I think the stock is a long term big time winner...
I don’t think a competitor exists right now that has worldwide reach in terms of internet service...meaning Starlink already has customers all over the world and it’s still in beta test......
As a network engineer I worked with a couple of customers that had worldwide networks, my last job had me supporting sites in Australia, New Zealand, Papua Papua New Guinea, China, and pretty every other major city in Asia, they all had different telco providers, it was a pain to learn all the country specific telco standards that were used...
Starlink can go beyond all that and offer internet service from one company worldwide....one might exist but I don’t know of any other company that can do that...putting their potential customer base in the 10s of millions if not more....
I could easily see countries all over Africa, Asia, and the South Pacific working with Starlink but subsidizing their service to expand internet access to really remote areas....
I wholeheartedly agree. The postwar archipelogo nations off SE Asia immediately saw the advantage of using satellite downlinks to build out their local comm systems, due to, well, a lot of islands, lower overall cost, and rapidity of the buildout.
I got fiber here not long ago, and it's been great (the download speeds are, uh, remarkable), but had it not been available, I'd have considered Starlink, no question about it. There are plenty of Starlink customer vids out there now, a bunch from people in remote and sparsely populated areas with no other options, and they've got a lot of good info about their experience.