Amazon expands Leo ambitions through Globalstar merger
Summary
Amazon announced a merger with satellite internet provider Globalstar Inc. to significantly enhance its Leo satellite network, positioning it to better compete with Starlink. This strategic move aims to expand Leo's operational capacity and enable direct-to-device connectivity, specifically for supported iPhone and Apple Watch models, continuing a collaboration with Apple. Globalstar currently provides emergency satellite connectivity for Apple devices, with Apple holding a 20% stake in Globalstar, acquired for \$1.5 billion in 2024. The direct-to-device service from Leo is projected to be operational by 2028, with the merger expected to finalize in 2027. Amazon is also seeking an FCC deadline extension, as it anticipates having only around 700 of the required 1,600 satellites operational by the July 2026 deadline.
Key takeaway
Amazon is merging with Globalstar to significantly expand its Leo satellite internet network, targeting direct-to-device connectivity by 2028. This strategic move leverages Globalstar's existing Apple collaboration for emergency services and intensifies competition in the LEO satellite market against Starlink. However, Amazon faces a critical FCC deadline of July 2026 to deploy 1,600 satellites, with only 700 currently anticipated, potentially impacting timelines.
Topics
- Amazon Leo
- Globalstar Merger
- Satellite Internet
- Direct-to-Device Connectivity
- Apple Collaboration
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Editorial summary, takeaway, and curation by AIssential. Original article published by Dataconomy.