Michael Batnick
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Appearances Over Time
Podcast Appearances
Starlink had 2.3 million subscribers at the end of 2023.
The year later, it was 4.6.
Then it was 9.2.
Now it's 10.3 million.
You know, I said this to Ben on the pod today.
I love people that do the work.
There's a lot of people that read the headlines and they look at the numbers and they don't read shit.
And the one that got all of the headlines or all the attention was Starlink's ARPU, the average revenue per user, going down dramatically.
And people are like, what in the world?
You got to be kidding me.
Okay.
Okay.
Well, thankfully, we have people like O'Malick who actually took the time to read it, and he said –
There's an explanation for this.
It started with maritime terminals.
They paid between $250,000 and $250,000.
The highest paying customers are military.
And then it was in the airplanes and they spend $12,500 to $25,000 per month.
He said, consumer residential is where the growth is now.
It is the lowest paying tier and outside of North America, increasingly price sensitive.