The acquisition strengthens Amazon’s push into low Earth orbit satellite services, unlocking spectrum access and accelerating plans for direct-to-device connectivity, while intensifying competition with established players in the fast-evolving global satcom market.
Amazon has announced plans to acquire satellite communications firm Globalstar in a deal valued at approximately $11.57 billion, marking a significant expansion of its ambitions in the low Earth orbit (LEO) satellite internet space.
The transaction will see Amazon take control of Globalstar’s satellite infrastructure, including its existing constellation of 24 LEO satellites, which will complement Amazon’s own growing network of over 200 satellites. The move is widely seen as a strategic step to strengthen Amazon’s position in the race to deliver space-based connectivity services.
A key advantage from the acquisition lies in Globalstar’s globally authorised spectrum licences. These are expected to play a critical role in enabling Amazon’s planned direct-to-device (D2D) satellite services, targeted for launch around 2028. The capability would allow smartphones and other devices to connect directly to satellites without relying solely on traditional mobile towers.
Strengthening ecosystem and strategic partnerships
Globalstar is currently known for supporting emergency satellite communication features on devices from Apple Inc., including services that allow users to send messages from areas without cellular coverage. Apple, which acquired a 20 per cent stake in Globalstar in 2024, is expected to benefit from the deal as it ensures continued access to satellite infrastructure without operational ownership.
Both Amazon and Apple have indicated that existing services will remain uninterrupted. A renewed agreement is expected to support satellite-based features across current and future devices, including emergency messaging and connectivity in remote locations.
Amazon’s move also places it in more direct competition with SpaceX’s Starlink network, as companies increasingly race to expand global connectivity through satellite constellations.
D2D technology gains momentum
Direct-to-device satellite connectivity is emerging as a critical innovation in extending mobile coverage to regions where terrestrial networks are limited or absent, such as oceans, forests, and mountainous terrains. Unlike conventional networks that rely on ground-based towers, D2D technology allows satellites to function as communication nodes in orbit, directly linking with user devices.
Industry estimates suggest that investments in D2D satellite infrastructure could reach between $6 billion and $8 billion, with over 1,000 compatible satellites expected to be deployed globally in the near term. End-user spending on LEO-based communication services is also projected to grow steadily as adoption increases.
However, the technology still faces operational and regulatory challenges, including limited bandwidth, dependency on clear sky visibility, and the need for coordination with telecom operators for spectrum access. Despite these hurdles, the Amazon-Globalstar deal underscores growing confidence in satellite-based connectivity as a key pillar of future communication networks.
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