BlackSky Wins New, More Than $100 Million Contract from Strategic International Defense Sector Customer for Gen-3 Real-Time, Space-Based Monitoring Capabilities
BlackSky Technology (NYSE: BKSY) has secured a seven-year contract worth over $100 million from an international defense sector strategic partner. The agreement guarantees annual capacity minimums for high-resolution, low-latency imagery and AI-enabled analytics services through 2032, encompassing both current Gen-2 and upcoming Gen-3 capabilities.
The contract includes access to BlackSky's Gen-3 features, which will provide very high-resolution 35 cm imagery and sub-hourly revisit and delivery timelines. The company's software-first, subscription-based approach enables customers to easily integrate these advanced capabilities into their daily intelligence operations.
BlackSky's platform combines their Gen-2 constellation, ground communications segment, and Spectra® tasking and analytics platform to serve thousands of high-resolution images monthly to their worldwide customer base, monitoring critical infrastructure including border crossings, nuclear facilities, and ports.
BlackSky Technology (NYSE: BKSY) ha ottenuto un contratto di sette anni del valore di oltre 100 milioni di dollari da un partner strategico internazionale nel settore della difesa. L'accordo garantisce minimi di capacità annuali per immagini ad alta risoluzione, a bassa latenza, e servizi di analisi abilitati dall'IA fino al 2032, comprendendo sia le attuali funzionalità Gen-2 che quelle in arrivo della Gen-3.
Il contratto include l'accesso alle caratteristiche Gen-3 di BlackSky, che forniranno immagini ad altissima risoluzione di 35 cm e tempi di revisita e consegna sub-orari. L'approccio basato su software e in abbonamento dell'azienda consente ai clienti di integrare facilmente queste avanzate funzionalità nelle loro operazioni quotidiane di intelligence.
La piattaforma di BlackSky combina la loro costellazione Gen-2, il segmento di comunicazioni a terra e la piattaforma di tasking e analisi Spectra® per servire migliaia di immagini ad alta risoluzione mensilmente alla loro clientela internazionale, monitorando infrastrutture critiche tra cui valichi di confine, impianti nucleari e porti.
BlackSky Technology (NYSE: BKSY) ha obtenido un contrato de siete años por un valor superior a 100 millones de dólares de un socio estratégico internacional en el sector de la defensa. El acuerdo garantiza mínimos anuales de capacidad para imágenes de alta resolución y baja latencia, así como servicios de análisis habilitados por IA hasta el 2032, abarcando tanto las capacidades actuales de la Gen-2 como las venideras de la Gen-3.
El contrato incluye acceso a las características Gen-3 de BlackSky, que proporcionarán imágenes de muy alta resolución de 35 cm y plazos de revisión y entrega subhorarios. El enfoque de la empresa, basado en software y por suscripción, permite a los clientes integrar fácilmente estas capacidades avanzadas en sus operaciones diarias de inteligencia.
La plataforma de BlackSky combina su constelación Gen-2, el segmento de comunicaciones terrestres y la plataforma de tareas y análisis Spectra® para ofrecer miles de imágenes de alta resolución mensualmente a su base de clientes mundial, monitoreando infraestructura crítica, incluidos puntos de cruce fronterizo, instalaciones nucleares y puertos.
BlackSky Technology (NYSE: BKSY)는 국제 방산 전략 파트너로부터 1억 달러 이상의 가치가 있는 7년 계약을 체결했습니다. 이 계약은 2032년까지 높은 해상도와 저지연 이미지를 위한 연간 최소 용량을 보장하며, 현재의 Gen-2 기능과 다가오는 Gen-3 기능을 모두 포함합니다.
계약에는 BlackSky의 Gen-3 기능에 대한 접근이 포함되어 있어, 35cm의 매우 높은 해상도의 이미지를 제공하고, 1시간 이내의 재방문 및 배달 타임라인을 제공합니다. 회사의 소프트웨어 중심 구독 기반 접근 방식은 고객이 이러한 고급 기능을 일상 정보 작업에 쉽게 통합할 수 있도록 합니다.
