Rocket Lab SPAC Presentation Deck
$350B+ TAM
FORECAST TO GROW
TO $1.4T BY 2030¹
UNIQUELY POSITIONED TO
EXPLOIT A GROWING MARKET
1
LAUNCH
Electron & Neutron
TAM ~$10B²
› TAM growth driven
by historic levels
of demand for
responsive small
satellite launch
and constellation
deployments
> Small satellite
constellations will
account for ~83%
of all satellites
launched by 2028³
11
Rocket Lab USA
Section 1
2
SPACE SYSTEMS
Photon
TAM ~$20B²
> Significant growth in
small satellite mega
constellations driven by
demand for commercial
Earth observation and
telecom applications
› DoD focused on resiliency
of space infrastructure
and satellite constellation
deployment and
replenishment
> Increased focus from
multiple governments on
high value deep space
planetary exploration and
discovery missions
3
SPACE APPLICATIONS
TAM ~$320B¹
› Market growth driven
by demand for space-
based connectivity, Earth
observation (including
synthetic aperture radar,
electro-optical and RF)
and other services
› Significant untapped
potential for value-added
services including data
management & analytics
to support end
customer insights
1 Wall Street Research 2 Allied Market Research 3 Bryce Reports
ROCKET LAB PRODUCTION COMPLEX
PHOTON
ROCKET LY
ELECTRON LIFT OFF
LAUNCH COMPLEX 1View entire presentation