Amazon has announced a merger with Globalstar Inc., the satellite internet provider behind Apple's emergency SOS connectivity feature on iPhones and Apple Watches. The acquisition aims to strengthen Leo, Amazon's direct competitor to SpaceX's Starlink constellation, by expanding its space-based infrastructure and enabling direct-to-device satellite services.
Globalstar may not be a household name, but its technology reaches millions of Apple users daily through the SOS feature available on compatible devices. Apple itself holds a 20 percent stake in Globalstar following a $1.5 billion investment made in 2024. Under the new agreement, Leo will continue powering satellite services for supported iPhone and Apple Watch models, with both companies committed to collaborating on future satellite offerings as Leo's network expands.
The integration timeline extends well into the coming years. Amazon and Globalstar expect the deal to close by 2027, with Leo's direct-to-device service launching in 2028. However, Amazon faces regulatory pressure from the Federal Communications Commission regarding its satellite deployment schedule.
The company must have 1,600 satellites operational in orbit by July 2026 to meet FCC requirements, but current projections indicate only approximately 700 satellites will be functional by that deadline. This shortfall could prompt Amazon to seek an extension from regulators, adding uncertainty to the already extended timeline.
The acquisition represents a significant strategic move in the intensifying competition for satellite internet dominance. By incorporating Globalstar's established infrastructure and operational expertise, Amazon strengthens Leo's position in the emerging direct-to-device satellite market. The continued partnership with Apple demonstrates the value both companies see in reliable, redundant satellite connectivity options for their user bases.