New Street sees Starlink reaching 100 million subscribers by 2034

The immediate read is that Starlink’s subscriber base could scale far beyond its current footprint if SpaceX keeps expanding broadband capacity. For the streaming and broader connectivity ecosystem, that matters because Starlink sits at the intersection of access, distribution, and network availability, even though this article only cites a capacity-driven subscriber forecast. The key number to watch next is the 2034 target: whether later reports from New Street Research or SpaceX provide updated subscriber or capacity estimates against that 100 million projection.