Fall ResetAmazon USFall reset deals: check better picks before checkoutAmazon US: today's deals, useful picks and quick comparisons.Check DealsClean PCRecommendedOne scan can reveal what keeps slowing WindowsLook for cleanup and repair opportunities.Run ScanFall ResetAmazon USWork and home upgrades are worth comparing todayAmazon US: today's deals, useful picks and quick comparisons.See Picks×
Skip to content
Blog

Amazon’s planned $11.6 billion Globalstar acquisition is really a bet on satellite-to-phone connectivity

By TheFinanceBase Team9 min read
Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Some links on this page are affiliate links: if you buy through them we may earn a commission, at no extra cost to you.

Amazon has agreed to acquire Globalstar for approximately $11.6 billion, but it does not own the satellite operator yet. The transaction, announced April 14, 2026, is expected to close in 2027 if regulatory approvals and other conditions are satisfied. Amazon’s prize is less Globalstar’s current revenue than its mobile-satellite spectrum, satellite infrastructure, operating expertise, and relationship with Apple.

The deal gives Amazon a potentially valuable shortcut into direct-to-device connectivity—satellite services delivered to ordinary phones and other cellular devices. It also strengthens Amazon Leo, the company’s planned low-Earth-orbit network. But it does not immediately make Amazon a peer of SpaceX’s Starlink: Amazon still has to close the transaction, deploy satellites, integrate networks, secure approvals, and build a commercially viable service.

What Amazon agreed to buy

Under the proposed transaction, Globalstar would become an Amazon subsidiary before being merged into an Amazon acquisition subsidiary. The legal structure is described in Globalstar’s merger-agreement filing.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Amazon is acquiring more than a conventional satellite-services business. The assets include:

#1 Best Overall
BlueCosmo Inmarsat IsatPhone 2.1 Satellite Phone Kit (SIM Included), unlocked - Global Coverage - Voice, SMS, GPS Tracking, Emergency SOS - Prepaid and Monthly Service Plan Options
  • Global Coverage: No Roaming Charges - Make and receive voice calls, SMS, track your position with GPS from anywhere on the globe.
  • Complete Kit: Includes Inmarsat IsatPhone 2.1 satellite phone handset, Lithium-ion battery, International AC wall charger, Automobile DC charger, Holster with belt clip, Hands free earpiece, Lanyard, USB cable, USB thumb drive with documentation, Quick start guide, SIM card and 18 month warranty.
  • Durable Design: Withstands dirt, dust and jets of water from every direction; IK04 shock resistance rating and an ingress rating of IP65; Operational temperature range of -20°C to +55°C.
  • World Class Support: Get expert assistance from the BlueCosmo team for any satcom needs; Choose from various service options to fit your budget.
  • Long Battery Life: 8 hours talk time and 160 hours standby; Lithium-ion battery provides longest lasting power for your satellite phone.
  • Globalstar’s existing satellites and satellite operations;
  • ground infrastructure and related assets;
  • mobile-satellite-service spectrum licenses and associated authorizations;
  • operational and regulatory expertise;
  • existing customer and wholesale-capacity relationships; and
  • the company’s important relationship with Apple.

Globalstar remains a mobile-satellite-services operator rather than a fully formed broadband competitor to Starlink. Its services have included satellite voice, messaging, tracking, and specialized connectivity. Its first-quarter 2026 results showed revenue of $70.1 million, up 17% year over year, with wholesale-capacity revenue helping the result. That relatively modest standalone scale helps explain why the acquisition price is primarily a valuation of strategic assets and future positioning, not simply current sales.

Globalstar said the FCC’s Space Bureau had reaffirmed its exclusive mobile-satellite-service operating rights in the relevant Big LEO spectrum band. That is strategically significant, but it should not be read as proof that Amazon will have unrestricted commercial use of every frequency in every country. Spectrum rights remain subject to technical, regulatory, geographic, and service-specific conditions.

What the $11.6 billion price actually means

The headline value is approximately $11.6 billion. The agreement provides for Globalstar shareholders to receive either:

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
  • $90 in cash per share; or
  • 0.3210 Amazon shares per Globalstar share, with the stock consideration capped at a value of $90 per share.

Cash elections are capped at 40% of Globalstar’s outstanding shares, so the final mix will include both cash and Amazon stock. The transaction value can also be reduced by as much as $110 million if specified operational milestones are not achieved.

Approximately 58% of Globalstar’s combined voting power had approved the transaction by written consent, according to Amazon’s announcement. That support does not remove the remaining closing conditions. The deal is still subject to regulatory approvals and other conditions, and the expected closing date is 2027—not the date of the announcement.

