Amazon to acquire Globalstar and expand Amazon Leo satellite network

Amazon is acquiring Globalstar to add direct-to-device satellite services to Amazon Leo network starting 2028, including powering satellite features for iPhone and Apple Watch. This extends Amazon's infrastructure beyond traditional cellular networks for global connectivity.
This positions Amazon to offer sellers better logistics tracking and communication in remote areas where cellular coverage is poor, potentially improving delivery reliability to rural customers. Sellers should monitor how this affects Amazon's delivery promise zones and rural market penetration over the next 2-3 years.
Amazon continues building end-to-end infrastructure control, from warehouses to satellites, reducing dependence on third-party networks and potentially expanding serviceable markets for sellers.
Track delivery performance reports for rural ZIP codes - improved satellite connectivity may expand Amazon's delivery promises to previously underserved areas by 2028.
Monitor Amazon's logistics announcements through 2028 to understand how satellite connectivity affects Prime delivery zones and rural customer reach.
Bottom Line
Amazon satellite acquisition expands future delivery reach to rural customers.
Source Lens
Official Platform Update
Direct platform communication. Highest-value for policy, product, and operational changes.
Impact Level
low
Amazon satellite acquisition expands future delivery reach to rural customers.
Key Stat / Trigger
2028 launch date for Amazon Leo Direct-to-Device system
Focus on the operational implication, not just the headline.
Full Coverage
Globalstar satellites, radio frequency spectrum, and operational expertise will enable Amazon Leo to add Direct-to-Device (D2D) services to future generations of its low Earth orbit satellite network.
New Amazon Leo D2D system will help mobile network operators extend voice, text, and data services to customers beyond the reach of terrestrial cellular networks.
Amazon and Apple enter agreement for Amazon Leo to power satellite services for supported iPhone and Apple Watch models, allowing users to text emergency services, message friends and family, request roadside assistance, and more. Today Amazon. com, Inc. and Globalstar, Inc.
announced that they have entered into a definitive merger agreement under which Amazon will acquire Globalstar, enabling Amazon Leo to add direct-to-device (D2D) services to its low Earth orbit satellite network and extend cellular coverage to customers beyond the reach of terrestrial networks.
In addition, Amazon and Apple announced an agreement for Amazon Leo to power satellite services for iPhone and Apple Watch 1, including Emergency SOS via satellite.
The new capabilities are part of Amazon’s long-term vision for space-based connectivity, and Amazon plans to work with mobile network operators (MNOs) and additional partners to deliver on that vision and extend reliable, high-speed connectivity to customers, no matter where they are in the world.
“There are billions of customers out there living, traveling, and operating in places beyond the reach of existing networks, and we started Amazon Leo to help bridge that divide,” said Panos Panay, Senior Vice President of Devices & Services, Amazon.
“By combining Globalstar’s proven expertise and strong foundation with Amazon’s customer-obsession and innovation, customers can expect faster, more reliable service in more places—keeping them connected to the people and things that matter most.
We’re excited to support Apple users through the Leo D2D system, and look forward to working with mobile network partners to help extend coverage to every corner of the planet.”
Amazon acquires Globalstar Globalstar is a leading mobile satellite services (MSS) operator, a pioneer in non-geostationary orbit (NGSO) satellites and D2D technology, and a provider of critical and emergency communications to customers around the world.
As part of the agreement, Amazon will acquire Globalstar’s existing satellite operations, infrastructure, and assets, including MSS spectrum licenses with global authorizations.
Combining Globalstar’s spectrum and established MSS capabilities with the scale, performance, and reach of Amazon Leo will enable Amazon to deliver continuous connectivity for consumer, enterprise, and government customers around the world—whether they’re living or working in remote areas or simply moving in and out of traditional cellular networks.
Globalstar’s existing satellite fleet and its new satellites with expanded capabilities will operate alongside the Amazon Leo broadband system and Amazon’s planned direct-to-device satellite system.
“We have long believed low Earth orbit satellite constellations offer the most effective path to truly connect users and devices anywhere and anytime,” said Paul Jacobs, CEO, Globalstar.
“For more than 30 years, Globalstar has executed on this vision through sustained, long-term investment in technological innovation, operational excellence, and development of globally harmonized spectrum across both satellite and terrestrial applications.
The combination with Amazon Leo will advance innovations in digital connectivity that will benefit our customers and advance us toward a more intelligent, continuously connected world.”
Amazon Leo Direct-to-Device (D2D) Beginning in 2028, Amazon Leo will deploy its own next-generation D2D satellite system, allowing Amazon to deliver more advanced voice, data, and messaging services to mobile phones and other cellular devices.
The Leo D2D system will offer substantially higher spectrum use and efficiency than legacy direct-to-cell systems, which translates into faster speeds and better performance for customers.
It will also integrate seamlessly with Amazon’s first- and second-generation Leo systems, forming a powerful, unified network that combines fixed and mobile satellite services to support a wide range of customers and use cases.
The complete Amazon Leo network will include thousands of advanced satellites in low Earth orbit and have enough capacity to support hundreds of millions of customer endpoints around the world.
Amazon Leo to power Apple satellite features In addition to the agreement with Globalstar, Amazon and Apple signed an agreement to provide satellite connectivity for current and future iPhone and Apple Watch features.
Globalstar currently partners with Apple to power satellite service on iPhone 14 or later, as well as Apple Watch Ultra 3, allowing users to text emergency services, message friends and family, request roadside assistance, and share
Original Source
This briefing is based on reporting from About Amazon. Use the original post for full primary-source context.
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