SpaceX 'Relatively Modest' Threat to ISPs: MoffettNathanson
SpaceX's low earth orbit Starlink broadband constellation likely would be a "relatively modest" competitive threat to terrestrial ISPs, MoffettNathanson's Craig Moffett wrote investors Monday. One chief issue is limitations of use of such a constellation, he said, noting that with…
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12,000 satellites in orbit, SpaceX could support about 800,000 U.S. households, less than 1% of the U.S. market. Even with 42,000 satellites and each satellite tripling its capacity, that would give Starlink an addressable market of "just a few million U.S. households," he said: Starlink "can still be a game changer for anyone living in areas uneconomical to reach for terrestrial broadband operators." SpaceX didn't comment.