Analyst: Starlink Expanding Service, ‘Light Years’ Ahead of Competition

WASHINGTON, Jan. 9, 2025 – Elon Musk's satellite Internet company Starlink might roll out services that could take broadband ISPs like Comcast and Charter by surprise.

"Starlink is likely to develop into a new Over the Top (OTT) service in the coming years, creating another risk for broadband incumbents," said Strand Consult in its predictions for 2025. 

When asked to explain the OTT concept, Strand Consult analyst Roslyn Layton said in an email to Broadband Breakfast, "In the same way that other broadband service providers have moved from providing connectivity to providing a combination of connectivity and services, we expect Starlink to move up the value chain to maintain or increase their ARPU [average revenue per user]. This is one of those predictions that is very easy to make in a world where all broadband providers are talking about going from selling connectivity to selling services.”