{ "report_id": "theme_physical_ai_node_sovereign_space_geospatial_isr", "report_type": "theme_value_chain_node", "site_path": "themes/physical-ai-defense-autonomy/nodes/sovereign-space-and-geospatial-isr/index.html", "title": "Sovereign Space And Geospatial ISR", "as_of": "2026-06-13", "generated_at": "2026-06-13T15:47:51-07:00", "freshness": { "price_data_as_of": "2026-06-12", "daily_ohlc_latest": "2026-06-12", "knowledge_reviewed_as_of": "2026-06-13", "external_sources_reviewed_as_of": "2026-06-13", "parent_value_chain_screen_price_data_as_of": "2026-06-05", "active_common_stocks": 5274, "filtered_coverage_count": 6, "short_history_tickers": [ "HAWK", "MDA" ], "limitations": [ "PL's June 4 Q1 FY2027 release and June 5 ATM/range-forward filing postdate the local PL knowledge lane and are carried as external freshness checks.", "HAWK has only 26 local daily OHLC bars and MDA has only 65 local daily OHLC bars. Moving-average and current setup thresholds require a fresh chart package before use.", "Static setup thresholds from the prior node page were built with daily_ohlc through 2026-06-05. Right-rail API charts now read local daily_ohlc through 2026-06-12, so the old thresholds are stale.", "Lineage-status checked for PL surfaced a May 11 daily_ohlc ingestion run with source freshness 2026-05-08, while the daily_ohlc table contains rows through 2026-06-12.", "No confirmed future earnings date was found for PL, HAWK, MDA, BKSY, SATL, or SPIR during bounded checks on 2026-06-13.", "HAWK's latest-quarter revenue field uses the preliminary unaudited Q1 2026 revenue range disclosed in its May 6, 2026 prospectus because no finalized post-IPO quarterly report was found.", "Live selected-security HTTP validation was not completed in this review because loopback API requests to 127.0.0.1:8765 were not reachable from the command environment. Broader API test-suite failures, if present in aggregate runs, should not be attributed to this node unless this node's route or chart payload is named in the failing assertion.", "Local 13F holder reconstruction is missing for all six tickers in discovery status." ] }, "revision": { "version": 3, "updated_label": "Reformatted sovereign space and geospatial ISR node to latest card and evidence-board structure", "metadata_path": "themes/physical-ai-defense-autonomy/nodes/sovereign-space-and-geospatial-isr/report.json", "curation_source": "manual node-format refresh from parent physical-AI theme, six security lanes, official company checks, bounded earnings-date checks, and read-only discovery daily_ohlc/instruments queries" }, "node": { "slug": "sovereign-space-and-geospatial-isr", "order": 3, "level": "L2 space-data conversion node", "role": "Routes sovereign Earth-observation, RF SIGINT, geospatial analytics, weather and geolocation data, satellite systems, and sovereign-control space demand into revenue, backlog/RPO conversion, margin, free cash flow, and share-count evidence.", "description": "Sovereign Space And Geospatial ISR covers satellite imagery, RF signals intelligence, weather and geolocation data, analytics, satellite systems, and sovereign-control space assets sold to defense, intelligence, civil-government, and allied-state buyers. The node gets paid when government demand becomes recurring data revenue, backlog or RPO conversion, program margin, free cash flow, and controlled share count." }, "ticker_baskets": { "core": [ "PL", "HAWK", "MDA" ], "option": [ "BKSY", "SATL" ], "watch": [ "SPIR" ] }, "ranked_basket": [ "PL", "HAWK", "MDA", "BKSY", "SATL", "SPIR" ], "node_format": { "depth_level": "Level 2", "page_order": [ "lead", "detailed_stack", "Current Setup", "Basket", "What Confirms Or Weakens", "Source Trail", "Categories" ], "current_setup_shape": "setup-visual-header with hidden setup-narrative source fields", "basket_shape": "basket-rank-card list with three metric tiles and Role in stack / Revenue mix / Latest qtr revenue detail sections", "evidence_shape": "neutral evidence-board with Area / What confirms / What weakens or invalidates / Watch next" }, "basket_cards": [ { "rank": 1, "ticker": "PL", "market_cap": "$13.9B", "next_earnings": "Not confirmed", "next_earnings_source": "Bounded 2026-06-13 check of Nasdaq earnings, Planet IR events/news, and recent releases found no confirmed future date.", "latest_quarter_revenue": "$94.2M", "latest_quarter_period": "Q1 FY2027, period ended 2026-04-30", "latest_quarter_revenue_source": "Planet Labs June 4, 2026 Q1 FY2027 release" }, { "rank": 2, "ticker": "HAWK", "market_cap": "$3.1B", "next_earnings": "Not confirmed", "next_earnings_source": "Bounded 2026-06-13 check of Nasdaq earnings, SEC/company sources, and recent releases found no confirmed future date.", "latest_quarter_revenue": "$48.2M-$50.2M