# 플래닛랩스 (PL)
> 플래닛랩스는 200기가 넘는 위성(PlanetScope·SkySat·Pelican·Tanager)으로 매일 지구 전역을 촬영해 데이터를 구독으로 파는 지구관측 사업자다. 회계연도 2026년(1월 결산) 매출 3억770만 달러(+26%)에 조정 EBITDA 1,550만 달러로 첫 연간 흑자를 냈고, 잔여수행의무는 8억5,200만 달러(+106%)로 급증했다. 매출의 41%가 정부(국방·정보 18%, 시민정부 23%)에서 나오고, 최대 단일 계약은 일본 JSAT와의 2억3천만 달러 Pelican 위성 10기 건조·운영 계약이다.
Canonical: https://valuechain.wiki/planet-labs · Updated: 2026-07-12T04:02:58.465+00:00 · Source: ValueChain.wiki (refined facts, cited)

**인용용 요약**: 밸류체인 그래프 기준 플래닛랩스의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 19곳에 닿는다. 링크의 근거 출처는 11건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).

## Financials & segments
- 총매출: FY2026 매출 $307.7M (1월 결산, +26%)
- 고객 집중도: 민간 59%·시민정부 23%·국방정보 18%, RPO $852M(+106%)
- 사업부문: PlanetScope 일일 전지구 이미지 구독, SkySat·Pelican 고해상 태스킹, Tanager 초분광, Planet Insights Platform (분석 SaaS)

