Rocket Lab USA Inc (STU:6RJ)

€ 27.9 1.7 (6.49%) Market Cap: 13.97 Bil Enterprise Value: 14.00 Bil PE Ratio: 0 PB Ratio: 34.21 GF Score: 25/100

Rocket Lab USA Inc at Deutsche Bank Global Space Summit Transcript

Nov 15, 2023 / NTS GMT

Transcript 10-Q8-K

Xin Yu

Deutsche Bank AG, Research Division - Research Analyst

All right. We have our final panel of the day. And I don't think it will disappoint, let's talk about rockets. Our house view is that demand will continue to far outstrip supply through at least the middle of the decade, driven by deployment of large connectivity constellations and also geopolitical tensions, leading to strong pricing to those who can reliably scale up. We estimate the TAM to be about $8 billion last year, that will grow to $13 billion by 2025. That being said, launch is clearly a very tough business to figure out with several companies that would be on a panel that have actually faced extremely challenging conditions and gone out of business. And we also see many multiyear delays with some of the traditional launch companies such as ULA and Orion who can emerge to capture this large opportunity and properly challenge SpaceX going forward? Let's find out.

It's my pleasure to be joined by my 4 guests, Bill Weber, CEO, Firefly; David Kownator, CFO of Isar Aerospace; Muhammad Shahzad, CFO of Relativity Space; and Adam Spice,

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