Planet Labs Pbc · NYSE:PL
Planet Labs Pbc — dMY Technology Group, Inc. IV — SPAC Merger (September 2021)
83 slides from Planet Labs Pbc's SPAC merger presentation, Sep 22, 2021
Slide 1: Analyst Day September 2021
Analyst Day September 2021Analyst Day September 2021
Slide 2: Disclaimers
Disclaimers About this Presentation This confidential presentation (this “Presentation”) relates to a proposed business combination (the “Business Combination”) between dMY Technology Group, Inc. IV (“dMY”) and Planet Labs, Inc. (the “Company”). The information contained herein does not purport to b
Slide 3: Agenda
Brief Q&A to be held after each session. Extended Vision & Opportunity - Will Marshall, Co-Founder and CEO Q&A to be held at the end of the event. Agile Space Missions - Robbie Schingler, Co-Founder and Chief Strategy Officer Go-to-Market and Product - Kevin Weil, President of Product and Business Pr
Slide 4: Sponsor Introduction
Sponsor Introduction Niccolo de Masi, CEO of dMY IV GULF OF OMAN, IRAN • June 3, 2021Sponsor Introduction Niccolo de Masi, CEO of dMY IV GULF OF OMAN, IRAN • June 3, 2021
Slide 5: Vision & Opportunity
Vision & Opportunity Will Marshall, CEO & Co-founder MAILUU-SUU, KyrgyzstanVision & Opportunity Will Marshall, CEO & Co-founder MAILUU-SUU, Kyrgyzstan
Slide 6: Planet is a One-to-Many Data Platform
Vision & Opportunity Planet is a One-to-Many Data Platform 25TB 50M+ Daily, Global Most Frequent Cadence Largest Fleet One-to-Many Model Data Captured Daily Detections 1 → Up to 10 revisits/day → 10x competition → Uniquely Scalable Scanning → Revolutionary 700+ 70%+ Global Scale Business Metrics of
Slide 7: Planet is 'the Bloomberg Terminal' for Earth Data
Vision & Opportunity Planet is ‘the Bloomberg Terminal’ for Earth Data 7 7Vision & Opportunity Planet is ‘the Bloomberg Terminal’ for Earth Data 7 7
Slide 8: Planet's Data is Mission Critical to Many Verticals
Vision & Opportunity Planet’s Data is Mission Critical to Many Verticals A paper company can A field of crops A plane departs monitor their shows early signs of infestation… from a location of interest… supply chain... and track deforestation, and a farmer and a government a cause of up to 20% of sav
Slide 9: Planet is at the Center of Two Multi-Trillion Dollar Global Economic Shifts
Vision & Opportunity Planet is at the Center of Two Multi-Trillion Dollar Global Economic Shifts $100 T $53 T Cumulative value Global ESG 1 2 created by 2025 assets by 2025 DIGITAL SUSTAINABILITY TRANSFORMATION TRANSFORMATION Big Data & AI are unleashing a significant Planet can help countries measur
Slide 10: Highly Diversified Revenue Base
Vision & Opportunity Highly Diversified Revenue Base Revenue by Vertical FY2021A 14% Other 23% R E V E N U E Agriculture $113 MM 17% Mapping 24% Civil 22% Defense & Intelligence 10 Note: Planet has a Fiscal Year (FY) ending January 31. Vision & Opportunity Highly Diversified Revenue Base Revenue by Ve
Slide 11: Planet's Leadership Position
Vision & Opportunity Planet’s Leadership Position Daily, Global Scanning Most Daily Largest Fleet One-to-Many Model → Revolutionary → 10x competition Area Coverage → Uniquely Scalable → 100x competition DATA SCALE BUSINESS SCALE Compared to other earth observation SPACs Compared to other earth obser
Slide 12: Proven Innovator with Multiple Compounding Moats
