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$RKLB CONFIRMS NEUTRON LAUNCH THIS YEAR

Shay Boloor

426,719 subscribers

86,070 次观看 • 1 年前 •via X (Twitter)

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$RKLB CEO PETER BECK CONFIRMS $450M IN NEUTRON REVENUE PROJECTED BY THE END OF 2027 👀

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Rocket Lab $RKLB CEO Peter Beck on scaling Neutron: > Successful Neutron maiden launch splash down will lead to barge landing on second launch > Neutron will scale faster than Electron due to design and infrastructure improvements > Carbon composite AFP machine allows production of Neutron structures much quicker and cheaper

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$RKLB CEO Peter Beck says launch is an “incredibly valuable and rare asset” as Rocket Lab moves to close its ~$8B Iridium deal and bring Neutron online by year-end. Rockets and satellites matter but spectrum, landing rights and recurring communications services are what turn space infrastructure into a real platform.

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$RKLB This is what I'm looking forward to most with Neutron: the landing. Seeing it touch down looking almost exactly as it did at launch will be an incredible technical achievement. I also reckon it'll spark a whole new wave of interest from investors and the wider public.

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$RKLB just posted record $2.36B of backlog and more than $1B of new launch and Space Systems contracts showing the business underneath Neutron is already scaling across rockets, satellites and components. CEO Peter Beck says “the window for an end year launch is narrowing” because Rocket Lab would rather qualify Neutron for reusability and high cadence than rush Flight 1 since the real moat comes from making medium-lift launch repeatable instead of simply proving it can fly once. If Rocket Lab gets that right then Neutron becomes the missing piece in a full-stack space platform that can design satellites, manufacture key components, build spacecraft, launch and operate constellations and eventually layer on recurring communications revenue through Iridium.

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$RKLB This will be our year 🎶🎧 I've mapped out daily RKLB price predictions for all of 2026, start to finish. I'm sure this will age perfectly ;)

$RKLB This will be our year 🎶🎧 I've mapped out daily RKLB price predictions for all of 2026, start to finish. I'm sure this will age perfectly ;)

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$RKLB 🚀🛰️🌎 "The ROI on Neutron is very fast, but don't forget there is a $320B opportunity sitting off to the right here that is enabled by Neutron." - Peter Beck of Rocket Lab 🧵1/4 [Video Source: Markets With Madison]

$RKLB 🚀🛰️🌎 "The ROI on Neutron is very fast, but don't forget there is a $320B opportunity sitting off to the right here that is enabled by Neutron." - Peter Beck of Rocket Lab 🧵1/4 [Video Source: Markets With Madison]

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$RKLB CEO Peter Beck said Neutron is key to scaling payload capacity & lowering launch costs as Rocket Lab pushes deeper into orbital infrastructure. It’s all part of Rocket Lab’s plan to become a vertically integrated space platform which is why Beck joked that “world domination” is part of the thesis.

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$RKLB heads into earnings this afternoon in a very different place than even a year ago because the story is no longer just about being the number two launch provider behind $SPCX. Electron, HASTE, Space Systems and the recent defense wins are already turning Rocket Lab into a much broader space company before Neutron even starts contributing. The main thing I want today is still a real Neutron update since I care much more about concrete progress across Archimedes, tank testing, vehicle integration and launch infrastructure than whether management simply says Q4 2026 is still on track. The bigger picture is whether Rocket Lab can keep layering businesses on top of that foundation with the ~$266M HASTE award, $816M SDA win, ~$397M SB-AMTI contract and $IRDM acquisition expanding the company across launch, spacecraft, defense and recurring communications.

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