If we think about satellite internet, the first thing that comes to mind is usually Starlink. It is logical: SpaceX has managed to occupy a large part of the conversation in this area. But, while that was happening, what we have seen is that Amazon had been building its own bet on low orbit with Leoa project with which he wants to gain relevance in an increasingly disputed market. Now that plan has taken a much more serious step.
The company founded by Jeff Bezos has announced an agreement to acquire globalstarthe company that until now supports several Apple satellite functions on compatible iPhones and on the Apple Watch Ultra 3among them Emergency OSS via satellite. At the same time, both companies have communicated an agreement to continue these services and collaborate on future satellite functions supported by Leo. In other words, not only does it buy a strategic piece of the sector, it also fully enters into an already established relationship with Apple.
Here the value of Globalstar goes well beyond its name or its relationship with Apple. What Amazon is buying is a combination of satellite fleet, infrastructure, spectrum and operational knowledge accumulated over years in mobile satellite communications. There is also a particularly relevant point: the acquisition gives it immediate access to radio spectrum rights, a piece that can accelerate its plans to offer services on mobile phones and other devices in the future.
Furthermore, this operation does not appear in a vacuum. Leo had been trying to gain traction with his own deployment for some time: he already has more than 200 satellites in orbit, although he is still far behind SpaceX. At the same time, the firm has been teaching the product and clients: A few days ago it presented its aviation antenna and already has agreements with JetBlue and Delta to offer inflight connectivity starting in 2027 and 2028, respectively.
There is another detail that helps measure the magnitude of the movement without losing sight of caution. The information published by the Financial Times places the agreement in 11.6 billion dollars and places it among the largest purchases in the company’s history, below Whole Foods but above MGMalthough on paper there are still pending steps before considering it resolved. The announcement itself specifies that closure is planned for 2027, provided regulatory approvals arrive and certain technical commitments linked to Globalstar’s satellite program are met.
Viewed as a whole, this step helps to better understand where Leo wants to go in the coming years. We are not just facing a large acquisition, but rather an attempt to gain time, capabilities and position in a race in which Starlink continues to set the benchmark. The operation, if it ends up closing as planned, can change the starting point of the American giant quite a bit.
Images | Amazon | Apple | globalstar
In Xataka | Samsung faces a very serious problem to surpass TSMC with its 2nm chips: the 60% curse
GIPHY App Key not set. Please check settings