prelim.", "latest_quarter_period": "Preliminary unaudited Q1 2026, period ended 2026-03-31", "latest_quarter_revenue_source": "HawkEye 360 May 6, 2026 prospectus" }, { "rank": 3, "ticker": "MDA", "market_cap": "$4.8B", "next_earnings": "Not confirmed", "next_earnings_source": "Bounded 2026-06-13 check of Nasdaq earnings, MDA Space investor/news pages, and recent releases found no confirmed future date.", "latest_quarter_revenue": "C$464.1M", "latest_quarter_period": "Q1 2026, period ended 2026-03-31", "latest_quarter_revenue_source": "MDA Space May 7, 2026 Q1 release" }, { "rank": 4, "ticker": "BKSY", "market_cap": "$1.5B", "next_earnings": "Not confirmed", "next_earnings_source": "Bounded 2026-06-13 check of Nasdaq earnings, BlackSky IR events/news, and recent releases found no confirmed future date.", "latest_quarter_revenue": "$20.8M", "latest_quarter_period": "Q1 2026, period ended 2026-03-31", "latest_quarter_revenue_source": "BlackSky May 7, 2026 Q1 release" }, { "rank": 5, "ticker": "SATL", "market_cap": "$1.1B", "next_earnings": "Not confirmed", "next_earnings_source": "Bounded 2026-06-13 check of Nasdaq earnings, Satellogic investor/news pages, and recent releases found no confirmed future date.", "latest_quarter_revenue": "$6.107M", "latest_quarter_period": "Q1 2026, period ended 2026-03-31", "latest_quarter_revenue_source": "Satellogic May 11, 2026 Q1 release" }, { "rank": 6, "ticker": "SPIR", "market_cap": "$0.7B", "next_earnings": "Not confirmed", "next_earnings_source": "Bounded 2026-06-13 check of Nasdaq earnings, Spire Global IR news, and recent releases found no confirmed future date.", "latest_quarter_revenue": "$15.8M", "latest_quarter_period": "Q1 2026, period ended 2026-03-31", "latest_quarter_revenue_source": "Spire Global May 14, 2026 Q1 release" } ], "chart_artifacts": { "rendering": "selected-security right rail via report API", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "weekly_aggregation": "first open, maximum high, minimum low, last close, summed volume", "visible_horizon": "3y", "indicators": [ "20-week EMA", "100-week EMA", "volume subgraph" ], "chart_order": [ "PL", "HAWK", "MDA", "BKSY", "SATL", "SPIR" ], "stale_setup_caveat": "Static setup thresholds from the prior page were built on 2026-06-05 data; local daily_ohlc now has rows through 2026-06-12 and right-rail API charts use latest data." }, "review": { "reviewed_at": "2026-06-13T15:47:51-07:00", "scope": "Scoped review limited to node index.html and node report.json.", "hawkeye_revenue_check": "HAWK latest-quarter revenue is intentionally labeled as a preliminary unaudited Q1 2026 range from the May 6, 2026 prospectus, not a finalized reported quarterly result.", "api_validation": "Static API hooks and chart metadata were validated. Live loopback HTTP chart validation was not completed because 127.0.0.1:8765 was not reachable from this command environment.", "broader_api_failures": "Do not attribute unrelated broader API test-suite failures to this node unless the failing assertion names this node path, ticker set, or selected-security route." }, "links_out": [ "theme_physical_ai_defense_autonomy", "theme_trade_tariff_sourcing_geography", "risk_market_fragility_amplification", "sector_industrials" ], "knowledge_sources": [ "../../../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.md", "../../../../../knowledge/wiki/lanes/sector/industrials.md", "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md", "../../../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md", "../../../../../knowledge/wiki/concepts/risks/market-fragility-amplification.md", "../../../../../knowledge/wiki/lanes/security/pl.md", "../../../../../knowledge/raw/sources/security_research__pl__physical_ai_defense_expansion_20260531/output.md", "../../../../../knowledge/raw/sources/security_profile__pl__physical_ai_defense_expansion_20260531/output.md", "../../../../../knowledge/wiki/lanes/security/hawk.md", "../../../../../knowledge/raw/sources/security_research__hawk__security_backlog_100_20260607_refresh_20260607/output.md", "../../../../../knowledge/raw/sources/security_profile__hawk__security_backlog_100_20260607_refresh_20260607/output.md", "../../../../../knowledge/wiki/lanes/security/mda.md", "../../../../../knowledge/raw/sources/security_research__mda__physical_ai_defense_expansion_20260531/output.md", "../../../../../knowledge/raw/sources/security_profile__mda__physical_ai_defense_expansion_20260531/output.md", "../../../../../knowledge/wiki/lanes/security/bksy.md", "../../../../../knowledge/raw/sources/security_research__bksy__physical_ai_defense_expansion_20260531/output.md", "../../../../../knowledge/raw/sources/security_profile__bksy__physical_ai_defense_expansion_20260531/output.md", "../../../../../knowledge/wiki/lanes/security/satl.md", "../../../../../knowledge/raw/sources/security_research__satl__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_profile__satl__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/wiki/lanes/security/spir.md", "../../../../../knowledge/raw/sources/security_research__spir__physical_ai_defense_expansion_20260531/output.md", "../../../../../knowledge/raw/sources/security_profile__spir__physical_ai_defense_expansion_20260531/output.md" ], "external_sources": [ { "kind": "official_company_release", "label": "Planet Reports Financial Results for First Quarter of Fiscal Year 2027", "published_date": "2026-06-04", "url": "https://www.businesswire.com/news/home/20260604225506/en/Planet-Reports-Financial-Results-for-First-Quarter-of-Fiscal-Year-2027", "use": "External freshness check for PL revenue, RPO, backlog, recurring ACV, cash, government awards, and free-cash-flow facts." }, { "kind": "sec_filing_summary", "label": "Planet Labs $1.5B ATM and range-forward prospectus supplement", "published_date": "2026-06-05", "url": "https://www.stocktitan.net/sec-filings/PL/424b5-planet-labs-pbc-prospectus-supplement-debt-securities-a33eb6269d11.html", "use": "External freshness check for the PL funding and share-count watch item." }, { "kind": "sec_prospectus", "label": "HawkEye 360 prospectus", "published_date": "2026-05-06", "url": "https://www.sec.gov/Archives/edgar/data/1750704/000162828026032207/hawkeye360424b4.htm", "use": "Official support for HAWK FY2025 revenue, preliminary unaudited Q1 2026 revenue range, backlog, adjusted EBITDA, customer concentration, IPO proceeds, and first-reporting-cycle caveats." }, { "kind": "official_company_release", "label": "MDA Space Reports First Quarter 2026 Results", "published_date": "2026-05-07", "url": "https://mda-en.investorroom.com/2026-05-07-MDA-SPACE-REPORTS-FIRST-QUARTER-2026-RESULTS?submitted=1", "use": "Official support for MDA revenue, business-area mix, adjusted EBITDA, backlog, bookings, free cash flow, and net cash facts." }, { "kind": "official_company_release", "label": "BlackSky Reports First Quarter 2026 Results", "published_date": "2026-05-07", "url": "https://ir.blacksky.com/news-events/press-releases/news-details/2026/BlackSky-Reports-First-Quarter-2026-Results/default.aspx", "use": "Official support for BKSY Gen-3 contracts, Q1 revenue, adjusted EBITDA, liquidity, capex, and guidance." }, { "kind": "official_company_release", "label": "Satellogic Secures $18 Million Contract for Persistent Earth Observation Monitoring", "published_date": "2026-05-26", "url": "https://investors.satellogic.com/news-releases/news-release-details/satellogic-secures-18-million-contract-persistent-earth", "use": "External freshness check for SATL one-year monitoring contract with an international defense customer." }, { "kind": "official_company_release", "label": "Satellogic Reports First Quarter 2026 Financial Results", "published_date": "2026-05-11", "url": "https://satellogic.gcs-web.com/news-releases/news-release-details/satellogic-reports-first-quarter-2026-financial-results", "use": "Official support for SATL Q1 revenue, RPO, cash, business-line revenue, Portugal, sovereign-defense, Merlin, and Aleph Observer facts." }, { "kind": "official_company_release", "label": "Spire Global Announces First Quarter 2026 Results", "published_date": "2026-05-14", "url": "https://ir.spire.com/news-events/press-releases/detail/298/spire-global-announces-first-quarter-2026-results", "use": "Official support for SPIR ex-Maritime revenue, adjusted EBITDA, cash use, liquidity, RFGL, weather, and FY2026 guidance." } ], "discovery_sources": [ { "kind": "status", "label": "PL local coverage", "query_ref": "discovery:status:PL" }, { "kind": "status", "label": "HAWK local coverage", "query_ref": "discovery:status:HAWK" }, { "kind": "status", "label": "MDA local coverage", "query_ref": "discovery:status:MDA" }, { "kind": "status", "label": "BKSY local coverage", "query_ref": "discovery:status:BKSY" }, { "kind": "status", "label": "SATL local coverage", "query_ref": "discovery:status:SATL" }, { "kind": "status", "label": "SPIR local coverage", "query_ref": "discovery:status:SPIR" }, { "kind": "lineage-status", "label": "Six-name daily_ohlc lineage caveat", "query_ref": "discovery:lineage-status:daily_ohlc:PL,HAWK,MDA,BKSY,SATL,SPIR" }, { "kind": "duckdb_readonly_query", "label": "Sovereign Space And Geospatial ISR daily_ohlc coverage and latest close freshness", "query_ref": "discovery:duckdb:daily_ohlc_coverage_latest_close:sovereign-space-and-geospatial-isr:2026-06-12" }, { "kind": "duckdb_readonly_query", "label": "Sovereign Space And Geospatial ISR local market-cap inputs", "query_ref": "discovery:duckdb:instruments_market_cap:PL,HAWK,MDA,BKSY,SATL,SPIR:2026-06-13" } ] }