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园长|YuanMan
@sanyuanVC
Founder @DeJob_Official (No.1 Web3 Job Platform) Global Web3 Growth OR Hong Kong IPO Linking technology with traffic and funds 📬DM is open
Joined March 2022
1.4K Following    41.4K Followers
今天火箭可以起飞吗? $RKLB 今天出财报,Iridium 能复刻Starlink的成功吗? 它六月底签下了协议,计划以约80亿美元收购 Iridium。 Iridium到底干啥的? 它是一家实现 100% 全球覆盖的商业卫星通信运营商,目前拥有超过 255 万名活跃用户。 相比营收多少,发射了多少火箭,我更想知道 Peter Beck 到底想把 $RKLB 变成什么样。 之前Rocket Lab的商业模式是,造卫星,收一次钱。然后,发火箭,再收一次钱。 未来,它可以造卫星,然后自己发射,自己再运营,然后每个月收通信服务费。 Iridium 2025 年营收大概 8.72 亿美元。 Starlink 已经成为 $SPCX 烧钱的底气。 而 Iridium 未来能不能成为 $RKLB 的支柱呢?
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$RKLB Last quarter, Rocket Lab beat its guidance with a record $200.3 million in revenue. For Q2, they have guided for $225 million to $240 million. IMO they'll set a new record again with around $240 million, which would beat Wall Street consensus of around $231 million. That would imply roughly 66% year-on-year growth compared to Q2 2025. A very solid jump in just 12 months. The win of a $90M contract to design, build and operate two GEO satellites, plus six Electron/HASTE launches, as well as the completion of the Motive acquisition, are excellent indicators of a strong quarter imo. In Q2 they've also been selected by NASA to provide three Electron launches for two separate NASA missions, PolSIR and TSIS-2, starting early next year. I'm aware that revenue from newly signed contracts won't be recognised immediately, but I think it still highlights the underlying demand for Rocket Lab's services.
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