Sure the strength of the USD is a factor that moves the local price when you bill in dollars but I believe Starlink has a "tech company" financials, by that I mean the cost of servicing the costumer is minimal and most of the money spent is on building the product. Why? Because these are low touch businesses, they don't need to scale their workforce linearly with the demand. It's bit like selling software, you spend money developing it then you spend very little on delivery and support.
AFAIK Starlink's bandwidth bottleneck is on customer per area given, which means they are saturated in some hotsopts like SV or maybe London but not saturated in less dense areas.
Besides, they are building infrastructure all the time and even if there's a backlog today they might have seen some softness in the demand that can lead to losing out on competitors down the road.
It's very unlikely that the price change is altruistic.
Nobody suggested this. My original point was this is coming out of margins. It’s not boosting short-term profits. And it’s not aided by the strengthening dollar.
> AFAIK Starlink's bandwidth bottleneck is on customer per area given, which means they are saturated in some hotsopts like SV or maybe London but not saturated in less dense areas.
Maybe. But just looked. If I order now, Starlink promises to install at my central London location in 1-2 weeks.
AFAIK Starlink's bandwidth bottleneck is on customer per area given, which means they are saturated in some hotsopts like SV or maybe London but not saturated in less dense areas.
Besides, they are building infrastructure all the time and even if there's a backlog today they might have seen some softness in the demand that can lead to losing out on competitors down the road.
It's very unlikely that the price change is altruistic.