logoalt Hacker News

rsynnottyesterday at 10:30 PM2 repliesview on HN

https://www.ookla.com/articles/ireland-national-broadband-pl...

> The pattern is unambiguous. In townlands still unserved by mid-2026, LEO provider Starlink has grown relentlessly and now accounts for 14.3% of fixed samples, approaching one in seven. In townlands where fiber arrived in 2021 and 2022, Starlink’s share has remained below 2% for five years, with no growth despite the same marketing, pricing, and availability.

(The context is that Ireland has spent the last six years building a fibre network for every rural premises in the country, which is now almost done; it will be complete late this year or early next.)

The problem for Starlink is, it works okay as a business model... Until fibre arrives. Then it's dead. So, long-term, Starlink's market is, essentially, countries which are too poor to do a rural fibre rollout (and bear in mind that it has become much cheaper to do so). Like, what's the bull case for Starlink? In a decade, you've got to assume that areas unserved by fibre won't really be a thing in the developed world.


Replies

9cb14c1ec0today at 12:04 AM

Nah, a friend's fiber bill just went from $50 to $100 per month. He is switching to Starlink.

crummyyesterday at 10:59 PM

There are plenty of places in the developed world where it just doesn't make financial sense to roll out fibre. In NZ about 90% of the country has fibre access... probably that number will creep a bit higher. But I doubt it'll ever reach 100%.

Whether or not Starlink can build a business on selling broadband to <10% of the developed world I don't know.