## Annual stock return (as of 2026-07-10)
- 2022: -29.3%
- 2023: -43.2%
- 2024: +63.6%
- 2025: +388.1%
- 2026 YTD: +32.1%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-07-10)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 플래닛랩스 | node | · | -29.3% | -43.2% | +63.6% | +388.1% | +32.1% |
| 알파벳 (구글) | benef1 | +65.3% | -39.1% | +58.3% | +36% | +66% | +14.3% |
| 스페이스X | benef1 | · | · | · | · | · | +0.7% |
| Intel | benef2 | +6.1% | -46.6% | +94.6% | -59.6% | +84% | +197.7% |
| Marvell | benef2 | +84.6% | -57.5% | +63.7% | +83.8% | -22.8% | +177.8% |
| ST마이크로일렉트로닉스 | benef2 | +32.4% | -26.8% | +41.7% | -49.7% | +5.3% | +176.6% |
| TeraWulf | benef2 | +77.1% | -95.5% | +258.2% | +135.8% | +103% | +91.2% |
| GE Vernova | benef2 | · | · | · | · | +99% | +67.3% |
| Wiwynn | benef2 | +24.7% | -22.3% | +206.4% | +3.5% | +64.4% | +45.1% |
| Arista Networks | benef2 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +42.7% |
| 알칩 | benef2 | +14.3% | -8.7% | +365.1% | -18.9% | +0.8% | +34.7% |
| Quanta | benef2 | +22.2% | -12.8% | +254.5% | +12.7% | +8.9% | +33.4% |
| Eaton | benef2 | +46.7% | -7.2% | +56.2% | +39.5% | -2.8% | +28.6% |
| Broadcom | benef2 | +56.5% | -13.3% | +104.2% | +110.5% | +50.6% | +16% |
| NVIDIA | benef2 | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +13.3% |
| Schneider Electric | benef2 | +25.9% | +1.6% | +25.8% | +36.1% | +0.5% | +13% |
| NextEra Energy | benef2 | +23.4% | -8.5% | -25.3% | +21.5% | +15.5% | +11.1% |
| Foxconn | benef2 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +10.9% |
| Berkshire Hathaway | benef2 | +29% | +3.3% | +15.5% | +27.1% | +10.9% | -1.8% |
| 삼성전기 | benef3 | -11.8% | -18.5% | -1.4% | -2.5% | +110% | +467.7% |
| AT&S | benef3 | +57.5% | -22% | -27.6% | -41.3% | +188.9% | +390.3% |
| 키옥시아 | benef3 | · | · | · | · | +1082.1% | +260.5% |
| Micron Technology | benef3 | +24.2% | -45.9% | +71.9% | -1% | +240.2% | +243.3% |
| 섬코 | benef3 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +225.8% |
| Murata | benef3 | -14% | -11.7% | +24.7% | -16.5% | +29.9% | +217.4% |
| UMC | benef3 | +43.2% | -40.3% | +39.2% | -19% | +28.8% | +215.1% |
| 난야PCB | benef3 | +110.6% | -46.7% | -0.5% | -38.3% | +188.2% | +213.4% |
| 피에스케이 | benef3 | +22.7% | -19.6% | +14.2% | -2.6% | +228.2% | +208% |
| LG이노텍 | benef3 | +78.2% | -22% | -28.8% | -22.1% | +66.8% | +204.6% |
| Arm Holdings | benef3 | · | · | · | +64.2% | -11.4% | +195.8% |
| GlobalWafers | benef3 | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +171.6% |
| ASE테크놀로지 | benef3 | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +167.6% |
| Nebius | benef3 | · | · | · | · | +202.2% | +162.4% |
| Astera Labs | benef3 | · | · | · | · | +25.6% | +148.2% |
| Ibiden | benef3 | +30.4% | -19.6% | +51.6% | -38.6% | +261% | +147.1% |
| 코후 | benef3 | -0.2% | -15.9% | +10.4% | -24.6% | -12.8% | +141.4% |
| SK하이닉스 | benef3 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +140.3% |
| 어플라이드 머티어리얼즈 | benef3 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +135% |
| 유니마이크론 | benef3 | +133.5% | -30.2% | +35.2% | -19.7% | +175.7% | +131.6% |
| 미디어텍 | benef3 | +27.8% | -26.6% | +52.9% | +58.3% | +24.9% | +124.3% |
| Corning | benef3 | +5.9% | -11.6% | -1.2% | +60.6% | +87.8% | +118.8% |
| Lumentum | benef3 | +11.6% | -50.7% | +0.5% | +60.1% | +339.1% | +117.6% |
| 울프스피드 | benef3 | · | · | · | · | · | +102.7% |
| 심텍 | benef3 | +119.6% | -34.6% | +12.4% | -63.3% | +392.9% | +94.9% |
| KLA | benef3 | +68% | -11.2% | +56% | +9.4% | +94.5% | +91% |
| SCREEN Holdings | benef3 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +86.3% |
| Teradyne | benef3 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +85.9% |
| 도쿄일렉트론 | benef3 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +78.2% |
| 삼성전자 | benef3 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +77.9% |
