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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.
59:17
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Quick takeaways
- Starlink's financial success is attributed to its unique cost-efficient satellite components and subscriber growth surpassing industry standards.
- Starlink's scalable model and innovative technology adoption led to projected profitability in 2023, marking a transition towards industry disruption.
Deep dives
Starlink's Surprising Growth Rate
Starlink's subscriber growth rate outpaces traditional satellite operators like Hughes and Viasat, reaching 3.7 to 3.8 million consumer subscribers by the end of the year. Despite being the first successful version of this new generation, Starlink's model remains an outlier in the industry, focusing on building satellites with unique cost-efficient components like solar arrays and laser links to minimize expenses.
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