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Good question. That sounds like a lot but is probably on the low side, given that the number of connected devices and plans will drastically increase.
  • Already 275m U.S. mobile devices, 832m in Europe, 80m in U.K. and much more elsewhere.
  • There are double-digit internet connected devices in Western Europe and North America per person.
  • 8.9bn worldwide cellular subscriptions already and continues to increase. Very speculative but I believe 60% of those customers could end up utilising starlink infrastructure, even if not directly, via their existing providers. I just don’t see any of their competitors really getting close for the foreseeable, but I hope I’m wrong.