Rocket Lab Community

The global 'space economy' is forecasted to be worth ~$1.8 trillion by 2035. Roughly $800 billion is estimated to be made up of "backbone" business, such as satellites and rockets, and the services or software required to enable them, such as internet and positioning technologies.

Key Takeaways Expanded vertical integration and end-to-end space solutions position Rocket Lab for major defense contracts and future margin growth. High launch cadence, satellite manufacturing, and reusable rocket development enable multi-year revenue growth, backlog expansion, and broader market access.

Key Takeaways Rocket Lab's vertical integration and unique end-to-end offerings position it to secure premium pricing, superior margins, and major defense and constellation contracts ahead of peers. The company is set to capture significant market share with reusable launches and international expansion, transforming backlogs into stable, high-margin recurring revenue streams.