New Street forecasts Starlink could hit 100 million subscribers

A 100 million-subscriber forecast would put Starlink in the conversation as a major broadband distribution layer, not just a niche satellite service. That matters for the streaming stack because the report explicitly frames satellite internet as a delivery mechanism for video, tying connectivity directly to content access. The key signal to watch is whether Starlink’s subscriber count moves toward New Street Research’s 2034 mark, starting with any reported subscriber updates from SpaceX or Starlink.