| onsemi | benef3 | +107.5% | -8.2% | +33.9% | -24.5% | -14.1% | +77.2% |
| Coherent | benef3 | -10% | -48.6% | +24% | +117.6% | +94.8% | +75.8% |
| Eoptolink | benef3 | -10.1% | -27.7% | +136.6% | +197% | +368.8% | +74.9% |
| Entegris | benef3 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +72.8% |
| InnoLight | benef3 | -30.7% | -18.3% | +253.7% | +12% | +468.1% | +68.8% |
| ASML | benef3 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +68.6% |
| Keysight | benef3 | +56.3% | -17.2% | -7% | +1% | +26.5% | +58.5% |
| BESI | benef3 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +56.2% |
| Quanta Services | benef3 | +59.5% | +24.6% | +51.7% | +46.6% | +33.7% | +56.1% |
| Delta Electronics | benef3 | -3.4% | +10.4% | -0.3% | +59.2% | +183.8% | +54.9% |
| Monolithic Power | benef3 | +35.5% | -27.8% | +79.8% | -5.6% | +54.5% | +49.8% |
| Analog Devices | benef3 | +21% | -4.9% | +23.4% | +8.8% | +29.8% | +46.7% |
| 신에쓰화학 | benef3 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +44% |
| TSMC | benef3 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +43.6% |
| Tokyo Ohka Kogyo | benef3 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +42.9% |
| ASM International | benef3 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +28.8% |
| ABB | benef3 | +23.9% | +7.3% | +18.9% | +39% | +36.1% | +27.2% |
| Williams | benef3 | +38.4% | +32.8% | +11.9% | +62.3% | +14.9% | +26.6% |
| Linde | benef3 | +33.4% | -4.4% | +27.7% | +3.2% | +3.2% | +25.1% |
| CoreWeave | benef3 | · | · | · | · | · | +24.1% |
| 페가트론 | benef3 | -5.9% | +0.6% | +35.3% | +21.2% | -23.8% | +24% |
| Cadence Design Systems | benef3 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +22.9% |
| Lasertec | benef3 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | +22.4% |
| Luxshare | benef3 | -11.9% | -30.2% | -21.2% | +58.8% | +29.3% | +20.6% |
| Digital Realty | benef3 | +30.7% | -41% | +39.9% | +35.9% | -10.1% | +18.2% |
| Amphenol | benef3 | +34.9% | -12% | +31.5% | +41.3% | +96.1% | +18.1% |
| Advantest | benef3 | +17% | -2.3% | +155.7% | +49.5% | +196% | +17.1% |
| Apple | benef3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +16.2% |
| 니콘 | benef3 | +46.2% | +10.9% | +23.1% | +13.7% | +19.7% | +15.9% |
| FANUC | benef3 | -16.5% | +4.4% | -8.1% | +15.6% | +37.7% | +15.3% |
| 위스트론 | benef3 | +7.9% | +9.7% | +272.7% | -1.6% | +22.7% | +14.8% |
| Merck KGaA | benef3 | +42.2% | -0.4% | -19.1% | -2.5% | -12.7% | +13.5% |
| 돗판인쇄 | benef3 | +49.3% | -2.1% | +99.1% | +8.1% | +10.7% | +9.9% |
| 미쓰비시상사 | benef3 | +52.5% | +15.9% | +84.1% | -0.3% | +70.2% | +8.7% |
| 아마존 | benef3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +6.3% |
| Cameco | benef3 | +63.2% | +4.3% | +90.5% | +19.5% | +78.4% | +4.9% |
| KYEC | benef3 | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +4.2% |
| Fabrinet | benef3 | +52.7% | +8.2% | +48.4% | +15.5% | +107.1% | +3.5% |
| BlackRock | benef3 | +29.4% | -20.4% | +17.9% | +29.3% | +6.6% | -2.1% |
| 이토추상사 | benef3 | +25.6% | +17.9% | +66.6% | +9.1% | +40.8% | -3.4% |
| HPSP | benef3 | · | · | +216.5% | -30.4% | +54.7% | -4.5% |
| Synopsys | benef3 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -5.2% |
| Photronics | benef3 | +68.9% | -10.7% | +86.4% | -24.9% | +35.8% | -6.6% |
| Mobileye | benef3 | · | · | +23.6% | -54% | -47.6% | -8.5% |
| TE Connectivity | benef3 | +35.1% | -27.7% | +24.6% | +3.5% | +61.1% | -11.3% |
| Recursion Pharmaceuticals | benef3 | · | -55% | +27.9% | -31.4% | -39.5% | -13% |
| D-Wave Quantum | benef3 | · | -85.3% | -38.9% | +854.5% | +211.3% | -23.2% |
| Rigetti Computing | benef3 | · | -92.9% | +35.1% | +1449.2% | +45.2% | -25.3% |
| BYD일렉트로닉스 | benef3 | -56.1% | +16% | -0.4% | +60.6% | -19.4% | -34.4% |
| UBTech | benef3 | · | · | · | -21.6% | +95.4% | -39.2% |

