[w10-1]

Note that the objection is as much to the abruptness as the scale of the price increase.

Large customers sinking millions into (here aviation) assets rightly expect that their vendors respect their market lifecycles.

Starlink's behavior creates a credibility gap that could drive such customers to the 2-3 upcoming competitors with poorer service and even higher costs, but perhaps more reliability as partners.

I'd see this as an opportunity.

[khurs]

> Note that the objection is as much to the abruptness as the scale of the price increase.

When companies buy a service, they normally agree a bespoke contract for 5 years or so and a fixed price for additional units, often with an option of a further x years period too.

So sounds like there wasn't a bespoke contract as lawyers should have picked it up.

[huslage]

The "upcoming" is doing a lot of work. There is not currently a viable alternative to Starlink with the same capability, speed, or latency. Amazon Leo will be the next to go online and it won't be fully operational until sometime in 2028. No one in the aviation industry will want to wait for that.

[consumer451]

Delta and JetBlue appear to be waiting for Amazon Leo, and it seems to be coming online in 2027, not 2028.