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Michael James Latimore

Research Analyst at Northland Capital Management LLC

Michael James Latimore is Managing Director and Senior Research Analyst at Northland Capital Markets, specializing in equity research for artificial intelligence and communications SaaS companies. He covers major firms including Cantaloupe, Inc., C3.ai, Duos Technologies Group, RingCentral, and Axon, among others, with a performance record that includes a 45% success rate and an average return of 5.20% per recommendation, as well as notable individual trade returns such as +358.2%. Latimore began his analyst career in 1996, spent seven years at Raymond James, served as CFO at CDC Corp. from 2007 to 2008, and joined Northland in 2008. He holds a B.A. from Johns Hopkins University and a J.D. from Mitchell College of Law, and maintains FINRA SIE, Series 7, Series 24, Series 63, and Series 86/87 licenses, with multiple top stock picker awards including a #7 ranking in TipRanks’ 2020 Top 100 Wall Street Analyst listing.

Michael James Latimore's questions to Planet Labs PBC (PL) leadership

Question · Q2 2026

Michael James Latimore inquired about the dynamics driving increased customer usage levels, including whether customers are discussing early renewals or expansions, or paying overage fees, and if this strong usage trend is continuing into the third quarter. He also asked for an updated timeframe for the EOCL deal renewal beyond October.

Answer

Ashley Fieglein Johnson (President and CFO, Planet) explained that for guidance purposes, the company conservatively assumes usage will return to historical levels, given government budget dynamics, despite some customers seeking early renewals. Will Marshall (Chairman, Co-Founder, and CEO, Planet) reiterated the company's commitment to the EOCL expansion, focusing on core area analytics and commercial solutions, but did not provide a new specific renewal timeframe beyond October.

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