Compare Companies
| Field | 🇮🇱 ImageSat International (ISI)Tel Aviv Stock Exchange (TASE): ISI | 🇺🇸 Planet LabsNYSE: PL | 🇺🇸 BlackSky TechnologyNYSE: BKSY |
|---|---|---|---|
| Type | public | public | public |
| Country | 🇮🇱 Israel | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 1997 | 2010 | 2014 |
| CEO | Noam Segal | Will Marshall | Brian O'Toole |
| Mkt Cap / Valuation | ~US$225M (~NIS 815M) | ~$12.8B | ~$650M |
| Employees | ~115 | ~970 | ~290 |
| Sector | Earth Observation | Earth Observation & Geospatial Analytics | Geospatial Intelligence |
| Last raise / Last filing | — | 10-K filed | 10-K filed |
| Top risks | Profitability and balance sheet stress: ISI posted five consecutive quarterly net losses through year-end 2025 and carries ~$31.4M of debt; sustained losses against this debt load could force a capital raise on unfavorable terms or distress.; Constellation aging risk: EROS-C2 (2022) and EROS-C3 (2023) are the entire revenue-generating fleet. EROS-C4 launch slipping or any on-orbit anomaly on C2/C3 would directly impair revenue capacity and contract performance. | 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. |
| Next catalyst | EROS-C4 launch and on-orbit commissioning (2026) | Second-generation 30 cm Pelican satellites launch and first imagery delivery (2026-Q4) | EOCL contract recompete / multi-year renewal decision by NRO (2026-Q2) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.