原文标题： Planet Signs 9-Figure Deal with Sweden 发布时间： 2026/1/12 记者署名： Planet 官网 原文内容： 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/评论： 旧金山 -- (BUSINESS WIRE) -- 每日地球变化数据与洞察的领先供应商 Planet Labs PBC 今日宣布，与瑞典武装部队签署了一份为期多年、价值达低九位数美元（逾一亿美元 ）的协议。该协议旨在快速交付一套卫星群、太空数据及感知解决方案，以支持该国的和 平与安全行动。此协议标志着 Planet 在 12 个月内签署的第三份「卫星服务」（ Satellite Services）合约，显示出市场对 Planet 创新、可快速部署的太空硬体及软体 解决方案的强劲需求。 透过这份多年期合约，瑞典将拥有 Planet 尖端的卫星套件，并可使用 Planet 的高解析 度数据与情报解决方案。藉由将此模式标准化，Planet 为主权国家提供了一条具成本效 益、低风险且快速的途径，使其能获取先进的太空能力，而无需承担建立自有独立系统所 需的高昂资本投资与运营复杂性。在过去一年中，Planet 透过三份卫星服务合约（包括 透过 JSAT 支援日本的国家安全需求，以及与德国的合作）签署了总额超过 5 亿美元的 订单。Planet 很荣幸能与盟友政府密切合作，提供关键的太空及地理空间解决方案。 「欧洲需要自己的眼睛，而瑞典正领先一步，透过快速建立全面且自主的太空能力，不仅 协助达成其安全目标，也为乌克兰等区域盟友提供及时、关键的资讯。」Planet 执行长 兼共同创办人 Will Marshall 表示：「藉由利用 Planet 的规模化生产线与敏捷航太方 法论，瑞典能同时获得所需的部署速度与长期主权，且无需做出任何妥协。」 Planet 很荣幸能为全球政府与商业机构提供领先的地球观测卫星与近乎每日更新的影像 ，帮助其监测与侦测变化，进而促进国际透明度与安全。截至目前，Planet 已成功发射 超过 600 颗卫星，透过其 SuperDove、Tanager 和 Pelican 三大卫星群，提供近乎每日 的全球陆地与数千万平方公里海洋的扫描，以及高解析度、快速任务指派的能力。公司此 前也宣布了即将推出的 Owl 卫星群，旨在提供近乎每日的 1 公尺级影像。 Planet 预计将在未来几年内将合作夥伴的商业款项认列为营收。今日的公告不会改变 Planet 在 2025 年 12 月 10 日财报中发布的第四季度财务指引。Planet 将利用扩大後 的卫星群产能，为全球政府与商业客户提供服务。 -- 1. google 全球卫星图资 2. 德国、日本、乌克兰、英国科研、军事、气象等各领域国家级合约 3. 新增瑞典国防合约，这份低九位数合约是过去一年来最大一张 之前大约是在7~8位数，应该是因为瑞典是新客户 牛牛快讯上写五亿美元的大单我觉得太多了，保守算好了 低九位数，我们抓个1.5亿美元，150M 加上25Q3的积压订单734M，共计884M PL的收款方式都是订阅制的，只要每年按时提供服务达标， 款项就会按时从积压订单扣，这884M基本上就是未来几年分批付款 以上这些加一加， PL已经是实质卫星图资霸主、地球的天眼了 4. Google 太阳捕手计画、后羿计画、大阳聚计画 随便怎麽翻，都还没爆发 2025年最大的错误就是卖飞QQ 现在只剩400股纪念 -- 5. 本次签约并不影响Q4指引 这点很重要，狗庄又要搞了 通常签约是有签约金的，签了这麽大约不上调指引 那Q4开出来财报有没有机会超预期，就很耐人寻味 6. 两倍PL，代号PLU，2026/1/7上线 现在回头看，一切都明白了 以後哪档股票又开两倍ETF我一定... (DKNG:...?) -- 今天早上有网友寄信问我看到多少 我不知道，看起来太阳才是它的极限 但我目前不会追高，因为我知道不追会遗憾，但追了万一被套我会恨他 我不想恨他QQ 未来的操作策略很简单： 一但大盘有系统性回调导致PL从高点下跌15%以上，我就干进去PLU 一但狗庄搞增发导致PL从高点回调15%以上，我就干进去PLU 如果以上都没发生，我就每天诅咒他 大家一起咒他下来，谢谢 --

※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 118.231.153.193 (台湾) ※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1768284082.A.7F8.html 大阳聚…我是想打聚的但不知道为什麽-///- ※ 编辑: mrp (118.231.153.193 台湾), 01/13/2026 18:52:48