TMF发布星链消费业务65页预测报告

06.02.26 What’s the outlook for Starlink’s consumer business? I’ve been writing a lot about Starlink’s financials since the SpaceX S-1 came out almost two weeks ago and now I’ve just released my new 65 page report forecasting the opportunity for Starlink’s consumer business. The report pulls together the first detailed breakdown of how Starlink’s customers are distributed around the world, based on weekly monitoring of active terminals, and projects how the reported subscriber base and revenues will grow in the coming quarters and years by country and region. The report analyzes Starlink capacity density and terminal production and how these factors have constrained growth in recent years. It also discusses the limitations to future growth and how successfully Starlink will be able to compete with terrestrial alternatives in different countries. And the report compares the technology of Starlink and Amazon Leo to assess whether there is any realistic prospect of Amazon making significant inroads into Starlink’s subscriber base in the coming years. Do you know the top 10 Starlink country markets (United States, Brazil, Canada, Argentina, Australia, Mexico, UK, Chile, France, Germany) and how many subscribers are in each country? Do you want to understand how Starlink’s growth in each country has changed since the price cuts in January, and why the price increases last month were so significant for Starlink’s future growth trajectory? You can even see why the various online estimates either significantly overestimate the subscriber base or get the regional distribution dramatically wrong. This report will be followed up with a detailed set of projections for Starlink’s other business lines later this week, updating our previous company profile, and you can get both reports together at a discount. Or subscribe to the full research service and access our other reports from last year covering the D2D and professional satellite markets that Starlink competes in, plus all of our regular notes on key breaking news in the satellite sector for the next 12 months.