PowerPoint Presentation - Geospatial World Forum › speaker › SpeakersImages › ...Planet Labs and Disruptive Business Models Robbie Schingler Co-Founder, Chief Strategy Officer

www.geospatialworldforum.org

#GWF2020

7-9 April 2020 /// Amsterdam

Planet Labs and

Disruptive Business

Models

Robbie Schingler

Co-Founder, Chief Strategy Officer

Planet EU Managing Director [email protected] I @schingler

Business

Models

1 About Planet

Labs

0 The Disruption

2 Where we are

Today

3

3

About Planet

Labs

0

We are in a

Global Sensing

Revolution.

Our mission is to image

the whole world every

day, and make global

change visible,

accessible, and

actionable.

Traditional Approach

• Tasking

• Low coverage

• Weeks to gain access

• Expensive

Planet Labs Approach

• Monitoring

• Global coverage

• Daily online delivery

• Lower cost

1. Agile aerospace R&D with space-based testing of every

aspect of satellite, optics, and software

2. Advanced satellite mass manufacturing and testing that

institutionalizes innovation

3. Automated, scalable mission control and mission

operations of the ground segment

Planet has Disrupted Aerospace

8

133 satellites successfully

launched on 11 rockets

100+ satellites to SSO in next 12 months

Rapid Eye

More than Satellites - an End-to-End System

100+

All China mosaic using data from the last 6 months

Lhasa

Beijing

Global Coverage

1. Global coverage

○ Cesium tool via Tim S

Tracing back to contributing scenes

Enterprise Tools

Create your own workspaces and get notified when new scenes come in

Always-on Monitoring…

17

Undated Google Earth image Pulau Pini, Indonesia

Pulau Pini, Indonesia June 22, 2015

May 19, 2016

Refugee Growth, Aleppo, Syria

February 24 – April 23, 2016

14,000

Refugees

here

Contested developed in South China Sea

Spratly Islands

September 1, 2015

Contested developed in South China Sea

Spratly Islands

November 6, 2015

March 09, 2016 Monitor

Port Activity

March 14, 2016 March 15, 2016

Divider 3

Business

Models

1 About Planet

Labs

0 The Disruption

2 Where we are

Today

3

Divider 3

Business

Models

1

1. Data

• Unique Data & Pixels

• Aggregators and Resellers to specialty market segments and geographies

2. (GIS) Products

• Specialty GIS software solutions to GIS market

• GIS Mosaicking Products and Data ready for Analytics

3. Value Added Services

• Serving End-User Specialty Needs

Planet Labs CONFIDENTIAL for INTERNAL USE ONLY 23

Established Business Models

Divider 3

The Disruption

2

1. Data Information Subscriptions

• Both Consolidation & New Entrants driven by Sensor Revolution

• Increase in new data sources driven by new Government & Commercial programs

• Information Subscription Services

2. (GIS) Products Platform Ecosystem

• Commodization of Storage and Compute enables integration of Data Collection, Access and Tools

• Market Growth potential with a Platform built for both GIS and non-GIS

3. Value Added Services New Business and Product Lines

• Computer Vision and Machine learning explosion (and open libraries) are driven outside GIS market

• Combining contextual information, Platform and Analytics will grow the market with New entrants to

build specialty solutions aggregating data and tools to meet business objectives

Planet Labs CONFIDENTIAL for INTERNAL USE ONLY 25

The Disruption

Divider 3

Where we are

Today

3

1. Data

• Data must fuel this revolution & is the core Market today. If you are a commercial sensor provider

(especially in space), this will be your market entry strategy and necessary for sustainability

• Subscription Services is largest growth area today

2. Products

• Data providers will build their own Platform; Data and Platforms will be Federated

• Cannot base the business on unproven Platform economics; we don’t know the speed of uptake

3. Value Added Services

• Data Resellers and Aggregators are in the ideal position to focus on high profitable applications

• With EC’s Copernicus program and commitment to the Ecosystem, there will be a major driver to

experiment with Platform economics & novel new businesses

Planet Labs CONFIDENTIAL for INTERNAL USE ONLY 27

Where we are Today

Open California

Cropland Data Layer (CDL)

maps of Clinton, Iowa. Corn

is represented in yellow, and

soy in green.

USDA MAP

2013

Cropland Data Layer (CDL)

maps of Clinton, Iowa.

Descartes Labs’ 2015

cropland usage prediction,

which has proved more

accurate than USDA maps.

DESCARTES CDL

PREDICTION

2015

Global Sensing Revolution & Human Decision

Making

Global imagery allows us to react

Daily global imagery enables us to act now

Daily global imagery & advanced

analytics empowers us to predict

tomorrow

Reactive

Predictive

Real-Time

Join Us!

www.planet.com

@planetlabs