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Quick comments: 42M Americans = ~10M households (assuming 4 per household). Starlink is $110/month and upfront $599, which puts it outside many/most of these
by yumraj 4y ago
Quick comments:
42M Americans = ~10M households (assuming 4 per household).
Starlink is $110/month and upfront $599, which puts it outside many/most of these remote folks.
10M household is the TAM, so SOM would be just 5-10% of that, about 500K-1M households, or even less.
Regarding the cost of replacement of satellites and their operational costs, I have no clue.
- deleted 4y ago[deleted]
- Dylan16807 4y ago2.5 people per household. So 7.5% of 42 million people would be 1.3M households. The current price is $1.3k a year, so that's $1.7B of service revenue just from the US. And there are more households that are interested even if they have "high speed" service already. So even with those numbers it looks pretty good.