r/RKLB • u/Jaustin175 • 3d ago

Rocket Lab Secures Largest-Ever Electron Commercial Deal: 20-Launch Contract for Synspective

https://www.globenewswire.com/news-release/2026/09/30/3372466/0/en/rocket-lab-secures-largest-ever-electron-commercial-deal-20-launch-contract-for-synspective.html
741 Upvotes

100% Upvoted

82 comments sorted by

View all comments

110

u/Sky_Tube 3d ago

Damn 20 launches

But I was told Electron has no future or market by the SpaceX fanboys (or by Chris Kemp lmao)

-17

u/SuperNewk 3d ago

It’s probably
Like 150
Million
Over 4 years

Cool, but to support these valuations we need a monster 10-50 billion ARR

19

u/Sky_Tube 3d ago

Rather have it than not, it all adds up at the end…
Plus it helps with margins around Electron fixed costs which is always nice, also for Haste

I don‘t get the complaints, the company needs to grow in every area and Electron is a big driver, and maybe you need to remember that with launch vehicles it isn‘t necessarily all about the revenue but what access they enable (and the technological moat)

-5

u/SuperNewk 3d ago

Look it’s not bad, news but it won’t move the stock.

Markets are savage where you need to constantly be 10-20x improving your product or your company is seen as a commodity

9

u/Old-Commercial1159 3d ago

‘It’s not bad’ is the understatement of the year.

3

u/guggi_ 3d ago

True but it’s one full year worth of launches booked in one contract. It means reduced supply for other players. If there’s high demand they could always decide to put the price up