Starlink has subscriber growth going from adding 750,000 per month to 1.5 million per month. A fundamental shift in revenue mix, pricing dynamics, and the growing role of government demand.

More than 30 airlines now provide Starlink, and revenue from that segment is expected to climb 68% from last year.

About 75,000 shipping vessels are expected to add Starlink service this year, which could generate $1.9 billion.