Compare Companies
| Field | 🇰🇷 ContecKOSDAQ: 451760 | 🇺🇸 Planet LabsNYSE: PL | 🇺🇸 BlackSky TechnologyNYSE: BKSY | 🇺🇸 Rocket LabNASDAQ: RKLB |
|---|---|---|---|---|
| Type | public | public | public | public |
| Country | 🇰🇷 South Korea | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 2015 | 2010 | 2014 | 2006 |
| CEO | Sunghee Lee | Will Marshall | Brian O'Toole | Peter Beck |
| Mkt Cap / Valuation | ~₩290B (~$210M) | ~$12.8B | ~$650M | ~$9.5B |
| Employees | ~150 | ~970 | ~290 | ~2,600+ |
| Sector | Ground-Station-as-a-Service | Earth Observation & Geospatial Analytics | Geospatial Intelligence | Launch & Space Systems |
| Last raise / Last filing | — | 10-K filed | 10-K filed | 10-K filed |
| Top risks | Hyperscaler competition — AWS Ground Station and Microsoft Azure Orbital subsidize entry pricing, compressing GSaaS unit economics; Capex intensity — global ground-station expansion required heavy investment that has only just concluded | GAAP profitability: Planet achieved adjusted EBITDA profitability in FY2026 but remains GAAP net-loss negative; achieving GAAP positive is the key institutional re-rating threshold.; Defense contract concentration: NRO/NGA contracts drive growing revenue but expose Planet to U.S. government budget cycles, classification decisions, and competitive rebidding. | Government concentration: NRO and NGA together represent the largest single revenue concentration; FY2025 budget reductions cost ~$10M and similar political risk persists.; Constellation execution: Gen-3 deployment relies on rideshare launch availability; any launch failure or delay impairs imagery capacity. | Neutron development risk: a Q3 2025 stage-1 tank test failure caused schedule slip; any further major setbacks to a Q4 2026 debut could erode investor confidence and require additional capital.; Customer concentration: SDA and U.S. defense represent the majority of backlog; any budget sequestration or program changes in DoD space spending would materially impact near-term revenue visibility. |
| Next catalyst | First full-year operating profit (FY2026) (2027 Q1) | Second-generation 30 cm Pelican satellites launch and first imagery delivery (2026-Q4) | EOCL contract recompete / multi-year renewal decision by NRO (2026-Q2) | Neutron first launch — Q4 2026 (2026-Q4) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.