Possible scenario
Satellite Lead Widens
45% Chance
Starlink converts its subscriber milestone into a durable lead over large U.S. fixed-broadband brands, helped by Starlink V3 capacity and lower terminal costs. AT&T continues gaining fiber customers, but rural and exurban households increasingly choose satellite where fiber build economics remain weak.
Secondary impacts
- Telecommunications -1.2%
- Technology +0.5%
- Business Services +0.1%
Tickers
- SPCX+5.0%
- T-2.6%
- CHTR-1.1%
- -1.0%
Portfolio impact
S&P 500+0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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