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    Daniel

    Research Analyst at Craig-Hallum Capital Group

    Daniel is an Equity Research Analyst at Craig-Hallum Capital Group, specializing in coverage of growth-oriented sectors such as technology, consumer, and healthcare. He analyzes and provides investment recommendations on a range of emerging and established companies, leveraging in-depth financial modeling and sector expertise to inform institutional clients. With a career that started in the early 2010s, Daniel has gained experience at both boutique and large investment firms before joining Craig-Hallum, where he is recognized for his rigorous research approach and credible due diligence. Daniel holds relevant FINRA securities licenses and maintains a strong track record, with performance metrics placing him in the top quartile of his peer group according to third-party analyst ranking platforms.

    Daniel's questions to Planet Labs PBC (PL) leadership

    Daniel's questions to Planet Labs PBC (PL) leadership • Q2 2025

    Question

    Daniel, on behalf of Jeff Van Rhee at Craig-Hallum, asked how to model the recent reduction in force and any offsetting expenses, questioned the drivers of the significant gross margin beat, and inquired about the commercial viability timeline for the Pelican-2 program.

    Answer

    President Ashley Whitfield Johnson explained that payroll savings from the restructuring will be partially offset by lower contra-R&D from the completing Tanager program and variable costs like commissions. She attributed the gross margin beat to a favorable business mix. CEO Will Marshall stated that Pelican-2, an R&D satellite shipping soon, is hoped to become operational, with a subsequent rapid deployment of more Pelicans to replenish the SkySat fleet and add new capabilities.

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