> this is not the case and I have a feeling that Falcon 9 sticker price is in fact subsidied by the USA

They’re both state supported. But Falcon 9 is cash-flow positive on commercial launches where the only operational subsidies are launch complex access.

It is not. The sticker price is not subsidized by the state. The state does buy a lot of launches as a consumer. These are often conflated.

Falcon 9 is 'subsidized' by the USA in the way that businesses 'subsidize' development of new products and services through profit from selling products, getting investors and completing contracts at fixed cost to the customer. Ariane is subsidized in that their development expenses are fully paid for by government coffers, and additional money is provided yearly regardless of services rendered to make the sticker price for a launch seem lower.