A report from New Street Research (NSR) forecasts that SpaceX's Starlink broadband-by-satellite service could achieve 100 million subscribers by the year 2034. This prediction highlights the potential growth of satellite internet as a delivery mechanism for various services, including video.
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.
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