For investors, the distinction matters. “Amazon owns Globalstar” is currently inaccurate. The more precise descriptions are “Amazon has agreed to acquire Globalstar,” “Amazon is the announced buyer,” or “Globalstar is a pending Amazon acquisition.”

Why spectrum may be more valuable than Globalstar’s size

Satellite networks need orbital capacity, ground infrastructure, launch capability, devices, customer relationships, and regulatory permission. Spectrum is one of the hardest pieces to obtain quickly.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Mobile-satellite-service spectrum can support communications between satellites and mobile devices or specialized terminals. Acquiring an existing license holder may allow Amazon to move faster than building a D2D regulatory position from scratch. It also gives Amazon experience with the complicated national and international rules governing satellite operations.

However, spectrum is not the same thing as a functioning network. Amazon still needs to:

Rank #2
BlueCosmo Inmarsat IsatPhone 2.1 Satellite Phone Kit & 500 Unit Prepaid SIM (365 Days) - Global Coverage - Voice, SMS, GPS Tracking, Emergency SOS
  • GLOBAL COVERAGE: NO ROAMING CHARGES – make and receive voice calls, SMS, track your position with GPS from anywhere on the globe – never pay roaming charges. Your coverage area is EARTH (except the extreme north and south polar regions).
  • EVERYTHING YOU NEED WITH 18 MONTH WARRANTY: Inmarsat IsatPhone 2.1 satellite phone handset, Lithium-ion battery, International AC wall charger with international plugs, Automobile DC charger, Holster with belt clip, Hands free earpiece, Lanyard, USB cable, USB thumb drive with documentation, Quick start guide, SIM card & 18 MONTH WARRANTY exclusively from BlueCosmo Satellite Communications.
  • RESISTS WATER AND DUST: SHOCK RESISTANT: TOUGH AND RELIABLE: IK04 shock resistance rating and an ingress rating of IP65: the IsatPhone2 can withstand dirt, dust and jets of water from every direction. It has a humidity tolerance of 0 to 95%, and an operational temperature range of -20°C to +55°C (-4°F to +131°F). An innovative transflective display technology provides enhanced daytime visibility. Longest lasting batteries of any satellite phone with 8 hours talk time and 160 hours standby.
  • WORLD CLASS SUPPORT AND SERVICE: When you purchase your IsatPhone 2 satellite phone from BlueCosmo, you get a team of professionals who have been deploying satellite communications around the world for the most demanding customers since 2003. Our IsatPhone service options can fit any budget and we can get you up and running for all your critical satcom needs. Anytime. Anywhere.
  • launch and operate satellites;
  • connect them to ground infrastructure;
  • manage interference and network capacity;
  • obtain approvals in relevant markets;
  • integrate with mobile operators and device manufacturers;
  • certify compatible phones and other equipment; and
  • offer pricing and performance that customers will accept.

The acquisition therefore shortens one part of Amazon’s path into satellite-to-device service. It does not eliminate the engineering, capital, regulatory, or commercial work that follows.

The Apple connection is central

Apple is not a minor detail in this transaction. Apple has been a major Globalstar investor and held approximately 20% of the company according to coverage reviewed for this article. Globalstar currently supports Apple’s satellite features.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Separately, Amazon and Apple have agreed that Amazon Leo will support satellite services on supported iPhone and Apple Watch models. The services named in Amazon’s announcement include Emergency SOS, Messages, Find My, and Roadside Assistance via satellite. Amazon says it will continue supporting current and planned Apple satellite services while working with Apple on future services using the expanded Amazon Leo network.

That does not mean every iPhone will automatically receive broadband satellite service. Compatibility will depend on device hardware, software, geography, carrier arrangements, satellite coverage, and the eventual terms of each service. It also does not mean Apple’s existing features will instantly move to Amazon Leo when the acquisition closes.

For Amazon, Apple provides a high-profile anchor relationship and a concrete use case for satellite connectivity. For Apple, an expanded network could provide another route to maintain and develop satellite features without relying solely on Globalstar’s existing scale.

Backhaul, broadband, and direct-to-device are different

Coverage of the deal can become confusing when it treats all satellite connectivity as the same. The main categories are distinct:

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
Service type What it does
Fixed satellite broadband Uses a dedicated antenna or terminal to connect a home, office, remote site, vessel, aircraft, or other location.
Satellite backhaul Carries traffic between a remote cellular or network site and the wider terrestrial network.
Direct-to-device Allows a satellite to communicate directly with a conventional cellular phone or other compatible device, potentially supporting messaging, voice, or data.

