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HawkEye 360, Inc. (HAWK) Q2 2026 Earnings Call Transcript

HawkEye 360, Inc. (HAWK) Q2 2026 Earnings Call August 13, 2026 4:30 PM EDT

Company Participants

John Serafini – Founder, CEO, President & Director
Craig Searle – Chief Financial Officer

Conference Call Participants

Tom Cook – ICR Inc.
Kristine Liwag – Morgan Stanley, Research Division
Alexander Christian Preston – BofA Securities, Research Division
Louie Dipalma – William Blair & Company L.L.C., Research Division
Peter Arment – Robert W. Baird & Co. Incorporated, Research Division
Kenneth Herbert – RBC Capital Markets, Research Division
Christopher Quilty – Quilty Space Inc., Research Division
Jeff Van Rhee – Craig-Hallum Capital Group LLC, Research Division
Connor Dessert – Goldman Sachs Group, Inc., Research Division

Presentation

Operator

Greetings, and welcome to the HawkEye 360 Second Quarter 2026 Earnings Call. [Operator Instructions] Please note, this conference is being recorded.

I would now like to turn the conference over to your host, Tom Cook, Managing Director of ICR. Please go ahead.

Tom Cook
ICR Inc.

Thank you, and good afternoon, everyone. Welcome to HawkEye 360’s Second Quarter 2026 Earnings Conference Call. With me on the call today is John Serafini, CEO; and Craig Searle, CFO.

Before we begin, I’d like to remind everyone that our remarks may include forward-looking statements about our expectations, plans, outlook, and future performance, which we make pursuant to the safe harbor provisions of federal securities laws. These statements are subject to risks and uncertainties that could cause actual results to differ materially from those discussed today. Please refer to the forward-looking statements disclosure in our earnings release and our filings with the Securities and Exchange Commission. We will also discuss certain financial measures that are not presented in accordance with GAAP. Our earnings release includes additional information about these non-GAAP measures, including definitions and reconciliations to the most directly comparable GAAP measures as applicable.

With that, I would now like to

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