Eric Fromson's questions to Intuitive Machines Inc (LUNR) leadership • Q4 2024
Question
Eric Fromson of Stifel asked for more insight into the drivers of the 2025 revenue guidance of $250-$300 million and the expected shape of growth, as well as any initial observations from the ongoing IM-2 mission 'hot wash' review.
Answer
CFO Peter McGrath explained that the low end of the revenue range is supported by the existing contracted backlog, providing a steady base, while the high end depends on securing new opportunities like CLPS task orders. CEO Steve Altemus noted the IM-2 review is a comprehensive process with internal findings expected by early April, which will then be shared transparently with stakeholders.