Sujit D'Silva

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.