Adam Spice

“Second quarter, 2026 revenue was a record $234 million, which was within our prior guidance range and reflects significant year-over-year growth of 62% and 16.8% sequentially, driven by strong contribution from both business segments.”

“Maybe just talk about where we are in terms of your production cadence, launch cadence, how much capacity you have, where we could get to in terms of uh electron yeah so yeah electron is the our workhorse today on the launch side of the business we've got neutron coming to market we'll talk about a little bit later uh…”

“First quarter 2026 revenue was a record $200.3 million coming in just above the high end of our prior guidance range and representing an impressive year-over-year growth of 63.5% and quarterly sequential growth of almost 12%.”

“Fourth quarter 2025 revenue was a record $180 million. dollars, coming in at the high end of our prior guidance range and representing an impressive year-over-year growth of 36 percent.”

“Third quarter 2025 revenue was a record $155 million, coming in at the high end of our prior guidance range and representing an impressive year-over-year growth of 48%.”