Vision & Opportunity MOAT 3 Proven Innovator Platform and with Multiple Compounding Moats Analytics ✔ Cloud APIs & integrations✔ Faster iteration ✔ More satellites ✔ AI & ML-ready ✔ Easily add sensors ✔ Huge data archive for ML training MOAT 2 Proprietary Big Data MOAT 1 ✔ Feedback from Customer use
Slide 13: Multiple Levers for Growth
Vision & Opportunity Multiple Levers for Growth Scale in Expand into Platform New Sensors Established New Vertical Ecosystem & Data Verticals Markets Proliferate APIs and Meet market demand cultivate a robust apps with new proprietary Such as Agriculture, Such as Forestry, Energy, ecosystem data Def
Slide 14: World Class Team
Vision & Opportunity World Class Team William Marshall Ashley Fieglein Johnson Kevin Weil Chief Executive Officer, Chief Financial and President, Product and Co-Founder Operating Officer Business Amy Keating Robbie Schingler Charlie Candy Chief Legal Officer Chief Strategy Officer, Chief Revenue Officer
Slide 15: Agile Space Missions
Agile Space Missions Robbie Schingler Co-Founder & Chief Strategy Officer Agile Space Missions Robbie Schingler Co-Founder & Chief Strategy Officer
Slide 16: Planet is Years Ahead of the Competition
Agile Space Missions Planet is Years Ahead of the Competition A Scaled Next Generation Commercial Geospatial Data Company ML-Ready, Application Harmonized Operational Business Operational Satellite Ecosystem Prototype Data Constellation Satellite Satellite Image Other New Space EO Providers Today 20
Slide 17: Optimizing for Speed, Agility and Efficiency
Agile Space Missions Optimizing for Speed, Agility and Efficiency Automated Mission Control Agile Aerospace & Modular Architecture Agile Agile Space Space Missions Missions Launch & Ground Stations Just In Time Manufacturing 18Agile Space Missions Optimizing for Speed, Agility and Efficiency Automated
Slide 18: Agile Space Missions
Agile Space MissionsAgile Space Missions
Slide 19: Satellite Fleets Designed for Cost Advantage and Operational Efficiency
Agile Space Missions Satellite Fleets Designed for Cost Advantage and Operational Efficiency Doves (PlanetScope) Operating the Largest ~200 5 Commercial Constellation SATELLITES GSD CAPACITY 2 ~180 3.7 m >300 M km /day of EO Satellites 8 band SkySat 5 SATELLITES GSD REVISITS 21 0.5 m 10x/day on avera
Slide 20: Monitoring Global Emissions with Hyperspectral
Agile Space Missions Monitoring Global Emissions with Hyperspectral 26 Note: Approximately 90% of all methane emissions will be made visible from space, per JBL. Methane is 2 of the 400 Fidelity bands.Agile Space Missions Monitoring Global Emissions with Hyperspectral 26 Note: Approximately 90% of a
Slide 21: Monitoring Global Emissions with Hyperspectral
Agile Space Missions Monitoring Global Emissions with Hyperspectral Planet’s First Non-Optical Sensor Frontier, Groundbreaking Technology Insights, Solutions Applications 400 Spectral Bands with Detection of a large methane plume Diversity of Commercial Applications due to gas compressor blowout Enh
Slide 22: Go-to-Market & Product
Go-to-Market & Product Kevin Weil President of Product & Business SPACEPORT AMERICA • New MexicoGo-to-Market & Product Kevin Weil President of Product & Business SPACEPORT AMERICA • New Mexico
Slide 23: Our Mission
GTM & Product Our Mission To image the whole world every day, making change Visible, Accessible, and Actionable A local fisherman looks at @planet satellite imagery of his reef in Papua New Guinea. 30GTM & Product Our Mission To image the whole world every day, making change Visible, Accessible, and
