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SpaceX’s Starlink satellite internet gains 750,000 subscribers in nine months

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SpaceX says its Starlink satellite internet service has surpassed one million active subscribers just two years after its first limited beta release.

SpaceX began launching operational Starlink satellites in November 2019. A little over three years later, the company has successfully launched more than 3600 Starlink satellites, of which some 3000 are operational and ready to serve customers. That network expansion – unprecedented in the history of spaceflight and producing a satellite constellation a magnitude larger than the next largest – has also allowed SpaceX to significantly increase the number of active users it can serve.

In June 2022, CEO Elon Musk reported in an all-hands meeting that SpaceX’s Starlink internet had “nearly” 500,000 users. Just six months later, SpaceX says that figure has doubled to “more than 1,000,000 active subscribers,” indicating an average of roughly 2600 new subscribers per day throughout the second half of 2022. In the relatively tiny world of satellite broadband internet service, a million subscribers makes SpaceX directly comparable to companies that have been serving satellite internet for decades just two years after its first offering entered beta.

In the US, Hughes Network is SpaceX’s largest competitor and currently has a bit less than 1.3 million subscribers in the Americas. Cloudflare data suggests that only half of Starlink’s far more international customer base is located in the United States, indicating that SpaceX has secured almost 40% as many subscribers after offering its competing service for just two years. That growth – roughly 250,000 new subscribers per quarter since March 2022 – is the exact opposite of what virtually every other satellite internet provider has been experiencing for the last several years, most of which are slowly losing subscribers instead of gaining them.

Comments from CEO Elon Musk and actions made by SpaceX indicate that the company is unlikely to drastically slow that growth anytime soon. In 2021, Musk noted that SpaceX would only truly struggle with congestion once Starlink had “several million” subscribers. In late 2020, SpaceX also applied for FCC permission to operate up to five million user terminals (dishes that connect to Starlink) just in the United States.

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Starlink’s design makes prioritizing a country or region essentially impossible. Instead of the large geostationary satellites most competitors operate tens of thousands of kilometers above Earth’s surface, where they more or less hover above a region of choice, Starlink satellites operate just 550 kilometers (~340 mi) up. At that altitude, each satellite orbits the Earth every 95 minutes and only spends a few minutes (or even seconds) over any given country. That strongly encourages SpaceX to serve customers in as many countries as possible, each of which has its own painful market entrance process for a new communications provider.

After years of work, SpaceX’s government relations team has secured permission to operate Starlink in roughly a quarter of all countries on Earth. Combined, those countries represent more than 1.5 billion people, 19% of the global population.

But Starlink likely only needs to convert a minuscule fraction of those people into customers to be a worthwhile and financially sustainable pursuit for SpaceX. The total capacity of the first 4405-satellite Starlink constellation can only be guessed at, but roughly estimating SpaceX’s total Starlink revenue is much easier. The cost of a subscription varies widely from country to country but Cloudflare indicates that the vast majority of subscribers live in countries where it costs around $100-110 per month and around $600 for a subsidized dish. Even accounting for SpaceX footing some of the bill for Starlink service in Ukraine, the network is almost certainly already generating more than a billion dollars of revenue per year

While the FCC is making it far from easy, SpaceX is already preparing to begin building a second-generation Starlink Gen2 constellation with nearly 30,000 satellites, each of which could launch with almost a magnitude more usable bandwidth than Gen 1 satellites. If SpaceX can continue to find new customers around the world, a million subscribers using Starlink Gen1 while the network is less than 70% complete imply that the most capable version of Starlink Gen2 could serve roughly 10-12 million subscribers at minimum. Assuming SpaceX does not substantially lower its revenue, the recurring revenue from 12 million Gen2 subscribers could be $14.5 billion per year.

Reaching Starlink profitability will be an even bigger challenge – and one that CEO Elon Musk has (perhaps overzealously) indicated could bankrupt SpaceX if the company attempts to do so with its Gen1 design. But securing a million active subscribers in two years and some 750,000 in the last nine months arguably indicates that SpaceX is on a good path and should allow the company to either decrease its fundraising burden or increase the reach of future spending on R&D and expansion.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla launches its new branded Supercharger for Business with first active station

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Credit: Tesla

Tesla has officially launched its first branded Supercharger just months after initiating a new program that allows third-party companies to brand their own charging piles.

The site opened in Land O’ Lakes, Florida, and features eight V4 Supercharging stalls offering up to 325 kW of charging speed. It appears it was purchased by a company called Suncoast Credit Union. This particular branch is located Northeast of Tampa, which is on the Gulf of Mexico.

