SpaceX CFO hints at holiday sales push

SpaceX CFO Bret Johnsen said Starlink is building inventory for a late-2026 subscriber-growth push ahead of the holiday season.

“We strategically managed our channel distribution to prioritize delivery of kits to retail channels ahead of the holiday season, which we expect will lead to increased activations in Q4”

Starlink discounts older dish models

Starlink is discounting the first-gen Mini dish to $149 on Starlink.com to clear older inventory.

V5 dish model details

The V5 dish model, launched in July, is smaller, lighter, and more power-efficient while delivering similar performance to the older V4 model.

Starlink subscriber growth trends

Starlink added 1.6 million subscribers in Q3, slightly lower than the 1.7 million added in Q2, suggesting seasonal growth patterns.

Industry analyst comments

Industry analyst Tim Farrar noted Starlink's growth may be seasonal, with higher adoption in summer months and slower usage in September as school year resumes.

“Striking to get 1M+ adds in first 6 weeks but only 0.6M in last 7 weeks”

Starlink's global subscriber count

Starlink reached 13.6 million global consumer subscribers in Q3, up from 12 million in the previous quarter, driven by growth in more developed markets.

Starlink's revenue growth

Starlink's Connectivity business revenue increased 69% year over year to over $5.2 billion, including government and enterprise sales.