On Oct. 8, Elon Musk replied “True” to a post saying Starlink will become a must-have for airlines, and those without it will lose customers. United Airlines has Starlink on just under 600 aircraft and, according to Jefferies, expects its whole fleet to have it by the end of 2027, while Delta's Amazon Leo installations don't start until 2028. Musk has accused Delta of making things “painful, difficult, and expensive” for customers, which Delta called inaccurate, and Delta CEO Ed Bastian said on CNBC, “I'm a big fan of Starlink.” The article argues airline contracts are a small part of SpaceX's growth, with revenue consensus rising from $45.3 billion in 2026 to $201 billion in 2028, versus $18.7 billion in 2025.
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