Comment by tristanj
2 hours ago
Starlink is giving away the satellite dishes for free to grow customers. These dishes are expensive to manufacture and cost the company hundreds of dollars each. The estimated manufacturing cost of a Starlink standard dish is around $400.
That shouldn't be included in ARPU.
Which is a fine thing to say, but CAC vs LTV (customer acquisition cost vs lifetime value of the customer) is the underlying equation. If it costs them $150 to give away a dish, but they get, say, $300 before the user churns, they still come out ahead.