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    Anthony Valentini • Goldman Sachs

    Anthony Valentini's questions to Rocket Lab USA Inc (RKLB) leadership

    Anthony Valentini's questions to Rocket Lab USA Inc (RKLB) leadership • Q2 2025

    Question

    Anthony Valentini asked if Rocket Lab would consider introducing a new launch vehicle in the future, either larger than Neutron or in between the size of Electron and Neutron.

    Answer

    CEO Sir Peter Beck stated there are no current plans for a new vehicle. He sees no significant market opportunity between Electron and Neutron. While he believes Neutron is accurately sized for the market, he noted that its 7-meter diameter architecture is inherently scalable, providing flexibility to develop a larger vehicle in the future if market dynamics were to drastically change.

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    Anthony Valentini's questions to Rocket Lab USA Inc (RKLB) leadership • Q3 2024

    Question

    Anthony Valentini asked if Rocket Lab could capture business from Amazon Kuiper's launch needs, whether the Space Systems segment is profitable, and if the 2025 Neutron test flight would generate revenue.

    Answer

    CEO Peter Beck responded to the Kuiper question by reiterating that launch demand is not a concern for the company. CFO Adam Spice clarified that while they don't report segment-level profitability, the vast majority of the company's cash consumption is from Neutron development. He also confirmed the 2025 Neutron test flight will not have associated revenue, but they are exploring ways to offset its cost via 'contra R&D'.

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    Anthony Valentini's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership

    Anthony Valentini's questions to Kratos Defense and Security Solutions Inc (KTOS) leadership • Q2 2025

    Question

    Anthony Valentini from Goldman Sachs asked for details on the Marine Corps program of record process, the timeline for the GEK and Prometheus JVs to reach a billion-dollar valuation, and an update on large training programs.

    Answer

    CEO Eric DeMarco declined to comment on the Marine Corps program beyond public information. He projected both the GEK and Prometheus ventures could become material in the 2028-2029 timeframe and achieve billion-dollar valuations once in full production. Regarding large training programs, he simply advised to 'Standby.'

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    Anthony Valentini's questions to Planet Labs PBC (PL) leadership

    Anthony Valentini's questions to Planet Labs PBC (PL) leadership • Q1 2026

    Question

    Anthony Valentini of Goldman Sachs asked for an update on management's prior commentary that revenue growth next year was expected to be "at least double."

    Answer

    President & CFO Ashley Fieglein Johnson confirmed that the company's forward-looking targets are unchanged. She pointed to the significant growth in backlog and strong sales performance as providing the necessary foundation to achieve sustained and accelerated growth, reaffirming the sentiment from the previous quarter.

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    Anthony Valentini's questions to Planet Labs PBC (PL) leadership • Q4 2025

    Question

    Anthony Valentini asked about the strategy to improve the net dollar retention rate (NDRR) to industry-leading levels and whether the focus on large new customers could be a temporary headwind to that metric.

    Answer

    CFO Ashley Whitfield Johnson outlined that the core strategy is to build solutions that embed Planet's data into customers' core operational workflows. This deep integration accelerates time-to-value and is expected to drive stronger retention and expansion rates. The company's vertical market alignment ensures product development is closely tied to solving customer challenges, which supports this goal.

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    Anthony Valentini's questions to Planet Labs PBC (PL) leadership • Q2 2025

    Question

    Anthony Valentini, on for Noah Poponak at Goldman Sachs, asked if Planet is involved in the NGA's Economic Indicator Monitoring (EIM) program and whether the new Tanager satellite's capabilities make Planet's bids for successor programs more competitive.

    Answer

    CEO Will Marshall clarified that the EIM program has been succeeded by a new vehicle called Luno, for which Planet is pursuing opportunities that fit its differentiated offerings. He stated that Tanager's hyperspectral capabilities '100%' open up new possibilities and are a 'machine learning field day,' but noted that the Luno program is currently more focused on traditional multispectral imagery, making Tanager a medium-to-long-term play for that specific opportunity.

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