It features graphics of Florida animals, like alligators:

Tesla launched this program back in September, and it basically was a way to expand its Supercharger presence and also allow companies to pay for the infrastructure. Tesla maintains it. When it announced the “Supercharger for Business,” it said:

“Purchase and install Superchargers at your business. Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”

The program does a few things. Initially, it expands EV charging infrastructure and makes charging solutions more readily available for drivers. It can also attract people to those businesses specifically.

Tesla launches new Supercharger program that business owners will love

The chargers can also be branded with any logo that the business chooses, which makes them more personalized and also acts as an advertisement.

The best part is that the customers do not have to maintain anything about the Supercharger. Tesla still takes care of it and resolves any issues:

“We treat your site like we treat our sites. By providing you with a full-service package that includes network operations, preventative maintenance, and driver support, we’re able to guarantee 97% uptime–the highest in the industry.”

It appears the Superchargers will also appear within the in-car nav during routing, so they’ll be publicly available to anyone who needs to use them. They are still available to all EVs that have worked with Tesla to utilize its infrastructure, and they are not restricted to people who are only visiting the business.

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Tesla reveals its Cybertruck light bar installation fix

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u/Kruzat, see page for license, via Wikimedia Commons

Tesla has revealed its Cybertruck light bar installation fix after a recall exposed a serious issue with the accessory.

Tesla and the National Highway Traffic Safety Administration (NHTSA) initiated a recall of 6,197 Cybertrucks back in October to resolve an issue with the Cybertruck light bar accessory. It was an issue with the adhesive that was provided by a Romanian company called Hella Romania S.R.L.

Tesla recalls 6,197 Cybertrucks for light bar adhesive issue

The issue was with the primer quality, as the recall report from the NHTSA had stated the light bar had “inadvertently attached to the windshield using the incorrect surface primer.”

Instead of trying to adhere the light bar to the Cybertruck with an adhesive, Tesla is now going to attach it with a bracketing system, which will physically mount it to the vehicle instead of relying on adhesive strips or glue.

Tesla outlines this in its new Service Bulletin, labeled SB-25-90-001, (spotted by Not a Tesla App) where it shows the light bar will be remounted more securely:

The entire process will take a few hours, but it can be completed by the Mobile Service techs, so if you have a Cybertruck that needs a light bar adjustment, it can be done without taking the vehicle to the Service Center for repair.

However, the repair will only happen if there is no delamination or damage present; then Tesla could “retrofit the service-installed optional off-road light bar accessory with a positive mechanical attachment.”

The company said it would repair the light bar at no charge to customers. The light bar issue was one that did not result in any accidents or injuries, according to the NHTSA’s report.

This was the third recall on Cybertruck this year, as one was highlighted in March for exterior trim panels detaching during operation. Another had to do with front parking lights being too bright, which was fixed with an Over-the-Air update last month.

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Tesla is already expanding its Rental program aggressively

The program has already launched in a handful of locations, specifically, it has been confined to California for now. However, it does not seem like Tesla has any interest in keeping it restricted to the Golden State.

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Credit: Grok

Tesla is looking to expand its Rental Program aggressively, just weeks after the program was first spotted on its Careers website.

Earlier this month, we reported on Tesla’s intention to launch a crazy new Rental program with cheap daily rates, which would give people in various locations the opportunity to borrow a vehicle in the company’s lineup with some outrageous perks.

Along with the cheap rates that start at about $60 per day, Tesla also provides free Full Self-Driving operation and free Supercharging for the duration of the rental. There are also no limits on mileage or charging, but the terms do not allow the renter to leave the state from which they are renting.

The program has already launched in a handful of locations, specifically, it has been confined to California for now. However, it does not seem like Tesla has any interest in keeping it restricted to the Golden State.

Job postings from Tesla now show it is planning to launch the Rental program in at least three new states: Texas, Tennessee, and Massachusetts.

The jobs specifically are listed as a Rental Readiness Specialist, which lists the following job description:

“The Tesla Rental Program is looking for a Rental Readiness Specialist to work on one of the most progressive vehicle brands in the world. The Rental Readiness Specialist is a key contributor to the Tesla experience by coordinating the receipt of incoming new and used vehicle inventory. This position is responsible for fleet/lot management, movement of vehicles, vehicle readiness, rental invoicing, and customer hand-off. Candidates must have a high level of accountability, and personal satisfaction in doing a great job.”

It also says that those who take the position will have to charge and clean the cars, work with clients on scheduling pickups and drop-offs, and prepare the paperwork necessary to initiate the rental.

The establishment of a Rental program is big for Tesla because it not only gives people the opportunity to experience the vehicles, but it is also a new way to rent a car.

Just as the Tesla purchasing process is more streamlined and more efficient than the traditional car-buying experience, it seems this could be less painful and a new way to borrow a car for a trip instead of using your own.

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