The global satellite launch market is undergoing exponential change, with demand for flexible, affordable, and rapid deployment driving capital flows. Rocket Lab's scalable platform and integration into satellite systems position it as a long-term winner in both government and commercial contracts.
“With over $1B in backlog and a vertically integrated model, Rocket Lab isn’t just launching satellites—it’s building a modern aerospace ecosystem.” — CFRA Thematic Research
What You'll Learn
- Market Disruption: How Rocket Lab carved out a viable niche in an area long considered unprofitable—dedicated small satellite launches
- Vertical Integration Advantage: Why Rocket Lab’s end-to-end control over spacecraft design, software, and launch operations creates a moat against peers
- Competitive Landscape: A clear breakdown of where Rocket Lab stands vs. SpaceX and United Launch Alliance in payload size, cost-per-kg, and flexibility
- Neutron’s Potential: An inside look at the Neutron rocket and its role in expanding Rocket Lab’s addressable market
- Macro Trends: Forecasts and data showing the explosion of smallsat deployments—2,800 in 2024 alone—with continued demand through 2030
Access the full thematic analysis and stay ahead of investment trends shaping the satellite economy.
