#RocketLabRevenueBeat

Rocket Lab’s Q2 revenue of $234.1M cleared the $231.6M consensus, but the more consequential signal is the $2.36B backlog. Demand visibility is strengthening; the harder test is turning that pipeline into revenue while investment remains heavy and the loss per share widened beyond expectations to $0.08. Q3 guidance of $250M-$265M suggests continued scale, yet challenger status will be earned through execution. Neutron’s launch pad is due to enter service in Q4 2026, while a maiden flight this year remains uncertain. My read: backlog conversion can support the near-term case, but Neutron delivery will determine whether commercial-space momentum becomes a durable competitive position. Not advice, just analysis. #RocketLabRevenueBeat

Exodus posted an $18.6 million second-quarter net loss, reversing its $37.7 million profit from a year earlier.

BREAKING: Rocket Lab Q2 backlog hits $2.36B, revenue beats at $234M, Q3 guidance raised to $250M-$265M.

$RKLB revenue increases. Margins with a slight tick down. Backlog healthy and growing.

RUM Group ($RUM) posted record Q2 revenue of $40.4M, up 61% and above estimates, after closing the Northern Data acquisition. The AI pivot is driving a huge Q3 guide of $87M-$93M, though its 28-cent loss missed expectations.

Earnings beat, guidance sinks the stock. $UPWK topped Q2 estimates ($191.7M revenue, $0.41 EPS) but cut its full-year outlook to about $740M, shares down 20% after hours to $7.83. One to watch as Q3 guidance of $180M resets the bar. #Earnings #StockMarket

Rocket Lab reveals some big plans, but its stock is dropping on mixed earnings

1/ Q2 isn't the quarter Exodus finished its transformation into a payments business. It's the first quarter that you can see it in the numbers. $26.2M revenue from two revenue engines where there used to be one.

🚨 UPDATE: Exodus posts an $18.6 million second-quarter net loss, reversing its $37.7 million profit a year earlier.