Slide 24: Visible
GTM & Product Visible Planet operates 10x the satellites of any competitor Agile aerospace means progress compounds more rapidly We have a multi-year lead and are accelerating 31GTM & Product Visible Planet operates 10x the satellites of any competitor Agile aerospace means progress compounds more r
Slide 25: Accessible
GTM & Product Accessible Planet is building a platform on top of our proprietary data, INDICATORS for partners and customers Each step makes the data INSIGHTS easier to use, shortens time to value, and increases addressable market opportunity PLANETARY VARIABLES Today we are expanding into ANALYSIS
Slide 26: Accessible
GTM & Product Accessible Planet is building a platform on top of our proprietary data, INDICATORS for partners and customers GDP Carbon Commodity UN Insurance Water Population Estimates Sequestration Prices SDGs Risk Availability Each step makes the data INSIGHTS Asset Supply Crop Crop Summary Econo
Slide 27: Actionable
GTM & Product Actionable Build an incredible ecosystem for partners... Open APIs Open standards Meeting partners and customers where they are Integrating into their workflows ...and, build our own world-class product: Planet Explorer 38GTM & Product Actionable Build an incredible ecosystem for partne
Slide 28: Established Subscription Business Across Many Large Verticals
GTM & Product Established Subscription Business Across Many Large Verticals DEFENSE & MAPPING / AGRICULTURE CIVIL FORESTRY ENERGY FINANCE INSURANCE INTELLIGENCE INTERNET • Variable Rate Seeding / • Security & Safety • Permitting & Code • Topography • Depletion • Monitoring • ESG Metrics • Imagery an
Slide 29: Agriculture
GTM & Product Commodity Prices Agriculture Crop Yield Crop Biomass Fusion + NDVI Monitoring CUSTOMER VALUE EXAMPLE USE CASES ✔ Less time in the field ● Monitoring ✔ Less crop damage ● Variable rate seeding ✔ Greater cost-efficiency ● Crop yield ✔ Greater revenue ● Directed scouting ● Harvest planning
Slide 30: Defense and Intelligence
GTM & Product Population Defense and Summary Stats Change Detection ML-Ready Intelligence Tasking CUSTOMER VALUE EXAMPLE USE CASES ✔ Security ● Change detection ✔ Safety ● Tip and cue ✔ Domain awareness ● Object identification ✔ Transparency ● Emergency response ✔ Lives saved ● Resource monitoring SE
Slide 31: Civil Government
GTM & Product Carbon Sequestration Civil Economic Activity Land Cover Basemaps Government Monitoring CUSTOMER VALUE EXAMPLE USE CASES ✔ Greater revenue ● Environmental monitoring ✔ Decrease disaster impact ● Permitting/code enforcement ✔ Natural resource protection ● Disaster management ✔ Greater va
Slide 32: Finance
GTM & Product ESG Scoring Finance Asset Monitoring Change Detection CUSTOMER VALUE EXAMPLE USE CASES ✔ Alpha ● Asset monitoring ✔ Economic insight ● Risk calculation ✔ Global visibility ● Commodity pricing ✔ Ground truth ● Yield estimation ● ESG scoring SELECT CUSTOMERS 43
Slide 33: Highly Diversified and Differentiated Revenue Base
GTM & Product Highly Diversified and Differentiated Revenue Base Revenue by Vertical FY2021A FY2026E R E V E N U E 25% R E V E N U E 7% Agriculture 14% 23% $113 MM $693 MM Channel 17% 24% 10% Finance 22% 17% Civil Govt. 10% Energy 15% Defense 44 Note: Planet has a Fiscal Year (FY) ending January 31.
