Off-Nominal 152 - Low ARPU Sub
May 9, 2024
Caleb Henry and Justin Cadman of Quilty Space discuss their financial analysis of Starlink, covering topics like global subscribers, consumer vs. SOHO split, U.S. vs. international subscribers, challenges in financial analysis, competitive landscape of satellite internet market, pricing strategies, revenue sources, SpaceX's cost-saving methods, and evolution of satellite technology.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Exploring Financial Analysis Challenges and Uncertainties
01:41 • 2min
Exploring the Competitive Landscape and Financial Viability of Starlink
04:02 • 28min
Navigating Pricing Changes and Revenue Strategies in the Satellite Internet Market
32:05 • 5min
Analyzing Subscriber Numbers and Revenue Sources
37:29 • 2min
Analyzing SpaceX's Cost Model and Innovation in Starlink
39:04 • 16min
Evolution of Satellite Technology and Market Growth
54:52 • 4min
