BusinessIndustry Trend
New Street sees Starlink reaching 100 million subscribers by 2034
New Street Research estimates that Starlink could reach 100 million subscribers by 2034. This projection is based on Starlink's efforts to increase its broadband capacity.
Key Takeaways
- New Street Research estimates Starlink could reach 100 million subscribers by 2034.
- The forecast is tied to SpaceX’s efforts to increase broadband capacity.
- The report focuses on SpaceX’s broadband business, not a separate consumer product.
Why It Matters
The immediate read is that Starlink’s subscriber base could scale far beyond its current footprint if SpaceX keeps expanding broadband capacity. For the streaming and broader connectivity ecosystem, that matters because Starlink sits at the intersection of access, distribution, and network availability, even though this article only cites a capacity-driven subscriber forecast. The key number to watch next is the 2034 target: whether later reports from New Street Research or SpaceX provide updated subscriber or capacity estimates against that 100 million projection.
Read full article at lightreading.com