BlackSky의 플랫폼은 Gen-2 별자리, 지상 통신 세그먼트 및 Spectra® 작업 및 분석 플랫폼을 결합하여 전 세계 고객에게 매월 수천 개의 고해상도 이미지를 제공하고, 국경 횡단, 핵 시설 및 항구를 포함한 중요한 인프라를 모니터링합니다.
BlackSky Technology (NYSE: BKSY) a obtenu un contrat de sept ans d'une valeur de plus de 100 millions de dollars d'un partenaire stratégique international du secteur de la défense. L'accord garantit des capacités minimales annuelles pour des images haute résolution et des services d'analyse activés par l'IA jusqu'en 2032, englobant à la fois les capacités actuelles Gen-2 et celles à venir de la Gen-3.
Le contrat inclut l'accès aux caractéristiques Gen-3 de BlackSky, qui fourniront des images très haute résolution de 35 cm et des délais de révision et de livraison inférieurs à une heure. L'approche de l'entreprise basée sur un logiciel et par abonnement permet aux clients d'intégrer facilement ces capacités avancées dans leurs opérations de renseignement quotidiennes.
La plateforme de BlackSky combine sa constellation Gen-2, le segment de communications au sol et la plateforme d'analyse et de gestion Spectra® pour fournir chaque mois des milliers d'images haute résolution à sa base de clients internationale, surveillant les infrastructures critiques telles que les points de passage aux frontières, les installations nucléaires et les ports.
BlackSky Technology (NYSE: BKSY) hat einen Siebenjahresvertrag im Wert von über 100 Millionen Dollar von einem internationalen strategischen Partner im Verteidigungssektor gesichert. Die Vereinbarung garantiert jährliche Mindestkapazitäten für hochauflösende, latenzarme Bilder und KI-gestützte Analysedienste bis 2032, einschließlich der aktuellen Gen-2- und der kommenden Gen-3-Funktionen.
Der Vertrag umfasst den Zugang zu den Gen-3-Funktionen von BlackSky, die hochauflösende Bilder mit 35 cm und Lieferfristen von weniger als einer Stunde bereitstellen werden. Der softwarebasierte, abonnementbasierte Ansatz des Unternehmens ermöglicht es den Kunden, diese fortschrittlichen Funktionen einfach in ihre täglichen Geheimdienstoperationen zu integrieren.
Die Plattform von BlackSky kombiniert das Gen-2-Sternenbild, das Bodenkontaktsegment und die Spectra®-Aufgaben- und Analyseplattform, um monatlich Tausende von hochauflösenden Bildern an ihre internationale Kundenbasis zu liefern, wobei kritische Infrastrukturen wie Grenzübergänge, Nuklearanlagen und Häfen überwacht werden.
- Secured $100+ million contract over seven years
- Guaranteed annual capacity minimums through 2032
- Contract includes future Gen-3 capabilities integration
- Demonstrates strong market validation for BlackSky's technology
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Insights
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The contract's structure is particularly noteworthy for three reasons: First, it includes both current Gen-2 and future Gen-3 capabilities, indicating strong customer confidence in BlackSky's technology roadmap. The Gen-3 satellites' 35cm resolution capability represents a significant technological leap from current offerings, positioning BlackSky competitively against traditional defense contractors.
Second, the deal's software-first, subscription-based approach represents a paradigm shift in how defense sector customers procure space-based intelligence. This modern commercial model enables rapid integration of new capabilities and positions BlackSky advantageously in the evolving space-based monitoring market.
Third, the secured minimum capacity commitments suggest the customer anticipates growing demand for high-resolution imagery and AI-enabled analytics, particularly in monitoring critical infrastructure and security-sensitive locations. This validates BlackSky's strategic focus on combining advanced satellite technology with AI-driven analytics.
