Unfortunately the likes of POSodoro have driven a lot of legitimate users away from this forum. It may be the death of HC if the moderators don't retard the posts of users such as these.
Here is an interesting article I found which describes the aerial imagery market from a consumer perspective. It is neither bullish nor bearish, just an interesting view on how aerial imagery companies make money (or don't make money).
I am looking forward to the results. There is potentially a lot of good news in the future for NEA, IMO positively risked, e.g -
interest rates stabilizing / going back down
new markets / apps (such as the one spoken about during the last results)
new uses for AI, improved efficiency / new use cases from the higher resolution