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Tim Farrar estimates Starlink will be able to commercialize EchoStar’s spectrum in the US relatively quickly.
Tim Farrar estimates about 1 million Starlink subscribers migrated from legacy GEO providers Viasat and Hughes.
Tim Farrar’s Starlink revenue estimate implies about $5 billion of consumer broadband revenue in 2025, corresponding to roughly $50 monthly ARPU.
Tim Farrar estimates fewer than 0.5 million Starlink subscribers migrated from conventional fixed broadband providers (telco and cable).
Falcon 9 launched 29 Starlink satellites from Florida.
The payload on the Falcon 9 launch consisted of 29 Starlink satellites.
On February 12, 2024 Starlink was no longer sold out in some busy markets.
Starlink has capacity for 20 million broadband subscribers today.
Starlink has nearly 9,400 satellites in orbit.
Tim Farrar believes Starlink could target a doubling of subscribers in 2026 versus 2025, toward roughly 18 million global subscribers.
SpaceX has established distribution, billing, and general customer service capabilities for Starlink.
Tim Farrar estimates roughly 3 million of the approximately 9.2 million Starlink broadband subscribers are in North America.
Starlink capacity could increase to 40 million with the launch of more v2 mini satellites on Falcon 9.
Southwest plans to upgrade all its aircraft with high-speed, low Earth orbit satellite technology and views the Starlink agreement as a major step in that plan.
Starlink service on Southwest will be free to loyalty members through a partnership with T-Mobile.
Southwest plans to rapidly integrate Starlink into its fleet.
Southwest Airlines reached a deal to integrate SpaceX’s Starlink in-flight connectivity service on Feb. 11.
Starlink will replace the Anuvu system that is installed on older Southwest aircraft.
SpaceX’s Starlink network has surpassed 9 million users.
The Southwest-Starlink agreement will impact Anuvu’s work on Southwest aircraft.