45Rebe2030 retweeted
$VOYG: Voyager just reported record Q3 revenue of $89M, up 124% YoY and 68% QoQ.
Backlog hit a record $742M (+293% YoY), including $347M from Astrobotic. Bookings were $116M, a 1.3x book-to-bill.
Full-year 2026 revenue guidance raised to $285M–$305M.
45Rebe2030 retweeted
Our last double-digit launch incoming! Less than 24 hours to go until our 99th Electron is scheduled to launch from LC-1 in New Zealand.
"The Sea God Surveys" launch window for @QPS_Inc opens:
🚀05:30am NZDT, Nov 3
🚀01.30am JST, Nov 3
🚀04:30pm UTC, Nov 2
🚀11:30am EDT, Nov 2
🚀08:30am PT, Nov 2
45Rebe2030 retweeted
$RKLB OUTLINES PLANS FOR A MUCH MORE POWERFUL $IRDM NETWORK
- Reinvest the savings from the deal into the Iridium network
- Speed up a next-gen constellation with 20x more beams per satellite
More beams means each satellite can serve far more users at once
Source: Oct 30 FCC filing
45Rebe2030 retweeted
🚨 $RKLB WINS $36.8M NEW NASA CONTRACT TO FLY GDC TRAILBLAZER
A federal contract record dated Oct 28 shows:
- $28.9M funded now, up to $36.8M potential value
- Current contracts runs through Dec 31, 2027
- NASA paid Rocket Lab, Loft Orbital and Tyvak to study mission concepts in May. RKLB ends up being the one that wins the flight order
The mission will study Earth's upper atmosphere and space weather, which can affect satellites and communications
45Rebe2030 retweeted
NASA pissed off Rocket Lab, and RKLB doesn’t want Blue Origin to get the MTN contract.
Rocket Lab has filed a second GAO protest against NASA’s MTN contract, with a decision deadline of February 1, 2027.
This is the roughly $700 million contract NASA awarded to Blue Origin on September 1. The first protest has a deadline of December 21, and during the protest period NASA is required to suspend contract performance.
That means Blue Origin’s MTN contract could be frozen until next February, putting even more pressure on the 2028 Mars launch window.
45Rebe2030 retweeted
$RKLB 🌏,
When Rocket Lab's legal team reviewed the released NASA files, they likely discovered additional evaluation errors or inconsistencies that weren't visible from the outside, a separate "supplemental" docket was filed on Oct 24th, to add these new arguments to the case.
NASA pissed off Rocket Lab, and RKLB doesn’t want Blue Origin to get the MTN contract.
Rocket Lab has filed a second GAO protest against NASA’s MTN contract, with a decision deadline of February 1, 2027.
This is the roughly $700 million contract NASA awarded to Blue Origin on September 1. The first protest has a deadline of December 21, and during the protest period NASA is required to suspend contract performance.
That means Blue Origin’s MTN contract could be frozen until next February, putting even more pressure on the 2028 Mars launch window.
45Rebe2030 retweeted
$RKLB NEUTRON'S FIRST FLIGHT HARDWARE IS NOW AT THE PAD
- The thrust module is on the launch mount for pad connection and propellant tests
- Next for Stage 2: cold-propellant tests, practice fueling runs, then an engine install and static fire
Great progress update!
45Rebe2030 retweeted
$RKLB's @Peter_J_Beck has hinted at unannounced Neutron contracts that should be announced soon.
My bet is on $RKLB getting a chunk of this NASA bulk launch deal.
Plan is to buy up launch from 4-5 different commercial rockets.
$RKLB will absolutely be on this list.
Question for me is how big of a contract?
45Rebe2030 retweeted
They are unloading the second stage of the @RocketLab Neutron. It's pretty exciting to finally see parts showing up. $RKLB
45Rebe2030 retweeted
The Northstar Challenger has arrived at Chincoteague Virginia. It is carrying the @RocketLab Neutron 2nd Stage & Thrust section. $RKLB
🤖 Made with AI
45Rebe2030 retweeted
Here is the first view of the Northstar Challenger arriving off Chincoteague with the @RocketLab Neutron Components. $RKLB
🤖 Made with AI
45Rebe2030 retweeted
Enjoy the sights and sounds of shipping Neutron's Stage 2 and Thrust Module to Launch Complex 3.
45Rebe2030 retweeted
Iridium delivers resilient, secure, and trusted position, navigation and timing (#PNT) solutions tailored for government needs including #nationalsecurity and #defense.
Connect with our team at Defence in Space (#DISC2026) this week to learn more → bit.ly/4i46F9q
45Rebe2030 retweeted
Cowboy Space just announced Stampede, its plan for AI compute in orbit.
20,000 satellites at 1 MW each, adding up to 20 GW at full build. Each one carries just under 800 Nvidia GPUs, and the rocket's upper stage is the satellite itself.
The company is led by Robinhood co-founder Baiju Bhatt and raised $275M at a $2B valuation in May.
Launch is targeted for 2028.
45Rebe2030 retweeted
It’s a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3.
Earlier today we sent Neutron’s Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia.
Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutron’s Thrust Module is the rocket’s only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.
45Rebe2030 retweeted
$RKLB IS ACTUALLY HELPING ITS CUSTOMERS FINANCE THEIR ROCKET LAUNCHES
Some things I find interesting in its Q2 earnings:
- Rocket Lab reported $32.2M in outstanding customer-financing receivables as of Jun 30, up from $22.9M at the end of 2025
- certain commercial customers can finance launch milestone payments
- interest rates are fixed at 9.5%, 10.8%, or 12.6%
Is this a smart way to secure more contracts?
45Rebe2030 retweeted
🚨 $RKLB HAS UNTIL THIS FRIDAY TO RESPOND TO FCC CONCERNS RAISED BY $SPCX AND $ASTS PARTNER LIGADO
Both companies filed letters questioning Iridium's conduct toward competitors:
- SpaceX raised concerns about Iridium's demands for shared Ka-band spectrum coordination
- Ligado accused Iridium of using FCC proceedings to delay competing satellite services
Upcoming FCC deadlines:
- Oct 30: Responses due
- Nov 9: Replies due
Neither filed a formal petition to deny the acquisition. Rocket Lab and Iridium can respond, but are not required to.
Interesting to see if they address these allegations.
45Rebe2030 retweeted
Rocket Lab Space Structures Complex Update 7
October 26, 2026
Middle River, Maryland
Today's final update! We have an empty dock!
KIMBERLY JO is underway following the loading of Neutron hardware for shipment to Rocket Lab's facilities at Wallops Island, Virginia!
Fair winds and following seas!
@NASASpaceflight
