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Globalstar

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Morgan Stanley Sees Amazon’s Globalstar Deal Expanding Its Leo/Space Ambitions
market-news1 month ago

Morgan Stanley Sees Amazon’s Globalstar Deal Expanding Its Leo/Space Ambitions

Morgan Stanley’s Brian Nowak argues Amazon’s $11.6B Globalstar acquisition would accelerate its Leo satellite strategy by enabling direct-to-device connectivity, securing coveted L/S-band spectrum, expanding in-orbit capacity, adding Band 53 options for future operations, and leveraging Apple partnerships for real-world D2C use; with a Buy/Overweight stance and a $300 target, the Street is broadly bullish (average ~14% upside) as AMZN stock rose about 4% on the news.

iPhone Satellite Suite Expands Under Amazon-Globalstar Deal
technology1 month ago

iPhone Satellite Suite Expands Under Amazon-Globalstar Deal

Amazon plans to acquire Globalstar and has signed an agreement with Apple to power current and future iPhone and Apple Watch satellite features via Amazon's Leo network, a deal likely to close in 2027 pending regulatory approval. Apple’s existing satellite features—Emergency SOS, Find My, Roadside Assistance, and Messages—remain free in supported areas, with rumors of iOS 27 upgrades (including 5G via satellite, Apple Maps via satellite, Photos support in Messages, and third‑party app integration) that could expand the platform in coming years.

Amazon Bets Big on Globalstar to Power Direct-to-Device Satellite Connectivity
technology1 month ago

Amazon Bets Big on Globalstar to Power Direct-to-Device Satellite Connectivity

Amazon is buying Globalstar for about $11.6B to boost its low-Earth-orbit Project Leo network and gain spectrum rights for direct-to-device satellite connectivity, with Apple tying the tech to iPhone and Apple Watch features; the deal fuels Starlink competition and raises concerns about orbital congestion and data privacy, with closing expected in 2027 after regulatory reviews.

Amazon and Apple link iPhone connectivity to Leo satellites after Starlink talks
technology1 month ago

Amazon and Apple link iPhone connectivity to Leo satellites after Starlink talks

Amazon will acquire Globalstar for about $11 billion and sign a deal with Apple to provide satellite connectivity for iPhones and Apple Watches via the Amazon Leo network, aiming for a Direct-to-Device service by 2028 after a 2027 merger close, with Leo’s mid-2026 launch and ongoing regulatory review, intensifying competition with Starlink and expanding satellite-enabled features like emergency SOS and messaging.

Amazon buys Globalstar to expand Leo with direct-to-device satellite coverage
technology1 month ago

Amazon buys Globalstar to expand Leo with direct-to-device satellite coverage

Amazon will acquire Globalstar to fuse its Leo satellite network with Globalstar’s spectrum and MSS capabilities, enabling next‑gen Direct‑to‑Device satellite services; separately, Amazon and Apple will extend satellite connectivity to iPhone and Apple Watch, including Emergency SOS via satellite. The move aims to deliver broader, more resilient global coverage, with D2D rollout starting in 2028 and the merger closing anticipated in 2027 pending regulatory approvals.

Amazon Expands Leo Satellite Network by Acquiring Globalstar and Linking to Apple Services
technology1 month ago

Amazon Expands Leo Satellite Network by Acquiring Globalstar and Linking to Apple Services

Amazon will acquire Globalstar to expand its Amazon Leo low Earth orbit satellite network with direct-to-device (D2D) capabilities starting in 2028, enabling faster, more reliable voice, text, and data services beyond terrestrial networks. Separately, Amazon and Apple will power satellite features for iPhone and Apple Watch, including Emergency SOS via satellite, using Globalstar’s spectrum and future Leo assets. The deal, with a planned 2027 closing subject to regulatory approvals and milestones, aims to close coverage gaps, boost resilience during disasters, and drive economic growth by extending connectivity to consumers, businesses, and governments.

Apple's Free Emergency SOS via Satellite Continues Beyond Two-Year Mark
technology1 year ago

Apple's Free Emergency SOS via Satellite Continues Beyond Two-Year Mark

Apple's Emergency SOS via satellite feature, launched two years ago on iPhone 14 models, remains free and has expanded globally. Initially available in the U.S. and Canada, it now covers multiple countries, with additional features like Roadside Assistance and Messages via satellite. Apple has extended the free usage period, but future charges are possible. The company is investing $1.5 billion in Globalstar to enhance satellite services, potentially expanding coverage and improving connection times.

Apple Eyes Entry into Smart Glasses Market with New Developments
technology1 year ago

Apple Eyes Entry into Smart Glasses Market with New Developments

Apple is reportedly exploring the smart glasses market through an internal study called 'Atlas' to gather employee feedback on existing products. This move could position Apple as a competitor to Meta's Ray-Ban smart glasses, though any product launch is years away. Additionally, Apple plans to invest nearly $10 million in Indonesia to address a sales ban on its latest iPhones due to local content requirements. The company is also investing $1.5 billion in Globalstar to enhance iPhone satellite services.