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Financial viability and direct-to-cell technology enable LEO satellites to address universal service obligations.
David Kennedy · Venture InsightsPeriod: Q4 20244 min read
Last updated
Projected positive cashflow for Starlink in 2024
Initial expected data performance for DTC-enabled handsets
This report analyses the impact of Starlink's financial and technical milestones on the Universal Service Obligation (USO) debate in Australia and New Zealand. With Starlink projected to generate US$600 million in positive cashflow in 2024, the primary objection regarding long-term viability is fading. The introduction of direct-to-cell (DTC) technology, capable of delivering 10Mbps to standard handsets, further positions LEO satellites as a credible alternative to traditional terrestrial infrastructure for regional and remote connectivity.
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