US Starlink Data Points to Larger Addressable Base for LEO Broadband ISPs
The telecommunications industry continues to watch SpaceX Starlink’s expansion and performance closely, as the number of subscribers to its broadband service grows and other satellite providers enter the fray. While median download performance remains a key benchmark, we see strong demand to understand how Starlink is balancing net new additions with its network capacity as the service scales, and how LEO Non-Terrestrial Network (NTN) performance stacks up against the competition, particularly in rural locations. Key takeaways include: