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Amazon Shops For A Shortcut To Satellite Scale
Amazon is at the center of reported acquisition talks that could give its satellite ambitions a quicker route to scale. Though nothing has been formally announced, the company is said to be in advanced discussions to acquire Globalstar in a deal valued at about $9 billion, and Globalstar shares jumped more than 12% in premarket trading after the news. This could be more than a flashy, orbit-adjacent headline; it could be a sign that Amazon is ready to pursue satellite scale more aggressively. In a business where patience is admirable right up until someone else gets there first, the willingness to drop $9 billion on a rocketship is the kind of audacity investors often pay up for.
Globalstar describes itself as a global telecommunications provider built around a low-Earth-orbit satellite constellation and terrestrial spectrum, serving business, enterprise, and consumer markets. Amazon, meanwhile, says Leo entered full-scale deployment in April 2025 and that its initial constellation is designed to include more than 3,000 satellites; the company has secured more than 80 launches to deploy that network. Buying an established operator would not erase every execution challenge, but it would give Amazon more infrastructure, relationships, and satellite know-how in a market that rewards speed. Building a network from scratch is ambitious. Trying to buy a running start is ambitious too, just with less time spent standing on the launchpad. The one detail keeping this from sounding simple is Globalstar’s existing relationship with Apple. Globalstar disclosed in late 2024 that Apple was funding expanded satellite services, would hold a passive 20% equity interest in the special-purpose entity tied to that network, and would continue receiving 85% of Globalstar’s network capacity for those services. That helps explain why the reported talks were still described as ongoing rather than finished. Even so, the important bit is that Amazon may be just as willing to buy speed and position off the shelf as it is to build them over time. Whether or not a deal lands, the company is showing that it wants a bigger place in a market it clearly sees as worth chasing. SPONSORED CONTENT
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