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Planet Labs PBC

🧟 Zombie
$PLSpaceSPAC Year: 2021Merged: 2021Sponsor: dMY Technology Group IV

Trust Size

$410M

Peak Price

$13.32

Current Price

$3.50

Return

-65.0%

Peak Market Cap

$4.0B

What Happened

Satellite imaging company with 200+ satellites — the largest Earth observation fleet. Down 73% from peak but still operating with $200M+ revenue. A real business struggling with valuation.

Planet Labs merged with dMY Technology Group IV in December 2021. The company operates over 200 small satellites that photograph the entire Earths landmass daily. It serves government intelligence, agriculture, and insurance clients. Revenue grew from $131M to $220M+ but the company remained unprofitable. Stock fell from $13 to $3.50 as growth decelerated. One of the more legitimate space SPACs with a real product.

Projections vs. Reality

Projected Revenue

$400M

What they told investors

Actual Revenue

$220M

What actually happened

Hype-to-Reality Ratio: 55.0x

Key People

Will Marshall

CEO & Co-founder

Ex-NASA scientist, built satellite constellation

Timeline

2021-07

SPAC merger announced

2021-12

Merger completed

2022-12

Revenue hits $190M

2024-01

Revenue $220M but still unprofitable

2025-01

Stock at $3.50

📄 SEC Filings

View all EDGAR filings for Planet Labs PBC

View on SEC.gov →

Risk Scores

Dilution Score

55/100

Insider Profit Index

42/100

Hype-to-Reality Ratio

55.0x

Projected ÷ actual revenue

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