Slide 34: Product Demo
Product Demo Tanya Harrison Director of Science Strategy ICY SUMY OBLAST, UkraineProduct Demo Tanya Harrison Director of Science Strategy ICY SUMY OBLAST, Ukraine
Slide 35: Planet Explorer & Tasking Dashboard
UNDER REVIEW Sales Coverage Strategy BY CC Planet Explorer & Tasking Dashboard 46UNDER REVIEW Sales Coverage Strategy BY CC Planet Explorer & Tasking Dashboard 46
Slide 36: Sensor data fusion of Sentinel-2, Dove & Landsat-8
Product Demonstration Sensor data fusion of Sentinel-2, Dove & Landsat-8 Planet Fusion Planetscope Daily Planet Fusion 47Product Demonstration Sensor data fusion of Sentinel-2, Dove & Landsat-8 Planet Fusion Planetscope Daily Planet Fusion 47
Slide 37: Planet Fusion
Product Demonstration Planet Fusion Stable Spectral Information, Exactly When You Need It Daily (gap-free) tracking of vegetation dynamics Continuous stream of data that is cloud-free, gap-filled, and 1 traceable at the pixel level. Validation by measurements on the ground PS L3H 0 Fusion ground 2017
Slide 38: Planet Analytics Feeds
Product Demonstration Planet Analytics Feeds Identify. Detect. Analyze. ● Global, regional, and local scales ● Weekly, monthly, or quarterly feeds using computer vision, machine learning, and Planet Basemaps ○ Roads ○ Buildings ○ Well pads ○ Silo bags ○ Vessels ○ Aircraft ○ Automated change detectio
Slide 39: Settlement Growth in Syria
Product Demonstration Settlement Growth in Syria Infrastructure Monitoring on a Monthly Basis 50Product Demonstration Settlement Growth in Syria Infrastructure Monitoring on a Monthly Basis 50
Slide 40: Our Partner Ecosystem in Action
Product Demonstration Our Partner Ecosystem in Action SpaceKnow: Urban Growth Analysis Using SkySat ● SpaceKnow’s machine learning tools automatically detect where buildings and roads have been built or removed ● Proprietary algorithm that segments land into Water, Roads, Urban, Non-urban, Clouds, T
Slide 41: Our Customers in Action
Product Demonstration Our Customers in Action NASA’s COVID-19 Dashboard: Analytics from Planetscope 52Product Demonstration Our Customers in Action NASA’s COVID-19 Dashboard: Analytics from Planetscope 52
Slide 42: Research with Planet Data
Product Demonstration Research with Planet Data Predicting cell phone Methane emissions Income & inequality Effects of climate adoption metrics from wetlands mapping change in the Arctic Catching landslides Mapping urban air Measure effects of Tracking plastic in & floods quality over time earthquake
Slide 43: Sales Strategy
Sales Strategy Charlie Candy Chief Revenue Officer MAILUU-SUU, KyrgyzstanSales Strategy Charlie Candy Chief Revenue Officer MAILUU-SUU, Kyrgyzstan
Slide 44: Sales Organization
Sales Strategy Sales Organization Global SaaS Enterprise Model - Winning & Serving Customers Adopt & Renew Land & Expand SALES CUSTOMER AEs SUCCESS Geo Teams • Gov Sales • Strategic Accounts • SME • CSM’s Channel • BD • Inside Sales • Sales Ops • Support • Pro Serve GLOBAL SUPPORT TEAMS PROCESSES ME
Slide 45: Established Network of Leading Partners
Sales Coverage Strategy Established Network of Leading Partners 200+ Partner Network Spanning Across 66 Countries • Consists of solution providers, OEM partners, and GIS Platform Companies • All have deep expertise building last-mile vertical solutions using satellite imagery and geospatial data Our
Slide 46: Driving Sales Productivity
Sales Coverage Strategy Driving Sales Productivity Core Areas of Focus Targeted Extend Strategic Increase AE Further investment Leverage Business Verticalization to Accounts Program headcount with Tier in Sales Development to align resources with to serve largest 1 account focus to Enablement and en
