Suji de Silva

Suji de Silva requested an update on the backlog mix between launch and spacecraft, specifically detailing the Alpha launch backlog split between national security responsive missions and other categories. He also asked for a roadmap of Blue Ghost's capacity to the Moon, including its pairing with Elektra, for carrying larger cargo, infrastructure, and eventually manned missions.

Answer

CFO Darren Ma stated that the company has not disclosed the exact split but noted Q2 revenue was majority spacecraft. He projected a shift in backlog weighting towards spacecraft, potentially outpacing launch in the future. CEO Jason Kim described a long-term roadmap for Blue Ghost, leveraging carbon composite structures and scalable technology from Mission 1 to build larger systems. He envisions multiple annual missions by the end of the decade, carrying rovers, light terrain vehicles, infrastructure, and eventually supporting manned missions.

Suji de Silva asked for an update on the backlog mix between launch and spacecraft, specifically detailing the Alpha launch backlog split between national security responsive missions and other contracts. He also sought insight into the long-term roadmap for Blue Ghost and Elektra, including capacity for larger cargo, infrastructure, and eventually manned missions to the Moon.

Answer

CFO Darren Ma stated that the backlog split between launch and spacecraft is not disclosed, but Q2 revenue was majority spacecraft. He noted that prior to Blue Ghost Mission 4, the backlog leaned more towards launch, but is expected to shift. CEO Jason Kim outlined a long-term roadmap for scaling lunar capabilities, leveraging carbon composite structures and transferable technology from Blue Ghost Mission 1. He envisions not only annual missions but multiple missions annually by the end of the decade, including rovers, light terrain vehicles, and infrastructure like power plants.