{ "docId": "019de517-2286-742a-8259-f6aae6617c68", "docSlug": "2020dfbfa87701ddb25fd77dea0e64ae", "documentTitle": "BlackSky | Investor Presentation Deck | 26 slides", "authorId": "blacksky", "authorName": "BlackSky", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-11-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 20, "pageCount": 26, "prevPage": 19, "nextPage": 21, "slideType": "business_model", "function": "present_framework", "density": "overcrowded", "nDataPoints": 0, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de517-2286-742a-8259-f6aae6617c68/20", "deckHref": "/decks/019de517-2286-742a-8259-f6aae6617c68", "deckJsonHref": "/decks/019de517-2286-742a-8259-f6aae6617c68.json", "deckAnchorHref": "/decks/019de517-2286-742a-8259-f6aae6617c68#slide-20", "components": [ { "bbox": { "h": 0.068, "w": 0.068, "x": 0.048, "y": 0.384 }, "kind": "image", "text": null, "attrs": {}, "subkind": "icon-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "573f2be8-c423-4ba9-bd49-bb57c50e712d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.068, "w": 0.068, "x": 0.048, "y": 0.565 }, "kind": "image", "text": null, "attrs": {}, "subkind": "icon-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9c2b6808-b98d-4da7-b236-63d55e4279f3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.068, "w": 0.068, "x": 0.048, "y": 0.203 }, "kind": "image", "text": null, "attrs": {}, "subkind": "icon-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ae50a080-a816-4f98-b51c-837f10ea2013", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.068, "w": 0.068, "x": 0.048, "y": 0.746 }, "kind": "image", "text": null, "attrs": {}, "subkind": "icon-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b877a58f-2175-4488-88a9-351ae6b9780f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.028, "w": 0.12, "x": 0.034, "y": 0.93 }, "kind": "image", "text": null, "attrs": {}, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2f11dd7d-305d-4219-bfcc-f35d85644b56", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.075, "w": 0.537, "x": 0.39, "y": 0.574 }, "kind": "list", "text": "Fixed operating costs provide significant leverage and scale\nHigh margin revenue expected to drive strong adjusted EBITDA margins\nLow incremental costs to expand high margin data and analytic services", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "35bd8085-b8e8-40b5-bd0a-3142f439a7b1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.075, "w": 0.537, "x": 0.39, "y": 0.755 }, "kind": "list", "text": "Low-cost satellites benefit from longer life and reducing on orbit costs\nRight sized constellation with just in time capacity strategy = efficient CAPEX\nCollect once sell many strategy yields compelling ROIC", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "39252eb1-0f5b-4c9c-b2d5-a0156f967b21", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.537, "x": 0.39, "y": 0.393 }, "kind": "list", "text": "Unit economics of satellites yield high margin low-cost data\nUpsell analytics delivered at high incremental margins", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7152b893-9faf-42e8-bbb1-3c9fa2a1caa1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.537, "x": 0.39, "y": 0.212 }, "kind": "list", "text": "Recurring subscription revenue; Multi-year take or pay contracts\nLand and expand strategy drives incremental growth from growing customer base", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "db671de3-9b8f-42d6-8eca-8ae0f188f795", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.075, "w": 0.206, "x": 0.139, "y": 0.746 }, "kind": "paragraph", "text": "Capital &\nOperationally Efficient\nConstellation", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a4a37795-48e2-4ebb-8b2d-5ec4f4396d0e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.075, "w": 0.206, "x": 0.139, "y": 0.384 }, "kind": "paragraph", "text": "High Margin\nProprietary Imagery\nand Analytics", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b7b5431b-203d-41cc-b8c0-3acc5b83f25f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.179, "x": 0.139, "y": 0.212 }, "kind": "paragraph", "text": "High Visibility\nRevenue", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cfbf2e56-e112-4910-88b4-4bd84d3876a3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.075, "w": 0.179, "x": 0.139, "y": 0.565 }, "kind": "paragraph", "text": "Strong\nOperating\nLeverage", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d0cb7620-020a-4319-ae45-c3ba754c4691", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.306, "x": 0.173, "y": 0.94 }, "kind": "source-note", "text": "BlackSky 2023. All rights reserved. Confidential & Proprietary.", "attrs": { "numbered": true }, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "12706cb8-156f-4986-b86e-177cb9f21fff", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.018, "x": 0.953, "y": 0.94 }, "kind": "source-note", "text": "20", "attrs": { "numbered": true }, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a8a0a55f-bc52-4cc2-b55a-1dd82fc30be1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.469, "x": 0.268, "y": 0.07 }, "kind": "title", "text": "Attractive Investment Economics", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "915418ec-07d3-4c4e-b65f-b1744c29b311", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 24, "from": 20, "beatId": "9ac912a6-b42f-4429-97cc-1c5f400c4c70", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Slides 20-24 present BlackSky's business model, revenue, and outlook", "position": 3, "confidence": 0.9, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }