Pierre Lionnet

@SpaceInvestor_D This projection implies an ARPU of 92$/month/subscriber. This doesn't check well with current trends in Starlink ARPU. I also think it brings together consumer, enterprise and Starshield segment revenues. I haven't seen the Wells Fargo report, but the summary looks sloppy.

@SciGuySpace Launch never left the ’black box’ price system. Transporter missions were an exception, bespoke pricing was the rule. SpaceX has an advantage on cost since F9 became reusable, and intends to keep this advanatge for itself if and when Starship becomes operational.

This would destroy the SpaceX IPO thesis https://t.co/ejn35GICkU

Starlink discontinues global roam and directs customers to more expensive plans. https://t.co/AgL9gAJGu6

Additional gains will be provided by launch cost reduction with Starship, if and when it demonstartes low costs of operations. Until then Starlink is deployed with Falcon9. 5/

So the marginal revenue of each new satellite is decreasing at exponential rates. But what is the shape of the cost curve? Falcon9 launch costs have reached their asymptote, and are not expected to diminish. Starlink production cost may also have reached their minimum. 3/

100x more capacity, OK, but how much of that can actually be monetised? My guess is that the fraction of additional capacity generating revenue diminishes fast due to the geographical distribution of customers. Starlink revenues do not scale linearly with capacity adds. 1/ https://t.co/xPZdxFGseR

SpaceX earnings call: the evasiveness of the answers to HLS related questions is appalling. https://t.co/LojBpUbwnQ

More comments about AI and $SPCX in Patrick Boyle's most recent video. Highlights among other things the CapEx commitments of the SpaceX. https://t.co/CTqBdfI5mZ https://t.co/fR1l5Cp6wH

Very interesting stats on Starlink constellation status. https://t.co/mcJCeD55zI