BlackSky Secures Major Defense and Intelligence Contracts Worth Hundreds of Millions

BlackSky Lands $100M+ Defense Contract

BlackSky Technology has signed a seven-year contract worth over $100 million with an international defense sector client. The agreement includes real-time satellite monitoring and AI-driven analytics through 2032.

The client will gain priority access to high-resolution imagery from both the existing Gen-2 constellation and future Gen-3 satellites. These new systems will enable 35 cm resolution observations with data delivery in under an hour.

BlackSky operates on a subscription-based model, allowing seamless integration of advanced monitoring technologies into intelligence operations. This enables clients to track border crossings, ports, nuclear sites, and critical infrastructure in real-time.

BlackSky CEO Brian O’Toole emphasized that this contract confirms the growing market demand for advanced surveillance solutions.

BlackSky Selected for $200M Luno B GEOINT Contract

BlackSky Technology (NYSE: BKSY) has been selected as a provider for the National Geospatial-Intelligence Agency’s (NGA) $200 million Luno B contract. This Indefinite Delivery, Indefinite Quantity (IDIQ) agreement will grant U.S. defense agencies rapid access to commercial geospatial intelligence (GEOINT) data.

The contract will support the NGA’s efforts to integrate AI-driven analytics into GEOINT operations, aiding military forces, policymakers, and mission-critical partners. The Luno B system will enable users to monitor economic, environmental, and geopolitical activity and track illicit operations worldwide.

The contract includes a five-year base period, with a total ceiling of $200 million. Providers will compete for task orders to supply critical intelligence data.

BlackSky Extends NRO EOCL Gen-2 Imaging Contract

BlackSky Technology (NYSE: BKSY) has secured an extension of its Electro-Optical Commercial Layer (EOCL) contract with the National Reconnaissance Office (NRO) through mid-2026. The agreement covers subscription-based satellite imaging services from its Gen-2 constellation and enhancements in data search and management.

The new features will allow users to access data more efficiently and improve mission planning. With up to 15 daily revisits and AI-powered analysis, BlackSky delivers real-time intelligence to command centers and operational forces.

This marks the fourth year of the 10-year EOCL contract, reinforcing the U.S. government’s trust in BlackSky’s technology. The company is pushing toward full automation and the future deployment of Gen-3 satellites to further enhance intelligence capabilities.

BlackSky Wins U.S. Space Force AI Analysis Contracts

BlackSky Technology (NYSE: BKSY) has been awarded multiple contracts under the U.S. Space Force’s Global Data Marketplace (GDM) initiative, supporting Tactical Surveillance, Reconnaissance, and Tracking (TacSRT) missions.

The GDM system, operational for a year, provides faster access to BlackSky’s services, delivering AI-driven intelligence for real-time operational decision-making. This confirms the rising demand for immediate satellite-based intelligence.

BlackSky supplies critical intelligence for military and civilian missions, from monitoring extremist activities to humanitarian disaster response. Through short-term, rapidly executed contracts, the company delivers essential data without complex integrations.

TacSRT integrates multiple data providers to supply intelligence on global threats and emerging crises requiring swift action. BKSY shares have surged 25% in the past month and 37% over the last year, solidifying the company’s position in the growing GEOINT market.