Slide 47: Consistently Adding New Customers
Sales Coverage Strategy Consistently Adding New Customers 732 EoP Customer Count 669 618 563 539 470 442 426 366 316 FY21 FY22 FY20 59Sales Coverage Strategy Consistently Adding New Customers 732 EoP Customer Count 669 618 563 539 470 442 426 366 316 FY21 FY22 FY20 59
Slide 48: How Customers Explore and Expand: Civil Government
Sales Coverage Strategy How Customers Explore and Expand Case Study: Civil Government +1,000% QoQ ACV Expansion Planet Data → Change Detection → $1.3M ACV Expansion: Characterizing Landscape Customer Recognizes Unique Capability → Single Source Procurement Provider → Planet Use Case Expansion: Natur
Slide 49: How Customers Explore and Expand: Commercial Agriculture
Sales Coverage Strategy How Customers Explore and Expand Case Study: Commercial Agriculture +25% ACV TODAY Planet Data → Algorithms → Detect Shifts in Vegetation Health Expansion +$8M +2 Products +87% ACV Expansion PS Basemaps & SS Flexible Tasking ACV Translating Planet Data 5 +270% ACV Expansion i
Slide 50: Shifting Customer Mix As We Expand TAM
Sales Coverage Strategy Shifting Customer Mix As We Expand TAM Note: Planet has a Fiscal Year ending January 31. 62 Note: Analysis excl. Short-Term Deals 1 ACV of customers with >$10m of ACV for customersSales Coverage Strategy Shifting Customer Mix As We Expand TAM Note: Planet has a Fiscal Year en
Slide 51: Strategic & Government Account Teams Sustain Growth in >$1M Customers
Sales Coverage Strategy Strategic & Government Account Teams Sustain Growth in >$1M Customers >50% CAGR¹ IN >$1M ACV CUSTOMER COUNT OVER 40 DEALS IN THE PIPELINE >$1M ACV 63 1 Evaluated over fiscal periods 4Q’20-2Q’22 Sales Coverage Strategy Strategic & Government Account Teams Sustain Growth in >$1M
Slide 52: Pipeline Growth
Sales Coverage Strategy Pipeline Growth Qualified Pipeline in Priority Industry Segments 45% Year-Over-Year 1 Pipeline Growth 3% METRICS M 37% 5% E ECONOMIC BUYER D DECISION MAKER 11% DECISION CRITERIA D PAPER PROCESS P IDENTIFIED PAIN I 13% 16% CHAMPION C COMPETITION C 64 Note:Pipeline by industry s
Slide 53: Customer Testimonials
Customer Testimonials SALT LAKE, ChinaCustomer Testimonials SALT LAKE, China
Slide 54: Evolution of Geospatial
Evolution of Geospatial Robert Cardillo Chief Strategist and Chairman of Planet Federal SOUTH AUSTRALIA, AUSTRALIAEvolution of Geospatial Robert Cardillo Chief Strategist and Chairman of Planet Federal SOUTH AUSTRALIA, AUSTRALIA
Slide 55: Planet is Transforming the Industry
E Ev volution of Geosp olution of Geospatial atial Planet is Transforming the Industry Democratizing Fueling the Machine Unleashing Global Location Intelligence Learning Engine Applications 68E Ev volution of Geosp olution of Geospatial atial Planet is Transforming the Industry Democratizing Fueling
Slide 56: Presenting the President's Daily Brief
E Ev volution of Geosp olution of Geospatial atial Presenting the President’s Daily Brief Official White House Photo by Pete Souza 69E Ev volution of Geosp olution of Geospatial atial Presenting the President’s Daily Brief Official White House Photo by Pete Souza 69
Slide 57: How Geospatial Started
Evolution of Geospatial First image taken by CORONA satellite and successfully retrieved from return capsule. Shows Mys Shmidta Air Field, USSR, 18 Aug 1960. How Geospatial Started Image courtesy Johns Hopkins Applied Physics Laboratory Image courtesy National Reconnaissance OfficeEvolution of Geosp
