Planet Labs: Change of Narrative
Recent Developments at Planet Labs - From Space Operator to AI Infrastructure Play
Planet Labs, which featured in my June 2025 post Small Satellites Here, There, Everywhere, has undergone a dramatic transformation in the second part of the year — from a struggling satellite imagery provider into what investors now view as an AI infrastructure play. Following the company's FY26-Q3 (ended October 31) earnings announcement on December 10…