플래닛랩스의 논지는 위성 하드웨어가 아니라 '매일 전지구를 찍는 데이터'를 구독으로 파는 정보 사업이라는 점이다. 200기+ 위성으로 지구 전역을 매일 촬영해 반복매출을 만들고, FY2026 매출 $307.7M(+26%)·조정 EBITDA $15.5M로 첫 연간 흑자에 진입했으며 잔여수행의무(RPO)가 $852M(+106%)로 급증해 향후 매출을 선확정했다. 매출의 41%가 정부(국방·정보 18%, 시민정부 23%)에서 나와 안정성을 주고, 사상 최대 상업 계약은 일본 JSAT와의 $230M Pelican 10기 건조·운영 계약이다. 발사는 SpaceX 라이드셰어, 데이터 인프라는 구글 클라우드에 의존하며 궤도 AI 데이터센터(Project Suncatcher)로 협력을 넓힌다. 재평가 트리거는 흑자 지속·확대, 정부·상업 RPO 소진, 그리고 Pelican·Tanager 신규 데이터 상품의 매출화다. (analysis as of 2026-07-09)

## Money in · revenue from (3)
### SKY Perfect JSAT (high)
- metric: 계약금액 $230M · multi-year (~7 years), launches from 2027 · 10기 Pelican 위성 건조·운영 상업 계약 총액
- note: 플래닛 사상 최대 상업 계약. 아시아 최대 정지궤도 위성사업자 SKY Perfect JSAT의 미국 자회사와 2.3억달러 다년 계약으로 저궤도 Pelican 위성 10기를 건조·운영, 약 7년 서비스 기간, 2027년부터 발사 예정. 10년 이상 데이터 판매 협력을 심화한 것.
- [confirms] 미국 증권거래위원회(SEC) EDGAR (EN, filing, published 2025-02-27) https://www.sec.gov/Archives/edgar/data/0001836833/000183683325000039/exhibit991q42025.htm: "Signed $230 Million Commercial Agreement with SKY Perfect JSAT for Pelican Satellites ... Planet signed a $230 million multi-year commercial agreement with the US-subsidiary of JSAT Sky Perfect, Asia's largest geostationary satellite operator. Under the contract, Planet will build and operate a constellation of ten low-Earth-orbit Pelican satellites for JSAT."
- [confirms] SpaceNews (EN, news, published 2025-02-05) https://spacenews.com/sky-perfect-jsat-is-the-customer-behind-planets-230-million-leo-order/: "SKY Perfect JSAT is the customer behind Planet's $230 million LEO order ... the build and operational service period of the satellites is estimated to be approximately seven years."
- [confirms] SKY Perfect JSAT (EN, ir, published 2025-02-05) https://www.skyperfectjsat.space/en/news/planetlabspelican: "invest approximately $230M to establish a low Earth orbit (LEO) satellite network ... The LEO satellite constellation will be owned and operated by JSAT Beyond Innovation LLC, a new entity formed by SKY Perfect JSAT's wholly-owned US subsidiary, JSAT International."

### 미 국가정찰국 (NRO·EOCL) (high)
- metric: 계약금액 $13M · through June 2026 (baseline renewal) · EOCL PlanetScope 광역 모니터링 데이터 기본 계약 갱신액
- note: NRO는 상업 전자광학 데이터 계층(EOCL) 프로그램에서 플래닛 PlanetScope 광역 모니터링 데이터의 기본 계약을 갱신(약 1,320만달러, 2026년 6월까지). 아울러 기존 EOCL 계약에 고해상 Pelican 이미지 발주용 CLIN을 추가(연 환산 약 2,110만달러 규모). 2022년 최초 EOCL 수주는 최대 5년(옵션 포함 최대 10년) 구조.
- [mentions] 한국경제 (KO, news, published 2025-12-18) https://www.hankyung.com/article/202512180896i: "미 국방부 산하 국가정찰국(NRO)과 5년간 위성 사진을 제공하는, 1억4600만 달러짜리 계약을 맺었다."
- [confirms] Nasdaq / Planet Labs (EN, ir, published 2025-12-10) https://www.nasdaq.com/press-release/planet-reports-financial-results-third-quarter-fiscal-year-2026-2025-12-10: "The NRO renewed its baseline contract for PlanetScope broad area monitoring data under the Electro-Optical Commercial Layer program for $13.2 million through June 2026 ... the annual run rate would be approximately $21.1 million."
- [confirms] Planet Labs (EN, ir, published 2022-05-25) https://www.planet.com/pulse/us-government-awards-planet-eocl-contract/: "an initial period of up to five years, with options to extend the contract up to a total contract performance term of 10 years ... daily, medium resolution PlanetScope and high resolution SkySat"

