152 - Low ARPU Sub

Jake and Anthony are joined by Caleb Henry (Director of Research) and Justin Cadman (Co-CEO) of Quilty Space, to talk about their financial analysis of Starlink.

Topics

• Off-Nominal - YouTube
• Episode 152 - Low ARPU Sub (with Caleb Henry and Justin Cadman) - YouTube
• Starlink Webinar Access
• Quilty Space on X: “Happy National Space(X) day! Get a peek into our Starlink financial analysis. - ~2.7M global subscribers, ~95% consumer/SOHO. - 60% are U.S. based subscribers, with international growth surging.”
• Quilty Space

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