SpaceX stopped selling new shared Falcon 9 missions and is shifting launches to Starship; this reduces Falcon availability now but Starship aims to add far more capacity later, so the story does not change SpaceX's outlook.
Stopping new shared Falcon 9 sales tightens commercial launch supply and forces customers to seek alternatives. Falcon 9 still flew 165 missions last year and SpaceX plans stockpiles and government work, while Starship aims to add much more capacity later, so the facts point both ways and leave SpaceX's outlook unchanged.
Rocket Lab’s Neutron is sized for many payloads that used Falcon 9, and the company already has a backlog and signed Neutron flights to build on that demand.
Iridium is the target of Rocket Lab’s planned $8 billion acquisition, which would tie Iridium to Rocket Lab’s launch pipeline and secure launch access for its satellites.
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