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Can States Enforce Their Contracts Against Starlink? (or How Starlink Again Wins the Benefit of the Bargain)

News sources are reporting that as part of the BEAD program, Starlink is requiring states to acknowledge that Starlink’s broadband service may not meet the metrics that were promised as part of the bid process, in an effort to limit the States’ options in enforcing their contracts with Starlink. In this note, we analyze what that might mean for the BEAD and other potential service providers in rural areas.
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New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Blair Levin

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