Slide 58: Space was hard then — and is still hard
E Ev volution of Geosp olution of Geospatial atial Space was hard then — and is still hard... U.S. Air Force photo 71
Slide 59: The Age of Spatial Resolution
Evolution of Geospatial The Age of Spatial Resolution Image courtesy Wikimedia Commons Planet (SkySat)Evolution of Geospatial The Age of Spatial Resolution Image courtesy Wikimedia Commons Planet (SkySat)
Slide 60: The Challenge of Coverage
E Ev volution of Geosp olution of Geospatial atial The Challenge of Coverage Image courtesy National Reconnaissance Office Photo: TASS 73E Ev volution of Geosp olution of Geospatial atial The Challenge of Coverage Image courtesy National Reconnaissance Office Photo: TASS 73
Slide 61: Covering the Clock
Evolution of Geospatial Covering the Clock 11:53 a.m 12:11 p.m. 1:59 p.m. 2:30 p.m. 2:51 p.m. 3:07 p.m. 5:12 p.m. TRAIN DEPOT Slyudyanka, Russia September 28, 2020Evolution of Geospatial Covering the Clock 11:53 a.m 12:11 p.m. 1:59 p.m. 2:30 p.m. 2:51 p.m. 3:07 p.m. 5:12 p.m. TRAIN DEPOT Slyudyanka,
Slide 62: National Geospatial Intelligence Agency
E Ev volution of Geosp olution of Geospatial atial National Geospatial Intelligence Agency Image courtesy National Geospatial-Intelligence Agency 75E Ev volution of Geosp olution of Geospatial atial National Geospatial Intelligence Agency Image courtesy National Geospatial-Intelligence Agency 75
Slide 63: Every Day — Everywhere
Evolution of Geospatial Every Day — Everywhere Monthly Basemaps of a Port Under Construction in Mauritania, Africa September 2017 - April, 2021Evolution of Geospatial Every Day — Everywhere Monthly Basemaps of a Port Under Construction in Mauritania, Africa September 2017 - April, 2021
Slide 64: Radio Free Asia, 2021
Radio Free Asia, 2021Radio Free Asia, 2021
Slide 65: How it started... How it's going...
Agile Space Missions How it started... How it’s going... Image from the US National Archives U.S. Strategic Command (USSTRATCOM) Photo By: Adam HartmanAgile Space Missions How it started... How it’s going... Image from the US National Archives U.S. Strategic Command (USSTRATCOM) Photo By: Adam Hartm
Slide 66: Sustainability & Impact
Sustainability & Impact Andrew Zolli VP of Sustainability and Global Impact Northern Manitoba, CanadaSustainability & Impact Andrew Zolli VP of Sustainability and Global Impact Northern Manitoba, Canada
Slide 67: Our Opportunity
Sustainability & Impact Our Opportunity: to set the standards by which governments, organizations and markets measure, act, report and are held accountable for their sustainability-related progress. 14 of 17 ESG-focused Corporate The Paris UN SDGs Institutions NetZero Plans Climate AgreementSustaina
Slide 68: Three Ways Planet Drives Sustainability
Sustainability & Impact Three Ways Planet Drives Sustainability Measuring and Monitoring Improving Transparency Enabling Sustainable, Inclusive Social and Ecological Change and Reporting and Efficient Operations Planet’s data is an essential tool Our data can help asset-holders Our data can power tru
Slide 69: sort TREEHEIGHT TAU
sort TREEHEIGHT TAU & SALO SCIENCES (planet
Slide 70: TRUCKEE
TRUCKEE GRASS VALLEY yugacrry LAKE TAHOE coun SACRAMENTO PLACERVILLE
Slide 71: Philanthropies Governments Companies
Philanthropies Governments CompaniesPhilanthropies Governments Companies
Slide 72: Moody's Our Latest Partnership
Sustainability & Impact Moodys Our Latest Partnership 87Sustainability & Impact Moodys Our Latest Partnership 87
Slide 73: Financials
