HAWTHORNE, Calif. — Starlink is scaling faster than almost any communications network in history. SpaceX said the service ended the third quarter with 13.6 million subscribers across 174 countries, and Elon Musk used the company's earnings call to lay out a roadmap that would grow total bandwidth roughly 100-fold over the next three years.
The subscriber figure extends a steep climb. Starlink only recently passed the 10 million subscriber mark worldwide, and the latest total shows the network still adding users at a rapid clip even as it expands into new markets and service tiers. Average revenue per user held at about $69 a month.
Capacity Is the New Race
Subscriber growth is only half the story. SpaceX said connectivity revenue rose 69% year over year while operating income for the segment nearly doubled, a sign that Starlink's margins improve as the constellation matures. The company's focus now shifts from simply adding dishes to multiplying the raw capacity behind them.
That is where the next-generation V3 satellites come in. Musk said SpaceX is targeting roughly 100,000 V3 satellites over the next three years, a fleet that would lift total bandwidth about 100 times above today's levels. He went further, suggesting that surging demand from AI agents — software that talks to the cloud constantly — could eventually push the network toward 1,000 times its current throughput.