Nvidia and Planet Labs both post consistent quarterly revenue growth, but Nvidia's sales dwarf Planet Labs'

Earnings
โดย The Motley Fool·Read original
Summary · why it matters

Nvidia and Planet Labs each reported quarter-over-quarter revenue growth over the last eight periods, though Nvidia's revenue remains vastly larger. Nvidia's revenue reached $81.6 billion in its fiscal first quarter ended April 26, 2026, an 85% year-over-year increase, while Planet Labs posted $94.2 million in its quarter ended April 30, 2026, up 42% year-over-year. Nvidia expects revenue to accelerate to $91 billion next quarter, nearly double the $46.7 billion from the prior year, and Planet Labs forecasted revenue between $102 million and $107 million, a significant jump from $73.4 million a year earlier. Planet Labs' backlog rose 72% year-over-year to over $900 million, signaling continued sales growth. Both companies' consistent top-line expansion reflects strong customer demand in their respective markets.

Impact on stocks 2

Artificial Intelligence · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia reported 85% YoY revenue growth and expects further acceleration, driven by strong customer demand.

Space Economy · 1 stocks
Planet Labs PBC
PL
▲ PositiveDemandrelevance

Planet Labs reported 42% YoY revenue growth, a 72% backlog increase, and strong demand signals.

Theme Impact 1

Related news

Genenta-Backed Sòphia HT Hardware Flies on VEGA-C VV30 Launch

Sòphia High Tech S.r.l., the Italian aerospace and defense manufacturer in which Genenta Science S.p.A. made a strategic investment in 2026, contributed to the manufacture of the Spring Assembly used in the second and third stage separation system of the VEGA-C launcher that lifted off at 03:21 CEST on September 15, 2026 from Europe's Spaceport in Kourou, French Guiana. The VV30 mission carried two European Earth observation satellites built by Thales Alenia Space into a Sun-synchronous orbit: Copernicus Sentinel-3C, the third satellite of the Sentinel-3 mission of the European Union's Copernicus program, and FLEX, the eighth Earth Explorer mission developed under the European Space Agency's FutureEO program. The Spring Assembly, installed in the interstage connecting the Zefiro 40 second stage to the Zefiro 9 third stage, releases stored elastic energy to initiate separation of the exhausted second stage from the third stage, and Sòphia HT has been in serial production of the component since 2018. Genenta, which is evolving into Saentra Forge, a strategic industrial consolidator focused on aerospace, defense, national security and biotechnology, said the component reflects the flight-qualified engineering capability it seeks to back as it builds a listed, long-term Italian platform, according to CEO Pierluigi Paracchi. Sòphia HT CEO Antonio Caraviello said every Spring Assembly delivered for VEGA-C since 2018 must meet the same requirement of an identical mechanical response flight after flight.
GlobeNewswire·3dRead more →

HawkEye 360 and ERA Form Strategic Collaboration on Defense Surveillance

HawkEye 360 announced a strategic collaboration with ERA a.s. under which ERA will serve as an international processing partner for automated terrestrial and maritime radar products derived from HawkEye 360's radio frequency data. The partnership combines HawkEye 360's space-based signals intelligence, automated geolocation and advanced RF analytics with ERA's integration and mission-workflow capabilities to give defense and security customers faster access to operationally actionable information. HawkEye 360 CEO John Serafini said European defense organizations are seeking faster, more integrated ways to understand increasingly complex operating environments, and that the combination can deliver actionable information more quickly to allied warfighters and defense leaders across Europe. ERA CEO Ondřej Chlost said the cooperation is advancing to a whole new level and pointed to growing worldwide customer interest in advanced passive surveillance systems, particularly in SIGINT, and in integrating solutions already deployed in the field. ERA, a member of the OMNIPOL Group headquartered in Pardubice, Czech Republic, has more than three decades of experience and installations in over 70 countries.
PR Newswire·3dRead more →

HawkEye 360 Opens First European Subsidiary in Luxembourg

HawkEye 360, Inc. announced the establishment of its first European subsidiary, HawkEye 360 Luxembourg, S.à r.l., expanding its operations in the European Union. The new entity will serve as the foundation for the company's expanded EU operations, providing a local base for closer engagement with European customers, governments and industry partners, and positioning HawkEye 360 to participate more directly in Europe's evolving defense and space industrial ecosystem. The announcement coincided with an engagement between HawkEye 360 Chief Executive Officer John Serafini and U.S. Ambassador to Luxembourg Stacey Feinberg during World Space Business Week in Paris. Serafini said Europe and its allies are central to the company's long-term strategy and that the Luxembourg entity strengthens its ability to support sovereign national requirements. Chief Operating Officer Todd Probert said a European entity gives HawkEye 360 a stronger foundation to collaborate directly with European industry and respond to major emerging defense programs. HawkEye 360 provides space-based RF data and analytics that help defense and national security organizations detect, characterize and understand activity across the radio frequency spectrum.
PR Newswire·3dRead more →