Rocket Lab (RKLB) Q4-25 earnings: The outsourced tank failure & orbiting AI servers

Rocket Lab printed a record quarter for launch revenue, but an exploding third-party component and a heavy cash drain are redefining the company's timeline for Q4 2025.In ~10 minutes:• Why the flagship Neutron rocket was delayed to Q4 2026.• Exploring Peter Beck's plan to build orbiting AI data centers. 🛰️• How aggressive supply-chain acquisitions solve ASC 606 revenue delays.• A $114M free cash flow drain and peak R&D spending ahead.Despite launching 7 rockets and expanding the total backlog to a massive $1.85 billion, RKLB stock slipped after hours as the company navigated a chaotic subcontractor network and braced for negative margins on early Neutron flights. Rocket Lab USA, Inc. (RKLB) | Q4 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.