Rocket Lab (RKLB): FY25 Q4 earnings call, Feb 27, 2026

On its Feb 27, 2026 earnings call (FY25 Q4), Rocket Lab said 9 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 9 settled yes · our count agreed on 13 of 13

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
Mars Yes1214✓86%n=1+tx from settlement history blended with transcripts–
Golden Dome Yes67✓78%n=1+tx from settlement history blended with transcripts–
NASA Yes45✓89%n=1+tx from settlement history blended with transcripts–
Virginia Yes33✓73%transcripts from the transcript model–
Cryogenic Yes22✓18%n=1+tx from settlement history blended with transcripts–
Reusable Yes11✓74%n=1+tx from settlement history blended with transcripts–
Momentum Yes11✓70%n=1+tx from settlement history blended with transcripts–
Shutdown / Shut Down Yes11✓70%n=1+tx from settlement history blended with transcripts–
Human Yes11✓56%n=1+tx from settlement history blended with transcripts–
SpaceX No00✓59%transcripts from the transcript model–
Japan No00✓51%n=1+tx from settlement history blended with transcripts–
Lunar No00✓29%n=1+tx from settlement history blended with transcripts–
Tariff No00✓29%n=1+tx from settlement history blended with transcripts–

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.

5 matches for “NASA”; 5 quoted, at least 25 words apart.

Peter Beckcompanyprepared

…in Rocket Lab's history, successfully delivered the ESCAPADE mission in Mars for NASA, and we had record growth across all of our Space Systems component…

Peter Beckcompanyprepared

…Q4, the ESCAPADE mission launched and the twin satellites we built for NASA and UC Berkeley are now well on their way to the red…

Peter Beckcompanyprepared

…fact that we think Rocket Lab is the strongest contender to deliver NASA's Mars telecommunication Orbit program. An NTO will be fundamental to everything else…

Peter Beckcompanyprepared

…spacecraft mission to build and deploy an on-orbit cryogenic fuel depot for NASA. This spacecraft is now complete and we will be marching steadily towards…

Unknown Shareholderanalystqa

…million, $750 million there about wondering, it looks like earlier this week, NASA put out an RFP for Mars Telecommunications Network. So a little bit…

Where the listed words were said

Peter Beckcompany“Mars” · prepared

…and our software has enabled some of the most ambitious and successful Mars missions in history, including the Mars Insight Lander, Perseverance Rover, Ingenuity Helicopter,…

Peter Beckcompany“Golden Dome” · prepared

…This kind of cadence and reliability positions us well for programs like Golden Dome. With more HASTE missions on the books this year, we'll be…

Peter Beckcompany“Virginia” · prepared

…Q1, it made its way to wallops. It's an exciting time in Virginia as Neutron flight hardware starts arriving and we can get into the…

Peter Beckcompany“Cryogenic” · prepared

…which is the final hurdle before we get into integrated system checkouts, cryogenic proof tests, vehicle hot fires, wet dress and then, of course, launch.…

Peter Beckcompany“Reusable” · qa

…is really accurate until kind of Neutrons online, and we have multi-ton reusable launch capability. I think that's the time that we can really lean…

Adam Spicecompany“Momentum” · prepared

…of our business segments. Sequentially, revenue increased by 16%, underscoring the continued momentum across the business. Our Space Systems segment delivered $103.8 million in revenue…

Adam Spicecompany“Shutdown / Shut Down” · qa

…We've gotten some questions as to whether or not the partial government shutdown has impacted our customer, in this case, ability to pay as they…

Agents: this page as TSV at /api/v1/appearances/rocket-lab:2026-02-27:earnings_call · words: /api/v1/brief?appearance=rocket-lab:2026-02-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP