COMPANY
Rocket Lab
RKLB:US
Primary coverage by Pierre Ferragu
Research
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Rocket Lab/ Iridium Deal: Call slidesJuly 2, 2026 — James Ratzer, Pierre Ferragu and David Barden
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Rocket Lab acquiring Iridium: fast-tracking the full-stack play and pushing further away the antitrust risk for SpaceXJune 29, 2026 — Pierre Ferragu, James Ratzer and David Barden
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Orbital Compute deep dive: How serious? How big?June 26, 2026 — Pierre Ferragu, James Ratzer and David Barden
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Blue Origin explosion. Implications for our coverageMay 29, 2026 — David Barden, Pierre Ferragu and James Ratzer
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SpaceX: Launch deep dive: The gateway to a trillion-dollar opportunityMay 28, 2026 — David Barden, Pierre Ferragu and James Ratzer
Events
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Jul
6SpaceJuly 6, 2026 — VirtualHosted by Pierre Ferragu and Ben HarwoodWatch Replay -
Jun
2SpaceJune 2, 2026 — VirtualHosted by Pierre Ferragu, David Barden and James RatzerWatch Replay -
May
26CommunicationsMay 26, 2026 – May 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
May
18SpaceMay 18, 2026 — VirtualHosted by David Barden, Pierre Ferragu and James RatzerWatch Replay
