[新聞] Planet與瑞典武裝部隊簽署重大衛星服務

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原文標題： Planet Signs 9-Figure Deal with Sweden 發布時間： 2026/1/12 記者署名： Planet 官網原文內容： SAN FRANCISCO--(BUSINESS WIRE)-- Planet Labs PBC, a leading provider of daily data and insights about change on Earth, today announced a multi-year low 9-figure agreement with the Swedish Armed Forces to rapidly deliver a suite of satellites, space-based data and awareness solutions to support the country ’s peace and security operations. This agreement marks Planet’s third Satellite Services contract in twelve months, signaling robust demand for Planet’s innovative, rapidly deployed space-based hardware and software solutions. Through the multi-year contract, Sweden will own a suite of Planet’s cutting-edge satellites, and have access to Planet’s high-resolution data, and intelligence solutions. By standardizing this model, Planet offers sovereign nations a cost-effective, low-risk, and fast pathway to advanced space-based capabilities without the prohibitive capital investment and operational complexities of building proprietary standalone systems. In the last year, Planet has signed over a half a billion dollars across three satellite services contracts, supporting the national security needs of Japan via JSAT and in collaboration with Germany. Planet is proud to partner closely with allied governments to deliver critical space-based and geospatial solutions. “Europe needs its own eyes, and Sweden is leading the way by rapidly securing its own, comprehensive space capability – helping achieve its own security objectives and assisting regional allies, like Ukraine, with timely, critical information,” said Will Marshall, Planet CEO and Co-Founder. “By leveraging Planet’s scaled production line and agile aerospace methodology, Sweden achieves both the speed and the long-term sovereignty they require, without compromise.” Planet is proud to provide governments and commercial organizations around the world with the leading Earth observation satellites and near-daily imagery they need to monitor and detect change, helping promote international transparency and security. Planet has successfully launched over 600 satellites to date, and provides both a near-daily scan of the Earth’s landmass and tens of millions of sq km of global oceans as well as high-resolution, rapid tasking across its three SuperDove, Tanager, and Pelican constellations. The company has also announced its forthcoming Owl constellation, which is being designed to deliver near-daily 1-meter class imagery. Planet expects to recognize the commercial payments from the partner as revenue over several years. Today’s announcement does not change Planet’s previously issued fourth quarter financial guidance provided as part of the Company’s December 10, 2025, earnings release. Planet will leverage the increased capacity of the expanded fleet to serve government and commercial customers globally. Learn more about Planet’s constellations and capabilities here. 心得/評論：舊金山 -- (BUSINESS WIRE) -- 每日地球變化數據與洞察的領先供應商 Planet Labs PBC 今日宣佈，與瑞典武裝部隊簽署了一份為期多年、價值達低九位數美元（逾一億美元）的協議。該協議旨在快速交付一套衛星群、太空數據及感知解決方案，以支持該國的和平與安全行動。此協議標誌著 Planet 在 12 個月內簽署的第三份「衛星服務」（ Satellite Services）合約，顯示出市場對 Planet 創新、可快速部署的太空硬體及軟體解決方案的強勁需求。透過這份多年期合約，瑞典將擁有 Planet 尖端的衛星套件，並可使用 Planet 的高解析度數據與情報解決方案。藉由將此模式標準化，Planet 為主權國家提供了一條具成本效益、低風險且快速的途徑，使其能獲取先進的太空能力，而無需承擔建立自有獨立系統所需的高昂資本投資與運營複雜性。在過去一年中，Planet 透過三份衛星服務合約（包括透過 JSAT 支援日本的國家安全需求，以及與德國的合作）簽署了總額超過 5 億美元的訂單。Planet 很榮幸能與盟友政府密切合作，提供關鍵的太空及地理空間解決方案。「歐洲需要自己的眼睛，而瑞典正領先一步，透過快速建立全面且自主的太空能力，不僅協助達成其安全目標，也為烏克蘭等區域盟友提供及時、關鍵的資訊。」Planet 執行長兼共同創辦人 Will Marshall 表示：「藉由利用 Planet 的規模化生產線與敏捷航太方法論，瑞典能同時獲得所需的部署速度與長期主權，且無需做出任何妥協。」 Planet 很榮幸能為全球政府與商業機構提供領先的地球觀測衛星與近乎每日更新的影像，幫助其監測與偵測變化，進而促進國際透明度與安全。截至目前，Planet 已成功發射超過 600 顆衛星，透過其 SuperDove、Tanager 和 Pelican 三大衛星群，提供近乎每日的全球陸地與數千萬平方公里海洋的掃描，以及高解析度、快速任務指派的能力。公司此前也宣佈了即將推出的 Owl 衛星群，旨在提供近乎每日的 1 公尺級影像。 Planet 預計將在未來幾年內將合作夥伴的商業款項認列為營收。今日的公告不會改變 Planet 在 2025 年 12 月 10 日財報中發佈的第四季度財務指引。Planet 將利用擴大後的衛星群產能，為全球政府與商業客戶提供服務。 -- 1. google 全球衛星圖資 2. 德國、日本、烏克蘭、英國科研、軍事、氣象等各領域國家級合約 3. 新增瑞典國防合約，這份低九位數合約是過去一年來最大一張之前大約是在7~8位數，應該是因為瑞典是新客戶牛牛快訊上寫五億美元的大單我覺得太多了，保守算好了低九位數，我們抓個1.5億美元，150M 加上25Q3的積壓訂單734M，共計884M PL的收款方式都是訂閱制的，只要每年按時提供服務達標，款項就會按時從積壓訂單扣，這884M基本上就是未來幾年分批付款以上這些加一加， PL已經是實質衛星圖資霸主、地球的天眼了 4. Google 太陽捕手計畫、后羿計畫、大陽具計畫隨便怎麼翻，都還沒爆發 2025年最大的錯誤就是賣飛QQ 現在只剩400股紀念 -- 5. 本次簽約並不影響Q4指引這點很重要，狗莊又要搞了通常簽約是有簽約金的，簽了這麼大約不上調指引那Q4開出來財報有沒有機會超預期，就很耐人尋味 6. 兩倍PL，代號PLU，2026/1/7上線現在回頭看，一切都明白了以後哪檔股票又開兩倍ETF我一定... (DKNG:...?) -- 今天早上有網友寄信問我看到多少我不知道，看起來太陽才是它的極限但我目前不會追高，因為我知道不追會遺憾，但追了萬一被套我會恨他我不想恨他QQ 未來的操作策略很簡單：一但大盤有系統性回調導致PL從高點下跌15%以上，我就幹進去PLU 一但狗莊搞增發導致PL從高點回調15%以上，我就幹進去PLU 如果以上都沒發生，我就每天詛咒他大家一起咒他下來，謝謝 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.231.153.193 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1768284082.A.7F8.html

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