Planet Labs PBC selected for $200M Luno B IDIQ
Planet Labs PBC has been chosen by the National Geospatial-Intelligence Agency (NGA) as one of the vendors for the $200 million Luno B commercial data contract. The indefinite delivery, indefinite quantity (IDIQ) contract aims to provide the national security community with timely access to high-quality commercial GEOINT services.
The contract will enable NGA to advance GEOINT artificial intelligence applications while supporting warfighters, policy makers, and mission partners. Through this agreement, GEOINT users will gain access to data and analytic services for analyzing worldwide economic, environmental, and geo-political activities. The contract features a five-year base ordering period with vendors competing for future delivery orders.
Planet Labs PBC è stata scelta dalla National Geospatial-Intelligence Agency (NGA) come uno dei fornitori per il contratto commerciale Luno B del valore di 200 milioni di dollari. Il contratto a consegna indefinita e quantità indefinita (IDIQ) ha l'obiettivo di fornire alla comunità per la sicurezza nazionale un accesso tempestivo a servizi GEOINT commerciali di alta qualità.
Il contratto consentirà alla NGA di sviluppare applicazioni di intelligenza artificiale GEOINT, supportando i militari, i decisori politici e i partner di missione. Attraverso questo accordo, gli utenti GEOINT avranno accesso a dati e servizi analitici per analizzare le attività economiche, ambientali e geo-politiche a livello mondiale. Il contratto prevede un periodo base di ordinazione di cinque anni con i fornitori che competono per futuri ordini di consegna.
Planet Labs PBC ha sido seleccionada por la National Geospatial-Intelligence Agency (NGA) como uno de los proveedores para el contrato comercial Luno B de 200 millones de dólares. El contrato de entrega indefinida y cantidad indefinida (IDIQ) tiene como objetivo proporcionar a la comunidad de seguridad nacional acceso oportuno a servicios GEOINT comerciales de alta calidad.
El contrato permitirá a la NGA avanzar en aplicaciones de inteligencia artificial GEOINT mientras apoya a los combatientes, a los encargados de políticas y a los socios de misión. A través de este acuerdo, los usuarios de GEOINT obtendrán acceso a datos y servicios analíticos para analizar actividades económicas, ambientales y geopolíticas en todo el mundo. El contrato presenta un período base de ordenación de cinco años con proveedores compitiendo por futuros pedidos de entrega.
플래닛랩스 PBC는 국가공간정보국(NGA)에서 2억 달러 규모의 Luno B 상업 데이터 계약을 위한 공급업체 중 하나로 선정되었습니다. 이 무기한 납품, 무기한 수량(IDIQ) 계약은 국가 안보 공동체에 고품질 상업 GEOINT 서비스에 대한 즉각적인 접근을 제공하는 것을 목표로 하고 있습니다.
이번 계약을 통해 NGA는 GEOINT 인공지능 응용 프로그램을 발전시키고 전투원, 정책 결정자 및 미션 파트너를 지원할 수 있게 됩니다. 이 계약을 통해 GEOINT 사용자는 전 세계 경제, 환경 및 지정학적 활동을 분석하기 위한 데이터 및 분석 서비스에 접근할 수 있습니다. 계약에는 공급업체가 향후 납품 주문을 놓고 경쟁하는 5년 기본 주문 기간이 포함되어 있습니다.
Planet Labs PBC a été choisie par la National Geospatial-Intelligence Agency (NGA) comme l'un des fournisseurs pour le contrat de données commerciales Luno B d'une valeur de 200 millions de dollars. Ce contrat à livraison indéfinie et quantité indéfinie (IDIQ) vise à fournir à la communauté de la sécurité nationale un accès rapide à des services GEOINT commerciaux de haute qualité.
Le contrat permettra à la NGA d'avancer dans les applications d'intelligence artificielle GEOINT tout en soutenant les militaires, les décideurs politiques et les partenaires de mission. Grâce à cet accord, les utilisateurs de GEOINT auront accès à des données et à des services d'analyse pour analyser les activités économiques, environnementales et géopolitiques dans le monde entier. Le contrat prévoit une période de commande de base de cinq ans avec des fournisseurs en concurrence pour de futures commandes de livraison.
