Rocket Lab articles
RocketLab's Ascent: An IT Analogy for the Space Economy
Original deep dive: The space economy isn't exactly straightforward, and its commercial development is still pretty new. You can't just wing it—you have to dive deep.
Rocket Lab: One Step Closer to Unlocking “The Keys to Space”
Q3 2024 update: with a growing reputation, advanced production capabilities, and strategic partnerships, Rocket Lab is solidifying its position as a leader in the evolving space industry, moving ever closer to unlocking “the keys to space.”
Rocket Lab: Neutron is my thesis’ single point of failure
Rocket Lab closed out 2024 with a phenomenal Q4, delivering financial and operational results that cement its leadership in the rapidly evolving space industry.
The company achieved a record-breaking annual revenue of $436 million, a robust 78% increase over 2023, with Q4 contributing $132 million—representing a staggering 121% year-over-year growth and a 26% sequential jump from Q3.
Rocket Lab: Increasing the Asymmetry
blasted into Q1 2025 with $122.6 million in revenue, a 32.1% year-over-year surge, driven by an increase in launches (from 4 to 5) and Space Systems growth, particularly from the SDA satellite manufacturing contract and component businesses. However, revenue dipped 7.4% quarter-over-quarter due to lower ASP (Average Selling Price) for Electron launche…
Rocket Lab: Just Exit Your Position, If in Doubt
Since my last update on Rocket Lab in May 2025, where I highlighted how the investment in the company was tilting the asymmetry heavily to the upside, the stock has nearly doubled. Has the market finally caught on?
Rocket Lab: FOMO kicks in hard
In the past month, Rocket Lab’s stock has rocketed nearly 70%, propelled by blockbuster quarterly results, whispers of a SpaceX IPO on the horizon—likely in 2026—and mounting hype around orbital data centers, which literally lit the entire space on fire.
Rocket Lab infinite TAM
In 2026 and beyond, two forces dominate everything:
1) AI
2) Space
And they are starting to reinforce each other.