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Typo: I'm sure you meant >1T. >ARPU: $99/month in 2023, $81 in 2025, $66 in Q1 2026 Oof, are they already on diminishing returns phase? While I don't think t
by moralestapia 5mo ago
Typo: I'm sure you meant >1T.
>ARPU: $99/month in 2023, $81 in 2025, $66 in Q1 2026
Oof, are they already on diminishing returns phase?
While I don't think the financials are bad, I agree, this is definitely not a 1T company (but the market can stay irrational ...).
- deleted 5mo ago[deleted]
- boelboel 5mo agoThey've been upping the subscription prices recently past few months.
- tristanj 5mo agoStarlink is giving away the satellite dishes for free to grow customers. These dishes are expensive to manufacture and cost the company hundreds of dollars each. The estimated manufacturing cost of a Starlink standard dish is around $400.
- fragmede 5mo agoWhich is a fine thing to say, but CAC vs LTV (customer acquisition cost vs lifetime value of the customer) is the underlying equation. If it costs them $150 to give away a dish, but they get, say, $300 before the user churns, they still come out ahead.
- golem14 5mo agoBy making a lot of antennae, they also lower their price in the future due to the learning curve.
- wmf 5mo agoThat shouldn't be included in ARPU.