Planet Labs PBC wurde von der National Geospatial-Intelligence Agency (NGA) als einer der Anbieter für den 200-Millionen-Dollar Luno B kommerziellen Datenvertrag ausgewählt. Der unbefristete Liefer- und Mengenvertrag (IDIQ) zielt darauf ab, der nationalen Sicherheitsgemeinschaft einen zeitnahen Zugang zu hochwertigen kommerziellen GEOINT-Diensten zu ermöglichen.
Der Vertrag wird der NGA ermöglichen, GEOINT-Anwendungen im Bereich künstliche Intelligenz voranzutreiben und gleichzeitig Soldaten, politische Entscheidungsträger und Misionspartner zu unterstützen. Durch diese Vereinbarung erhalten GEOINT-Nutzer Zugang zu Daten und Analyse-Diensten zur Analyse weltweiter wirtschaftlicher, umweltbezogener und geopolitischer Aktivitäten. Der Vertrag umfasst einen fünfjährigen Basisbestellzeitraum, in dem Anbieter um zukünftige Lieferaufträge konkurrieren.
- Selected as vendor for $200M government contract
- Five-year contract duration providing long-term revenue potential
- Opportunity to compete for future delivery orders
- Multiple vendors sharing the $200M contract value
- Revenue not guaranteed due to competitive bidding requirement for orders
Insights
The $200M Luno B IDIQ contract award represents a strategically significant development for Planet Labs, though its revenue impact requires careful analysis. IDIQ contracts, while substantial in total ceiling value, don't guarantee specific revenue levels - vendors must compete for individual task orders. However, several factors make this particularly noteworthy:
1. Market Position Enhancement: Selection as a prime vendor reinforces Planet Labs' position in the high-security federal marketplace, typically characterized by high barriers to entry and strong incumbent advantages. The five-year base period provides a foundation for long-term relationship building with intelligence community customers.
2. AI/ML Capabilities Focus: The contract's emphasis on GEOINT artificial intelligence aligns perfectly with the industry's direction. This suggests Planet Labs' technology stack meets sophisticated AI requirements - a critical differentiator in the evolving space intelligence market.
3. Revenue Potential Analysis: While the $200M ceiling is shared among vendors, historical patterns in similar IDIQ contracts suggest established players typically capture 15-30% of the total contract value. The competitive task order structure means consistent performance could lead to larger share capture.
4. Strategic Implications: Beyond immediate revenue potential, this contract positions Planet Labs at the intersection of two rapidly growing markets: commercial space intelligence and AI-powered analytics. The contract's scope covering economic, environmental and geopolitical activities suggests broad application potential that could lead to additional opportunities in adjacent markets.
Luno B will provide the national security community with timely access to high-quality commercial GEOINT. The contract will enable NGA to lead the GEOINT enterprise in applying GEOINT artificial intelligence, while delivering decision advantage to our warfighters, policy makers, and mission partners.
Through this IDIQ contract, GEOINT users will have access to data and analytic services that add new context to analytic assessments by characterizing worldwide economic, environmental, and geo-political activities, as well as illegal, unregulated, and unreported activities.
Luno B has a five-year base ordering period with a
About Planet Labs PBC
Planet is a leading provider of global, daily satellite imagery and geospatial solutions. Planet is driven by a mission to image the world every day, and make change visible, accessible and actionable. Founded in 2010 by three NASA scientists, Planet designs, builds, and operates the largest Earth observation fleet of imaging satellites. Planet provides mission-critical data, advanced insights, and software solutions to over 1,000 customers, comprising the world’s leading agriculture, forestry, intelligence, education and finance companies and government agencies, enabling users to simply and effectively derive unique value from satellite imagery. Planet is a public benefit corporation listed on the New York Stock Exchange as PL. To learn more visit www.planet.com and follow us on X (formerly Twitter).
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View source version on businesswire.com: https://www.businesswire.com/news/home/20250123872698/en/
Planet Press
Claire Bentley Dale
press@planet.com
Planet Investor Relations
Chris Genualdi, Cleo Palmer-Poroner
ir@planet.com
Source: Planet
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