did not offer any explanation for the delay

I mean, the turnaround days so far, assuming 4 Nov and 31 Dec for the next two: 240, 160, 83, 57. It’s pretty reasonable to not ramp up enough to squeeze in a 5th launch this year.

Next year has 10 launches on Wikipedia (only counting 1x Kuiper), so they’ll be busy. The Ariane record was 12 a few times around 2000, but I bet that’ll stand for at least 1 more year.