: The industry is moving from transactional imagery to always-on monitoring. 2 Satellogic builds, owns, and operates the infrastructur
Slide 22: Analyst Coverage & Capital Markets
ANALYST COVERAGE & CAPITAL MARKETS NASDAQ: SATL Satellogic Inc. CONSENSUS RATING FINANCIAL SNAPSHOT · AS OF JUNE 30, 2026 (Q2 CLOSE) Share Price (52-Wk) $1.26 – $12.00 BUY 5 of 5 Sell-Side Firms Market Cap (52-Wk) $0.18B – $1.72B Avg. Daily Volume (90 day avg.) 10.5M shares AVG PRICE TARGET (as of J
Slide 23: Investor and Media Relations
NASDAQ: SATL INVESTOR RELATIONS MEDIA RELATIONS Satellogic Inc. Satellogic Inc. ir@satellogic.com pr@satellogic.com www.satellogic.com IR AGENCY MZ Group — Chris Tyson / Larry Holub SATL@mzgroup.us · (949) 491-8235 23
Slide 24: Reconciliation of Non-GAAP Measures: Adjusted EBITDA to US GAAP
RECONCILIATION OF NON-GAAP MEASURES: ADJUSTED EBITDA TO US GAAP (in thousands of U.S. dollars) Q2 2026 Q2 2025 Net loss available to stockholders $(20,049) $(6,652) Interest income, net (2) (1,003) (285) Income tax (benefit) expense 1,939 (40) Depreciation 1,145 1,848 Non-GAAP EBITDA $(17,968) $(5,1