Amazon has announced an $11.57 billion acquisition of Globalstar, marking a significant move to compete with Elon Musk's Starlink in the satellite connectivity market [1]. The acquisition provides Amazon with access to Globalstar's licensed spectrum in Band 53 (2483.5 to 2495 MHz), which is globally authorized to support fast, low-latency connectivity with reduced interference—a critical asset in the competitive satellite communications space [1].
Through this deal, Amazon gains not only spectrum but also Globalstar's satellites, infrastructure, and global licenses, positioning itself to launch direct-to-device satellite services. These services will enable phones to send texts, make calls, and access data even in areas without cellular coverage [1]. The rollout of Amazon's next-generation direct-to-device system is expected to begin in 2028, with plans to support features on devices such as iPhones and Apple Watches, including emergency messaging and roadside assistance [1].
Currently, Starlink leads the market with over nine million users and approximately 10,000 satellites in orbit, while Amazon's Leo network has just over 200 satellites, and Globalstar adds about two dozen more [1]. Despite the disparity in satellite numbers, Amazon's focus is on leveraging spectrum and infrastructure to enable future capabilities rather than matching Starlink's satellite count [1].
Amazon has also entered into an agreement with Apple to support satellite features on iPhones and Apple Watches, such as Emergency SOS via satellite. This partnership ensures that users relying on these features in remote areas will soon be connected through Amazon's network, with ongoing support for current devices and future upgrades in collaboration with Apple [1].
CONCLUSION
Amazon's $11.57 billion acquisition of Globalstar marks a strategic push into the satellite connectivity market, targeting direct-to-device services and challenging Starlink's dominance. The deal provides Amazon with valuable spectrum, infrastructure, and partnerships, notably with Apple, positioning it for significant market impact as it prepares to roll out new services starting in 2028.