Jun. 11 at 1:32 AM
$CMCSA $CHTR $T
A perspective on Starlink's anticipated gains in Urban and suburbans broadband customers.
"Here is where the math gets uncomfortable for me as an analyst. Starlink’s easiest customers are already captured — rural and remote households with no alternative. Winning suburban and urban markets means displacing sticky, bundled cable and fiber relationships. Customers don’t switch without significant pain or significant savings. Neither condition is obviously on the horizon."
https://www.linkedin.com/posts/mounir-ghaly-2000_spacex-is-targeting-a-175-trillion-ipo-share-7470582514680750080-_u7-/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEGu4v8BMSEGBxoo8wEaMkFfEDXlRRJbKww