Globalstar has experience across mobile satellite services and wholesale capacity. Amazon’s strategic objective is broader: combine Globalstar’s assets with Amazon Leo’s fixed, mobile, and direct-to-device ambitions.

How Globalstar fits into Amazon Leo

Amazon describes Leo as a planned LEO satellite network serving fixed and mobile connectivity. Its next-generation direct-to-device system is planned to begin deployment in 2028 and is expected to integrate with Amazon’s first- and second-generation Leo systems.

Amazon projects that the completed network will include thousands of LEO satellites and capacity for hundreds of millions of endpoints. Those are company projections, not independently verified results or guarantees of future coverage.

Rank #3
OSAT Inmarsat IsatPhone 2 – Global Satellite Phone with Reliable Voice | Long Battery Life | GPS Tracking | Weather-Resistant Design | Emergency Assistance Button
  • FLEXIBLE AIRTIME OPTIONS FOR GLOBAL USE - The Inmarsat IsatPhone 2 satellite phone includes a free SIM card. Before using your Inmarsat satellite phone, you must purchase an airtime plan for the SIM provided. Prepaid plans offer a set number of minutes for a one-time payment, with the option to add more anytime. Postpaid plans provide continuous service for a fixed monthly fee, ensuring uninterrupted use. We will provide information on the various plans available following your purchase.
  • NEAR GLOBAL SATELLITE COVERAGE – Stay connected almost anywhere with the Inmarsat IsatPhone 2, offering reliable voice calls, SMS, and GPS tracking worldwide, excluding polar regions. Ideal for remote areas, off-grid adventures, and emergency preparedness.
  • RUGGED & LONG-LASTING PERFORMANCE – Built for extreme conditions with shock, dust, and splash resistance, plus an impressive battery life of up to 8 hours talk time and 160 hours standby, ensuring dependable communication when you need it most.
  • EMERGENCY & SAFETY FEATURES – Includes a one-touch assistance button to send GPS location data to emergency contacts, plus incoming call alerts even with the antenna stowed, so you're always reachable in critical situations.
  • EXPERIENCED CUSTOMER SUPPORT – We have supported more than 50,000 customers across 130+ countries and our knowledgeable and friendly support team is always ready to support you, seven days a week, 365 days a year. We offer an online portal for activations, top-ups and extensions and offer a range of prepaid and postpaid airtime plans to suit any requirement.

Globalstar’s spectrum, infrastructure, and regulatory experience could help Amazon build a unified network that supports:

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
  • remote and rural cellular coverage;
  • emergency and safety communications;
  • enterprise and government connectivity;
  • aircraft, maritime, and transportation services;
  • satellite backhaul for mobile operators; and
  • future messaging, voice, and data services on compatible devices.

The 2028 target applies to the planned next-generation D2D system. It should not be interpreted as a promise that every Amazon Leo service—or a consumer satellite phone plan—will launch that year.

Why Amazon is acting now

LEO satellite networking is capital-intensive and execution-sensitive. Companies must fund satellites, launches, ground systems, spectrum compliance, device partnerships, and customer acquisition, often years before reaching scale.

The competitive field is also becoming more crowded. SpaceX’s Starlink has an operating lead, while AST SpaceMobile and other providers are pursuing direct-to-device services. Mobile operators are seeking ways to extend coverage beyond terrestrial networks, and device manufacturers want satellite capabilities that can be marketed as safety or connectivity features.

In that environment, assets that are difficult to reproduce—licensed spectrum, regulatory history, an operating constellation, and an anchor customer such as Apple—can be worth more to a strategic buyer than to a smaller standalone operator. Consolidation can also reduce the time needed to assemble a complete service, although it cannot guarantee commercial success.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Does this make Amazon a Starlink peer?

Not immediately. The acquisition improves Amazon’s strategic position by adding spectrum, satellite operations, a D2D roadmap, and Apple-related demand. But Starlink has a substantial installed constellation, launch cadence, operating experience, and existing customer base.

Amazon must still close the deal and integrate Globalstar’s assets. It must also manufacture and launch a large constellation, establish ground infrastructure, coordinate with mobile operators, satisfy regulators, and prove that D2D services can generate sustainable returns.

Analysts cited by Network World argued that the transaction does not remove Amazon’s scale gap with SpaceX. That is analyst opinion rather than an independently audited forecast, but it captures the central limitation: buying a strategically useful operator is not the same as buying Starlink’s years of deployment and operating history.

Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Support on Ko-Fi

What consumers should expect

In the near term, consumers should not expect an immediate Amazon satellite broadband plan for ordinary phones. The reviewed announcements provide no verified public retail pricing or complete consumer launch schedule for Amazon Leo’s D2D service as of August 18, 2026.

Free tools Windows power users keep installed

One-click scans. No signup required.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
Rank #4
ZOLEO Satellite Communicator (Slate Grey)
  • Global satellite messaging: Stay connected beyond cell coverage, use ZOLEO with your smartphone to transmit text messages and e-mails over the Iridium satellite network, cellular or Wi-Fi using the lowest-cost network available (service plan required)
  • Emergency SOS: Send an SOS alert with your GPS location to 24/7 emergency monitoring center if something goes wrong, or access Medical Assist for non-emergency help
  • Optional Travel Risk Management Coverage: Feel more secure wherever you go with a Field Rescue Membership from Global Rescue. Affordably priced, this travel risk management add-on offers immediate medical coverage for safe extraction and transportation to the nearest capable medical facility.
  • Dedicated SMS number: An assigned ZOLEO SMS number and email enables contacts to reach out directly when you're off the grid
  • Check-in: Send unlimited check-ins via the ZOLEO device or app, included in your plan

Longer term, Amazon says it is pursuing more advanced messaging, voice, and data services for phones and other cellular devices. Actual availability will depend on:

  • compatible device hardware and software;
  • mobile-carrier participation;
  • country-specific spectrum and regulatory rules;
  • satellite coverage and available capacity;
  • the user’s view of the sky; and
  • service pricing and plan terms.

Buildings, forests, mountains, aircraft cabins, and other obstructions may affect a satellite connection. Satellite capacity is shared, and performance may vary by location and demand. Emergency satellite connectivity is also not the same as guaranteed emergency response or universal access to local emergency services.

What it could mean for enterprises and carriers

The strongest early commercial opportunity may be enterprise and infrastructure connectivity rather than a mass-market phone subscription.

Mobile operators could use satellite links to extend coverage or provide backup where fiber and microwave connections are unavailable. Governments, emergency services, transportation companies, remote industrial sites, and defense organizations could use satellite connectivity in locations where terrestrial networks are limited or vulnerable.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Amazon’s broader cloud and enterprise ecosystem may make Leo attractive to organizations that want connectivity and cloud services from one strategic vendor. That could simplify procurement, but it could also create concerns about vendor concentration and lock-in.

Enterprise buyers should ask about coverage geography, hardware, clear-sky requirements, data limits, latency, service-level agreements, support, carrier integration, regulatory restrictions, and whether the product is intended for fixed broadband, backhaul, mobility, or direct-to-device use. Satellite should generally be viewed as a complement to terrestrial networks—not an automatic replacement for fiber, microwave, or cellular infrastructure.

Risks investors should watch

  • Closing risk: The transaction remains subject to regulatory and other conditions.
  • Customer-contract risk: Globalstar customers may have rights to terminate, amend, or withhold consent because of the change in control.
  • Integration risk: Globalstar’s existing systems may not integrate cleanly with Amazon Leo’s architecture.
  • Deployment risk: Satellite manufacturing, launch schedules, orbital deployment, and ground infrastructure can all cause delays.
  • Demand risk: Mobile operators may prefer multiple suppliers or already have agreements with competing satellite providers.
  • Economics risk: Technically successful D2D service may still be difficult to monetize at consumer price points.
  • Competition risk: Starlink and other providers may expand their lead before Amazon’s planned 2028 D2D deployment.
  • Performance risk: D2D services may begin with constrained messaging or emergency functions before supporting voice and broadband data.

The financial takeaway

Amazon’s planned purchase is best understood as a strategic infrastructure deal, not a simple bet on Globalstar’s current income statement. The company is paying for a combination of spectrum, satellite assets, regulatory know-how, Apple-related continuity, and a faster route into direct-to-device connectivity.

That combination could materially improve Amazon’s position in the LEO market. But the deal does not yet deliver a functioning Amazon-to-phone network, close the scale gap with Starlink, or guarantee that consumers will receive a new satellite service on existing devices. The decisive test will come after closing, when Amazon must convert scarce spectrum and valuable partnerships into reliable, scalable, and profitable connectivity.

What’s actually slowing this PC down?

Pick the symptom - the matching free tool is one click away.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

Written by TheFinanceBase Team

The Team behind TheFinanceBase.

Add your note

Your email address will not be published. Required fields are marked *

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Recommended PC Tool
Recommended PC Tool
Outdated Drivers Are Slowing You DownFree scan - exact matches
Windows Errors? Fix Them Before They SpreadFree repair scan

Two free Windows tools

One Free Minute Could Fix That PC

Before you go - each of these free tools takes about a minute and tackles what quietly slows a Windows PC down.

Special offer. View Outbyte info, uninstall instructions, EULA, and Privacy Policy.