What guidance did the company provide for Q3 2025 revenue and profitability? | SPIR (Aug 13, 2025) | Candlesense
SPIR

What guidance did the company provide for Q3 2025 revenue and profitability?

Spire Global used its Q2 2025 earnings release to look ahead to the next quarter, guiding Q3 2025 revenue in a $70 million‑$75 million range. In addition, the company said it now expects to be profitable on a GAAP basis, projecting positive adjusted EBITDA and a modest expansion of its operating margin versus the prior quarter. The guidance reflects continued traction in its core space‑based data services—particularly the growth of its maritime AIS, weather‑modeling and aviation‑tracking contracts—along with the ramp‑up of its newly launched satellite constellation, which should lift average contract values and improve pricing power.

From a trading perspective, the upside‑biased Q3 outlook is a catalyst that could tighten SPIR’s valuation gap to peers in the satellite‑data space. The stock has been trading near its 200‑day moving average after a modest pull‑back, and a breakout above the recent resistance around $6.50 would signal the market’s acceptance of the profitability narrative. Positioning a small‑to‑moderate long (or buying call spreads with a $6.70–$7.00 strike) could capture the upside while limiting downside risk if the company’s execution falls short of the guidance. Investors should keep an eye on macro‑related demand for Earth‑observation data (e.g., weather‑extreme events, supply‑chain constraints) and any forward‑looking commentary during the Q3 earnings call for confirmation of margin trajectory.

Other Questions About This News

Are there any upcoming capital expenditures or satellite launch schedules that could affect cash flow? What is the preliminary revenue figure for Q2 2025 and how does it compare to the same quarter last year? What was the year‑over‑year growth rate for the reported revenue? How does the reported revenue compare to Wall Street consensus estimates for the quarter? What are the disclosed earnings before interest, taxes, depreciation and amortization (EBITDA) and net loss for the quarter? What are the key drivers behind any revenue beat or miss (e.g., new contracts, pricing changes, volume shifts)? Which business segments (e.g., maritime, aviation, weather, analytics) contributed most to the revenue change? What is the current cash, cash equivalents, and marketable securities balance and how does it compare to the prior quarter? What is the company’s cash burn rate and runway given the current cash position? Did the company raise, lower, or keep unchanged its full‑year 2025 revenue guidance? Did management provide any updates on the deployment of the next‑generation satellite constellation? What new customer contracts or renewals were announced in the update? How does Spire’s revenue growth compare to its main competitors (e.g., Planet, Maxar, ICEYE)? What is the company’s current market share in its core data‑analytics services and is it gaining or losing ground? Did management comment on any regulatory or geopolitical risks that could affect future revenue? What topics will be covered in the webcast, and will management provide a Q&A session for analysts? What are analysts’ primary concerns or questions that might be raised during the webcast? Is there any indication that the company will initiate share buybacks, dividend changes, or other capital return initiatives? How did the stock price react immediately after the release and the subsequent webcast?