Question · Q3 2026
Ryan Coontz asked about the Q4 revenue and gross margin guidance, specifically if the revenue decline was due to one-time Q3 benefits and if the margin compression was tied to large international programs and partner fees, as well as the focus sectors and data integration for the Bedrock acquisition.
Answer
CFO and COO Ashley Johnson explained that Q3 revenue included one-time items and timing of new business, balanced against downsized NASA and EOCL contracts for Q4. She noted Q4 margin compression is due to investments in satellite services contracts and partner fees for AI-enabled solutions like LUNO B. CEO, Chairperson, and Co-founder Will Marshall added that Bedrock Research specializes in remote sensing, AI, and national security, and has worked with various data sets, primarily national security data, using versatile AI approaches.
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