Analyst
Stifel
Equibles does not estimate personal net worth.
Eric Rasmussen is recorded as Analyst at Stifel. Eric Rasmussen has spoken on 7 earnings calls across 3 companies, most recently for Spire Global, Inc. on August 12, 2026. Those appearances were for Rocket Lab Corp (RKLB), Spire Global, Inc. (SPIR) and Digital Realty Trust, Inc. (DLR). The companies whose calls Eric Rasmussen spoke on are classified in the Industrials and Real Estate sectors.
“Maybe just on the guidance, you've talked now several quarters about the second half weighted ramp. It seems like that's still intact.”
“And then maybe just, Adam, you talked about Monaric gross margins being pressured initially. Where are the margins today in that business? And what's the target margin profile?”
“Um, just trying to understand, uh, you know, I, I, I hear your, your, your comments around trying to be, you know, pretty pragmatic and balanced and keeping, uh, um, you know, keeping an eye on, uh, your ASPs for that, make sure that you're not sort of underselling that rocket ahead of, uh, schedule, but, you know…”
“Maybe you could just comment on the economics that you're seeing with AI deals versus prior hyperscale deals, maybe comment on pricing, escalators, and maybe just one last with the, as AI demand continues to show strength, what's the portfolio look like with training versus inferencing, and at what point do you think…”
“I wanted to, just on Neutron, I totally understand Peter and the team how you guys operate. You're not looking at an iterative process and having things blow up.”
Stifel
Analyst
Source not stated
RKLB
Aerospace & Defense · Industrials
SPIR
Specialty Business Services · Industrials
