Analyst report projects Starlink could reach 45M+ subscribers by 2030 ahead of SpaceX IPO
By
Chris Forrester
All dough, no crust. Filling but forgettable.
Summary
Professor Tim Farrar of TMF Associates has published a detailed analysis of Starlink's consumer business prospects ahead of SpaceX's anticipated IPO. The report provides the first granular breakdown of Starlink's global customer distribution based on weekly active terminal monitoring, and projects subscriber growth and revenues by country and region. The bullish forecast predicts over 45 million subscribers by 2030, while the bear case estimates at least 35 million subscribers.
Key quotes
· 3 pulledThe headline forecast suggests a Bull case of more than 45 million subscribers by 2030.
The more pessimistic Bear case is for a 35+ mi
Professor Tim Farrar (of TMF Associates) has taken a deep dive into Starlink's consumer business prospects ahead of the imminent SpaceX IPO.
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