Stock Markets April 14, 2026 08:05 AM

Amazon to Buy Globalstar for $11.57 Billion as It Scales Satellite Internet Ambitions

Deal gives Globalstar shareholders a cash-or-stock option as Amazon aims to expand a low-Earth orbit constellation to compete with Starlink

By Caleb Monroe AMZN
Amazon to Buy Globalstar for $11.57 Billion as It Scales Satellite Internet Ambitions
AMZN

Amazon announced an $11.57 billion agreement to acquire satellite operator Globalstar, offering shareholders either $90 per share in cash or 0.3210 shares of Amazon common stock per Globalstar share. The move is intended to accelerate Amazon's push to build a 3,200-satellite low-Earth orbit network by 2029, roughly half of which the company says must be deployed by a July 2026 regulatory deadline.

Key Points

  • Amazon will acquire Globalstar for $11.57 billion; Globalstar shareholders may choose $90 cash or 0.3210 Amazon shares per Globalstar share - impacts satellite, telecom, and consumer technology sectors.
  • Amazon aims to deploy about 3,200 low-Earth orbit satellites by 2029, with roughly half required by a July 2026 regulatory deadline - affects satellite manufacturing and launch services markets.
  • Globalstar operates about two dozen satellites, powers Apple's Emergency SOS, and serves enterprise, government, and consumer customers; Starlink operates over 10,000 satellites serving more than nine million users - highlights competitive dynamics in satellite internet services.

April 14 - Amazon.com said it will acquire Globalstar in a transaction valued at $11.57 billion, a deal that adds a small, existing low-Earth orbit satellite operator to the retailer's growing space-communications effort. Under the terms announced, holders of Globalstar stock may elect to receive either $90 in cash or 0.3210 shares of Amazon common stock for every share they own.

The announcement pushed Globalstar shares higher in premarket trading, up more than 9% following a period of price gains. The company had seen its shares climb a little more than 6% across the two weeks prior to reports of acquisition talks. Over the prior year the stock nearly doubled in value, and it had risen roughly 12% so far this year before the acquisition news emerged.

Amazon outlined ambitious deployment targets for its satellite initiative, planning roughly 3,200 satellites in low-Earth orbit by 2029. The company said approximately half of that planned constellation needs to be in place by a July 2026 regulatory deadline. Amazon currently operates a network of more than 200 satellites and said it expects to begin offering satellite internet services later this year.

The satellite program began as Project Kuiper in 2019 and is now referred to as Amazon Leo, a program launched by founder and former CEO Jeff Bezos. The planned scale of Amazon's network aims to close some of the gap with existing large-scale providers; SpaceX's Starlink operates a fleet of more than 10,000 satellites and serves in excess of nine million users worldwide.

Covington, Louisiana-based Globalstar operates roughly two dozen low-Earth orbit satellites and is known for powering Apple's Emergency SOS feature. Late last year Globalstar said an Apple-backed network under development would expand its constellation to 54 satellites, including a small number of backups.

Globalstar provides voice, data, and asset-tracking services to customers across enterprise, government, and consumer markets. The acquisition brings a small, operational satellite footprint together with Amazon's larger deployment plans as the company moves to scale its service offerings in the coming years.


Note: This article reports the terms and details released about the agreement and the deployment plans as stated by the companies.

Risks

  • Meeting the deployment schedule - roughly half of Amazon's planned 3,200 satellites are required to be in place by a July 2026 regulatory deadline, creating execution and regulatory timing risk for satellite and launch sectors.
  • Competitive pressure from incumbent providers - Starlink's substantially larger fleet and existing user base represent a competitive uncertainty for Amazon's satellite internet ambitions, impacting telecom and consumer connectivity markets.
  • Market and stock volatility for Globalstar - recent sharp share moves, including a near doubling last year and notable gains in the weeks before the acquisition news, point to potential investor uncertainty in the satellite-equipment and services market.

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