Upload
others
View
1
Download
0
Embed Size (px)
Citation preview
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