Financials Ashley Johnson Chief Financial and Operating Officer DATONG, CHINAFinancials Ashley Johnson Chief Financial and Operating Officer DATONG, CHINA
Slide 74: Compelling Subscription KPIs
Financials Compelling Subscription KPIs Predictable Subscription Long Term Multi- Track Record of Upsell Diverse Customer Base and Usage-Based Model Year Contracts Expansion Across Multiple Verticals 90%+ 70%+ 110%+ 700+ 1 Recurring Multi-Year Net Dollar Customers 2 Deals Retention Rate Across Multi
Slide 75: Strong Growth Over the Last Years
Financials Strong Growth Over the Last 5 Years… 1 Consolidated Revenue ACV Breakdown ($ in millions) st Fiscal Year Ended January 31 Recurring 8% Other $113 $96 92% $73 $66 >1 Year $43 <=1 Year 27% 73% CY16 CY17 CY18 FY20 FY21 Note: Fiscal year changed from December 31st to January 31st in 2019. 1 9
Slide 76: Quarterly Revenue Trend
Financials Quarterly Revenue Trend ($ in millions) YoY Growth % A 15-32% A 6% 10% 41% 19% 8-16% 7% Quarterly Variability A 19% driven by customer consumption patterns and procurement cycles. 92Financials Quarterly Revenue Trend ($ in millions) YoY Growth % A 15-32% A 6% 10% 41% 19% 8-16% 7% Quarterl
Slide 77: Strong Visibility to Revenue Based on Subscription Model
Financials Strong Visibility to Revenue Based on Subscription Model 85% - 95% Visibility for Topline Heading into Each Quarter. 93 Note: 3Q’22 Committed Revenue impacted by the discontinuation of services to a government customer that ceased to exist beginning in August 2021. Revenue ($Millions)Fina
Slide 78: Net Dollar Retention Rate
Financials Net Dollar Retention Rate Measuring Product Adoption and Long-Term Customer Retention 14% Year-Over-Year 1 Growth Winback: a customer who was inactive at the start of the fiscal year, but reactivated during the same fiscal year period. Reactivation period must be within 24 months from the l
Slide 79: Revenue Bridge to FY'23
Financials Revenue Bridge to FY’23 FY’21FY’23E 21 46 Average Quota Carrying Reps (Ramped) $2.9m $2.1m Effective Quota Attainment Per Rep 113% 116% Net Dollar Retention Rate 95Financials Revenue Bridge to FY’23 FY’21FY’23E 21 46 Average Quota Carrying Reps (Ramped) $2.9m $2.1m Effective Quota Attainm
Slide 80: Multiple Levers to Accelerate Revenue
Financials Multiple Levers to Accelerate Revenue $289m Grow Customer Success A B headcount by ~2x to drive customer retention and upsell 65% of FY2022E revenue from Grow Software Engineering B committed Increase Sales Account Executives headcount by ~2x and contracts by ~2.5x develop wide distributi
Slide 81: Path to Significant Scale with Compelling Unit Economics
Financials Path to Significant Scale with Compelling Unit Economics Consolidated Revenue ($ in millions) $693 A A $449 A $289 $191 $130 $113 A 65% of FY2022E revenue from committed contracts FY21 FY22 FY23 FY24 FY25 FY26 PlanetScope (~73% of B 1 Gross Profit FY2021A Revenue) had gross 74% margins of
Slide 82: A Business with Strong Operating Leverage
Financials A Business with Strong Operating Leverage 1 Description Commentary Long-Term Target ▪ Cloud Hosting Costs ▪ Low incremental cost to serve a data subscription 15-20% ▪ Mission Operations Teams model COGS ▪ Technical Support ▪ Self-serve model drives high gross margins ▪ Professional Servic
Slide 83: Lab Tour
Lab Tour James Mason SVP Space Systems Chester Gillmore VP Manufacturing Mark Longanbach VP Mission Operations DATONG, CHINALab Tour James Mason SVP Space Systems Chester Gillmore VP Manufacturing Mark Longanbach VP Mission Operations DATONG, CHINA Additional Information and Where to Find It In conn
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