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![SpaceInvestor_D Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1505909833190592519.png) Space Investor [@SpaceInvestor_D](/creator/twitter/SpaceInvestor_D) on x 39.2K followers
Created: 2025-07-16 14:44:27 UTC

CONSUMER MOBILE

-3.2B subs via AT&T, Verizon, Vodafone & 50+ MNOs

-Just XX% adoption at $XXXX ARPU → $4.6B annual revenue

-XX% margin = $3.2B EBITDA

-15x = $48B valuation

✅ Massive scale, no retail cost structure, no towers. Once active, ARPU trickles in with near-zero opex.

![](https://pbs.twimg.com/media/Gv_FrMNXMAADQOp.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945494744093589726/c:line.svg)

**Related Topics**
[$48b](/topic/$48b)
[$32b](/topic/$32b)
[$46b](/topic/$46b)
[adoption](/topic/adoption)
[$vodl](/topic/$vodl)
[att](/topic/att)
[investment](/topic/investment)
[$vz](/topic/$vz)

[Post Link](https://x.com/SpaceInvestor_D/status/1945494744093589726)