The primary drivers of SpaceX revenue is the rate that they can produce Starlink dishes and then sell the dishes and services to customers. They are at 150k per month now in late 2022 which is 1.8M per year but are increasing the speed of sales. September 25, 2022, Elon Musk tweeted that over 1 million dishes had been manufactured. Elon had said that 500,000 customers were signed up in early June, 2022. This means over 150,000 dishes per month on average for three months. SpaceX will end 2022 with over 1.5 million Starlink customers.
Starlink now over 1M user terminals manufactured
— Elon Musk (@elonmusk) September 25, 2022
They would need to average 450k per month in 2023 to hit the targets in my forecast below. They would need to average 1.2 million dishes per month in 2024. The direct phone revenue is determined by how many cellphone customers choose to buy global satellite text and voice from T-mobile and any other new SpaceX cellphone partners. There are 110 million potential t-mobile customers and 5-10% will likely join different levels of global text and voice with no deadzones.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