The timing of this contract is strategically significant as it comes amid increasing global security concerns and growing demand for real-time intelligence. For investors, this deal substantially de-risks BlackSky's future revenue stream and validates their commercial technology approach in the traditionally conservative defense sector.
The financial architecture of this deal significantly strengthens BlackSky's market position. The minimum capacity commitments create a reliable revenue baseline through 2032, substantially improving the company's ability to plan and invest in future capabilities. With a market cap of
The contract's structure offers three key financial advantages:
- Predictable Revenue Stream: Guaranteed minimums provide stable cash flow visibility
- Technology Investment Support: Long-term commitment helps justify Gen-3 satellite development costs
- Customer Stickiness: Integration of services into daily operations creates high switching costs
The inclusion of Gen-3 capabilities suggests potential for revenue expansion beyond the base contract value as customers adopt advanced features. The subscription-based model should support healthy margins and recurring revenue growth, while the extended contract duration provides a strong foundation for sustainable business scaling.
Seven-year deal secures annual capacity minimums for high-resolution, low-latency imagery and AI-enabled analytics through 2032
“Dawn-to-dusk, high-cadence monitoring has become a foundational piece for many of our customers’ daily intelligence operations,” said Brian O’Toole, BlackSky CEO. “This commitment now gives the customer priority, long-term access to capacity with the flexibility to accommodate novel Gen-3 features as end user requirements evolve.”
The combined capability of BlackSky’s innovative high-cadence Gen-2 constellation, ground communications segment and Spectra® tasking and analytics platform has reshaped industry expectations for low-latency, space-based monitoring.
BlackSky’s software-first, subscription-based approach gives customers the ability to easily incorporate Gen-3 capabilities into their daily intelligence operations. This customer will be among the first to seamlessly integrate very high-resolution 35 cm imagery and sub-hourly revisit and delivery timelines into their workflows as those advances become available.
“This contract validates market demand for the transformative capabilities that BlackSky uniquely delivers through our proven end-to-end, next-generation AI-enabled commercial architecture,” said O’Toole. “Our customers rely on BlackSky as a trusted partner, delivering real-time decision quality data at mission speed.”
BlackSky’s worldwide customer base tasks and receives thousands of high-resolution images and analytics over priority areas of interest every month, gaining visibility and insight into border crossings, nuclear and port facilities, and other critical national security and economic infrastructure at massive scale.
About BlackSky
BlackSky is a real-time, space-based intelligence company that delivers on-demand, high frequency imagery, analytics, and high-frequency monitoring of the most critical and strategic locations, economic assets, and events in the world. BlackSky owns and operates one of the industry’s most advanced, purpose-built commercial, real-time intelligence systems that combines the power of the BlackSky Spectra® tasking and analytics software platform and our proprietary low earth orbit satellite constellation.
With BlackSky, customers can see, understand and anticipate changes for a decisive strategic advantage at the tactical edge, and act not just fast, but first. BlackSky is trusted by some of the most demanding
Forward-Looking Statements
Certain statements in this press release may contain forward-looking statements within the meaning of the federal securities laws with respect to BlackSky. These forward-looking statements generally are identified by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “plan,” “may,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions. Forward-looking statements are predictions, projections, and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this document. If any of these risks materialize or underlying assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. In addition, forward-looking statements reflect our expectations, plans, or forecasts of future events and views as of the date of this communication. We anticipate that subsequent events and developments will cause their assessments to change. Accordingly, forward-looking statements should not be relied upon as representing our views as of any subsequent date, and we do not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws. Additional risks and uncertainties are identified and discussed in BlackSky’s disclosure materials filed from time to time with the SEC which are available at the SEC’s website at http://www.sec.gov or on BlackSky’s Investor Relations website at https://ir.blacksky.com.
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Investor Contact
Aly Bonilla
VP, Investor Relations
abonilla@blacksky.com
Media Contact
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Sr. Director, External Communications
bksypr@blacksky.com
Source: BlackSky Technology Inc.
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