Rocket Lab (RKLB): FY25 Q3 earnings call, Nov 10, 2025

On its Nov 10, 2025 earnings call (FY25 Q3), Rocket Lab said 9 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 9 settled yes · our count agreed on 12 of 12

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Shutdown / Shut Down Yes68✓30%transcripts from the transcript model–
Momentum Yes44✓46%transcripts from the transcript model–
Orbit Yes33✓90%transcripts from the transcript model–
Mars Yes34✓89%transcripts from the transcript model–
NASA Yes34✓88%transcripts from the transcript model–
Golden Dome Yes34✓66%transcripts from the transcript model–
Reusable Yes11✓70%transcripts from the transcript model–
Human Yes11✓48%transcripts from the transcript model–
Japan Yes11✓26%transcripts from the transcript model–
Lunar No00✓35%transcripts from the transcript model–
Tariff No00✓35%transcripts from the transcript model–
Cryogenic No00✓32%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

3 matches for “Orbit”; 3 quoted, at least 25 words apart.

Peter Beckcompanyprepared

…there are only three American commercial launch providers who have launched to orbit more than once this year: SpaceX, ULA, and, of course, us. Which…

Peter Beckcompanyprepared

…expectations for Neutron's first flight. Our aim is to make it to orbit on the first try. You won't see us minimizing some qualifier about…

Peter Beckcompanyprepared

…In the Neutron flight software and GNC team, we've been flying to orbit virtually almost now for two years. Leveraging a proven approach from the…

Where the listed words were said

Peter Beckcompany“Shutdown / Shut Down” · prepared

…fully funded contracts like a half-billion-dollar program can continue under the government shutdown, the situation does continue to have an impact on the timing of…

Peter Beckcompany“Momentum” · prepared

…relentless execution. Electron demand is accelerating faster than ever before, and the momentum continues to build with the largest launch contract backlog yet with 49…

Peter Beckcompany“Mars” · prepared

…the theme across our space systems groups. A twin spacecraft for NASA Mars mission are integrated onto its launch vehicle and are ready for liftoff…

Peter Beckcompany“NASA” · qa

…yes. I think if you know, if Jared is cemented as the NASA administrator, I think if you look at Jared's approach to how he…

Peter Beckcompany“Golden Dome” · prepared

…which is a critical capability for the next generation defense programs like Golden Dome. By leveraging our commercial speed, our vertical integration, and our execution…

Peter Beckcompany“Reusable” · prepared

…retire technical risks on the ground well before we fly. With Neutron's reusable fixed fairing design and our suspended second stage that passes through it,…

Adam Spicecompany“Human” · qa

…Pete mentioned, you know, it's about a $15 million impact on the human capital side of things per quarter. Just by extending. Obviously, prototyping, you're…

Peter Beckcompany“Japan” · prepared

…but all but two of them were signed with international customers from Japan, Korea, and Europe. Those new missions plus the ones already on the…

Agents: this page as TSV at /api/v1/appearances/rocket-lab:2025-11-10:earnings_call · words: /api/v1/brief?appearance=rocket-lab:2025-11-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP