Question · Q2 2026
Daniel Hibschman inquired about the strong performance in the commercial sector, noting 16% sequential growth and the first year-over-year growth in approximately two years. He asked for more details on the drivers, specifically beyond energy and agriculture, and the outlook for this business segment.
Answer
Will Marshall (Co-Founder, CEO & Director, Planet Labs) added insurance, exemplified by the SwissRe partnership, as another key driver for commercial growth. He emphasized that solutions developed for the Defense and Intelligence sector are often translatable to commercial applications, such as maritime domain awareness for the maritime sector. Mr. Marshall highlighted Planet's differentiation in serving diverse markets like agriculture, insurance, and disaster response with large area coverage, expecting AI to further enable solutions and drive commercial sector growth by making insight extraction easier.