### NASA (CSDA) (mid)
- metric: 계약금액 $14M · task order (FY2026) · CSDA PlanetScope 데이터 제공 태스크오더
- note: NASA는 상업위성데이터획득(CSDA) 계약에서 지구과학 미션 지원을 위한 PlanetScope 데이터 제공에 1,350만달러 태스크오더를 발주. 11월에는 재난 대응용 고해상 태스킹 이미지에 90만달러 추가 태스크오더.
- [confirms] 미국 증권거래위원회(SEC EDGAR) (EN, filing, published 2025-12-10) https://www.sec.gov/Archives/edgar/data/1836833/000119312525314160/pl-ex99_1.htm: "NASA awarded Planet a task order for $13.5 million under the Commercial Satellite Data Acquisition (CSDA) contract to continue providing PlanetScope data in support of the agency's Earth science mission."
- [confirms] Nasdaq / Planet Labs (EN, ir, published 2025-12-10) https://www.nasdaq.com/press-release/planet-reports-financial-results-third-quarter-fiscal-year-2026-2025-12-10: "NASA awarded Planet a task order for $13.5 million under the Commercial Satellite Data Acquisition (CSDA) contract to continue providing PlanetScope data in support of the agency's Earth science mission. In November, Planet received an additional task order for $900,000 for high resolution tasked imagery to support disaster response and recovery."

## Money out · pays to (2)
### SpaceX (high)  → /spacex.md
- note: 플래닛은 위성 함대를 SpaceX Falcon 9 Transporter 라이드셰어로 반복 발사. Pelican-1(Transporter-9, 2023-11), Tanager-1+36 SuperDoves(Transporter-11, 2024-08), Pelican-2+36 SuperDoves(Transporter-12, 2025-01), Pelican 5·6(Transporter-15, 2025-11). 발사 단가는 미공개.
- [confirms] eoPortal (ESA) (EN, research, published 2025-11-28) https://www.eoportal.org/satellite-missions/planet-pelican: "Pelican 5 and Pelican 6 were launched on November 28, 2025 ... aboard SpaceX's Falcon-9 rocket for the Transporter-15 Rideshare Mission from Vandenberg Space Force Base."
- [confirms] Planet Labs (EN, ir, published 2024-08-16) https://www.planet.com/pulse/planet-launches-first-tanager-1-hyperspectral-satellite-and-36-superdoves-with-spacex/: "Planet Labs' first hyperspectral satellite, Tanager-1, along with 36 SuperDoves (Flock 4BE) launched on the Transporter-11 Rideshare mission with SpaceX ... from Vandenberg Space Force Base in California."

### 알파벳 (구글) (mid)  → /alphabet.md
- note: 플래닛은 Google Cloud를 데이터 저장·처리 인프라(BigQuery 등)로 활용하는 파트너십을 2021년 체결(협력은 2017년 Terra Bella 인수까지 소급). 2026년에는 Google과 궤도 AI 데이터센터 실증인 Project Suncatcher를 발표. 지불 금액은 미공개.
- [mentions] SpaceNews (EN, news, published 2026-01-05) https://spacenews.com/planet-bets-on-orbital-data-centers-in-partnership-with-google/: "Planet announced a partnership with Google on Project Suncatcher, an effort to demonstrate the ability of AI data centers to operate in orbit."
- [confirms] Planet Labs (EN, ir, published 2021-08-18) https://www.planet.com/pulse/planet-and-google-cloud/: "customers can leverage Google Cloud's global, flexible infrastructure and BigQuery to process large volumes of Planet data on-the-fly ... Planet customers can use Google Cloud to store and process data."

## 질문별 엔드포인트
- 누가 플래닛랩스의 고객인가? 플래닛랩스의 매출은 어디서 오는가? → https://valuechain.wiki/planet-labs/customers.md
- 플래닛랩스의 주요 공급사는 어디인가? 플래닛랩스의 비용은 누구에게 가는가? → https://valuechain.wiki/planet-labs/suppliers.md
- 플래닛랩스 주가가 움직이면 누가 수혜를 보는가? 플래닛랩스의 가치사슬 파급은 어디까지인가? → https://valuechain.wiki/planet-labs/ripple.md
- 증권가가 보는 플래닛랩스: 목표주가와 투자의견은? → https://valuechain.wiki/planet-labs/consensus.md

## 이 노드를 다룬 분석 (1)
- [지구관측의 앵커 테넌트: 정찰예산이 EO 산업을 세웠다](https://valuechain.wiki/analysis/eo-anchor-tenant-government.md) (2026-07-04)

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_Generated for LLM/agent consumption. Each edge lists stance (confirms/mentions/contradicts), source publisher, language, date, and excerpt for verification._