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Sujit D'Silva

Managing Director and Senior Research Analyst at Roth Capital

Suji Desilva, CFA, is a Managing Director and Senior Research Analyst at Roth Capital Partners, specializing in semiconductor and technology sector research. He covers companies such as ACM Research (ACMR), Credo Technology Group (CRDO), Astera Labs (ALAB), MaxLinear (MXL), D-Wave Quantum (QBTS), Intuitive Machines (LUNR), and Netlist, with a strong performance track record including a 49.59% success rate and 56.52% average return on StockAnalysis, ranked #143 out of 4,935 analysts, and previously named a TipRanks Top 150 Wall Street Analyst in 2017. Desilva joined Roth in July 2016 after serving as a Senior Analyst at Topeka Capital Markets, ThinkEquity, and Kaufman Brothers from 2007 to 2016, starting his semiconductor equity research career in 2003 at Credit Suisse's recognized team, and earlier working as a financial consultant for Fortune 500 clients like AT&T and Goldman Sachs. He holds a B.S. in Engineering from Cornell University and an M.B.A. in Finance from Columbia Business School.

Sujit D'Silva's questions to Rocket Lab (RKLB) leadership

Question · Q4 2025

Sujit D'Silva asked about any notable ASP trends for Electron launches, particularly if there are tailwinds expected in the second half of 2026 or if prices will remain steady. He also inquired about changes in customer payload readiness and the nature of customers that enable Rocket Lab to maintain an 11-13 day launch cadence.

Answer

CFO Adam Spice stated that ASPs for Electron launches are expected to see a "positive bias towards higher ASP" due to an increasing mix of HASTE missions, which are priced higher, though gross margin percentages remain consistent. CEO Peter Beck explained that maintaining a high launch cadence, despite variable payload readiness, is achieved by having more rockets integrated and ready, allowing for flexible customer scheduling and "mixing and matching" behind the scenes to ensure smooth operations.

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