BlackSky (BKSY)

SkyFi, an AI-first Earth intelligence platform, today announced it has teamed up with Robinhood to introduce 'Satellite Intelligence,' a Robinhood Agent App available in the coming weeks. Upon launch, Robinhood Agents customers will be able to subscribe for monthly access to satellite insights over monitored sites associated with the top-traded stock symbols on Robinhood.

Read the Robinhood Agent Apps announcement here, made during the company's HOOD Summit 2026.

Users will be able to ask their Robinhood Agents about a monitored site of interest. The agent retrieves SkyFi's most recent observation and answers with the image and analyzed data, such as the number of cars in a factory parking lot and the date it was captured.

The connection runs over the Model Context Protocol (MCP), an open standard that lets an AI agent engage with an outside data source directly. SkyFi has partnered with BlackSky as the first imagery supplier for the Satellite Intelligence app.

What the SkyFi Satellite Intelligence app covers

At time of launch, capabilities will include four recurring observation sets across monitored sites associated with Robinhood's top-traded stock symbols.

Production Watch: Finished vehicles counted in the yards of assembly plants, on a planned weekly cadence, covering both EV and standard vehicle manufacturers.

Fulfillment Pulse: Trucks and trailers counted in the lots of large e-commerce fulfillment hubs on a weekly basis.

AI Buildout Monitor: Construction progress at hyperscale data center campuses, compared month to month: cleared land, foundation area, and the electrical and cooling structures that go up before the data center comes online.

Park Attendance Tracker: How full the parking lots are at flagship theme park resorts, monitored weekly.

"What investors want from a satellite is an answer: how many trucks were at a fulfillment hub last week, how much construction progress has been made at a data center build site since last month," said Luke Fischer, CEO of SkyFi. "Until now, monitoring economic activity has largely been a capability only accessible to institutions with large data budgets. Working with Robinhood, we will put that category of satellite intelligence in front of individual customers through their agent."

Fischer added, "We spent the past year making SkyFi callable by any AI agent over MCP, so a question goes straight to orbit and comes back as an image with a number and date on it. SkyFi delivers an image, analysis, and the time it was captured. What a customer does with it is theirs to decide. Robinhood is the first place these workflows will show up at scale."

How the data works

A satellite observation is a point-in-time capture, not a live feed. Each site is imaged on a planned schedule. Clouds and satellite availability mean a planned capture may not succeed, and when one fails, SkyFi re-attempts at the next opportunity. Every result carries both the planned cadence and the date and time of the actual capture, so a customer will be able to see how recent the number is.

Availability

'Satellite Intelligence' will be available soon as a Robinhood Agent App covering the four observation sets described above. Robinhood handles billing and the related account terms. Other fees may apply.

Satellite Intelligence does not provide investment advice, recommendations, or predictions. A satellite observation describes conditions at one location at the moment of capture. It may not reflect current conditions or a company's reported results.

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