They still, the demand for our devices, remains, continues to remain high and our partners have told us that they see long term demand and are almost working in a very high way with us versus anybody else at this point.So all those things, in addition to new technology, things like Go Exec, things like push to talk all those are now giving us kind of the visibility for the next couple of years in which Tom described through ’25 high single digit growth rate. Yes, that’s a big difference. That’s on the average, of course, but that is a big difference from sort of where we thought 5 to 10 years ago, we thought this was clearly a strong, steady low single digit kind of grower, but I think that the market dynamics and demand and technology have all given us a lot of confidence now that is not going to be that for the next couple of years.
Thomas Fitzpatrick I would just amplify Matt’s remarks. So in 2023, if you just do the math on where the ARPU that I’ve indicated, is going to be we’re going to be a solid double digit grower in ’23. So the guide is intended to help have you think about ’24 and ’25, you put the three together, the average annual rate, we think is going to be high single digits. And that takes into account all of the dynamics that Matt referenced.So we think this segment is more grossly than it had been for a decade. And then we sat down when — to observe the results last year, and we think that Go and push to talk or that is an ongoing benefit. That is it changes the complexion of this segment. And then there are competitive dynamics that are hard to predict really.
What we’re observing in our handset sales, etc. give us confidence to put that guide out of the average, high single digit growth between ’23 and ’25 Landon. Matthew Desch And by the way I also would say that we’ve already seen the reversal is sort of the Ukrainian situation. I mean, that was a strong bump in the first quarter of last year. We’re not seeing that this year. And so all of our guidance is really relevant to sort of a reversal of that already.Landon Park Well, you’re laughing has it come out of the base I guess or was more of the quiet.Thomas Fitzpatrick Yes, I wouldn’t say come out of the base. We didn’t see the ads. So if you look at commercial voice and data net ads in the first quarter look at it for the past five years last year, first quarter jumped off the page.
So clearly we got a bump in ads last year and a thought that’s come out but you didn’t get the activation occurred and are still being used but there’s no bump of activations.Landon Park So just to the extent that it could reverse, actually reverse out at some point are you able to talk about them and just on the APRU I just wanted to, I might have missed your comment. Can you clarify the size of the pricing action?Thomas Fitzpatrick Yes. So we said that APRUs going to be in the mid 40s. So that’s something we’re about time we’ve been running. And that’s durable, notwithstanding Ukrainian reversal.Landon Park Okay. And the magnitude of what that would look like reversing out or –Matthew Desch The number of devices in Ukraine increments, that was all were turned off immediately would be, I mean, less than a percent of our base, probably less than a percentage of our base.
So that’s not really, really driving our results at all at this point. Landon Park Understand. That’s very helpful. And then just two more, if I could. Your primary Leo competitor, has had an outage recently in the APAC region. You talked about the value of Leo and proliferated the Leo design up top. Can you talk about if you think there might be some sort of competitive impact of that outage? And I don’t know if you’ve heard anything, it’s obviously a fluid situation. Anything you can comment there?Matthew Desch We haven’t heard anything more than anyone else publicly has. Obviously they’ve made public statements about that. And there has been probably a focus in the Asia-Pacific region after that happened a couple of times they’re on our services, and it may have a positive impact going forward.
I think it highlights the difference in our architectures. We haven’t had any kind of satellite outages. But if we did satellites move around the planet and Leo saw quickly, it would never have this kind of impact on any region that would have really literally minutes at any one point on Earth during the day. So and we obviously have a lot of spare satellites, and more coming even next month. So I think our brand is resiliency and quality and high level of service and we’ll continue to focus on that. And perhaps all the benefits there. Landon Park Right. Just one last one on direct to device. The royalty payments associated with the future unit sales is that, should we expect that to be something below like $0.50 per unit? Are you able to write any color there in terms of what that will look like on a per unit basis?Matthew Desch Yes.
We really aren’t exposing our contracts at this point yet. We don’t even have the first units and service that will happen in the coming months. Now, when I think sometime in the future, you’ll hear more about that. But we’re really trying to give you a range or something would be really inappropriate at this time. That would just be too much information, really at this point.Landon Park Understood. Thanks for taking all the questions.Matthew Desch Yes. Thanks Landon. Operator The next question comes from Hamed Khorsand with BWS Financial. Please go ahead. Hamed Khorsand Good morning. Could you first talk about your comments about the different vertical tangents that you’re looking at auto in particular? Is that happening now? Or is that just conversation?
Where does that stand from a revenue opportunity for you?Matthew Desch We’re working on the details and planning and discussions. And given that the technology work is largely completed at this point because it’s the integration has been in and tested and as being integrated with smartphones, it wouldn’t take long, essentially to implement the technology into automotive. What’s different about automotive though is those design cycles for cars are quite long. And so I don’t know how long it would take for Snapdragon satellite to enter in the automotive space, but I doubt that it will impact revenues nearly as fast as the smartphone industry just on how that kind of design work happens.So I think that’s a few years away. It’s just, we’re just giving the highlights the sort of upside to this technology integration.
And the fact that we have selected such a strong and strategic partner here that we’re working with who has broad based capabilities in other industries as well.Hamed Khorsand Okay, and then my other question was on the IoT side, the number of additions this quarter was I think approximately 38,000, which is it seems like it’s slowing down. Is that purely because of consumer spending changes? Or is that partner’s delaying new product introductions?Thomas Fitzpatrick Yes. Just seasonality. The first quarter slower, first and fourth are slower, second and third are stronger.Matthew Desch And I don’t think your numbers are right. I think I think it’s more like net billable subscriber ads were 53,000 in ’23 versus 50,000 last year. So it’s actually up a bit but each quarter is hard to validate within a few 1000 exactly how many they’ll be.
