Laden...
Loading...
Please wait
Sir Peter Beck founded Rocket Lab 20 years ago. Today, the company is scaling far beyond launching rockets.
Rocket Lab (NASDAQ: RKLB) just posted a record Q2 2026:
• $234M revenue, +62% YoY
• $2.36B record backlog, +137% YoY
• $437M+ in new launch contracts
• $581M+ in new Space Systems contracts
• 90+ launches in backlog
• Q3 revenue guidance of 250M–265M
We sat down with Founder & CEO Sir Peter Beck after touring Rocket Lab’s Long Beach facility to break down what comes next.
Peter explains Rocket Lab’s transformation from a launch company into an end-to-end space company spanning rockets, satellites, components, defense, and communications.
We get into Neutron and why Peter believes investors should be asking about the 10th launch, not just the first, the strategy behind the Iridium acquisition, Rocket Lab’s growing national security business, Flatellite, its acquisition playbook, and why going public gave the company the firepower to pursue opportunities it never could have as a private company.
We also discuss Neutron’s delays, Archimedes, reusability, Rocket Lab’s vertically integrated manufacturing strategy, building an entire space industry from scratch in New Zealand, and Peter’s long-term ambition to build a multi-generational company.
Plus: aliens, getting knighted, why Archimedes engines are painted black, and Peter’s surprisingly simple philosophy on business.
Peter Beck: https://x.com/Peter_J_Beck
Molly O’Shea: https://x.com/MollySOShea
Sourcery: https://x.com/sourceryy
𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/mpOy_UarJKg
𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery
Follow Sourcery for the latest updates!
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Sir Peter Beck, Founder & CEO at Rocket Lab
(00:59) Rocket Lab's biggest quarter
(02:53) The competitive edge in Space
(04:10) Rocket Lab's Acquisition Strategy
(05:04) Reason behind the Iridium Deal
(06:13) Competing with Blue Origin & SpaceX
(11:19) Building a Launch Monopoly in New Zealand
(12:33) Is this why Peter got Knighted?
(16:42) Beating SpaceX to the Public Markets
(20:05) Why Neutron is still facing delays
(27:38) Rocket Lab's latest contract wins
(29:04) How defense became a prime mover for Rocket Lab
(30:39) Ghost: Rocket Lab's portable launch pad
(31:30) Has he seen Aliens?