Globalstar

Positioning

Globalstar is a US satellite operator running a legacy LEO fleet (powering Apple's Emergency SOS and IoT), with Q2-26 revenue of $64.8M (~$270M run-rate, Apple wholesale capacity $40.1M of Q2) and its first eight MDA-built HIBLEO-4 replacement satellites launched in August 2026. It is being acquired by Amazon ($90.00 cash or 0.3210 AMZN shares, an 8-K in April 2026, close expected 2027), making the Apple satellite partner Amazon's second space-connectivity move (alongside Amazon Leo). Its FY26 outlook is suspended pending the merger.

Latest signals

• 28 Oct 2026U.S. regulators approved Amazon’s acquisition of Globalstar despite Yippy’s objection.Heise
• 28 Oct 2026Amazon is pursuing an acquisition of Globalstar despite an objection.Heise
• 27 Oct 2026Amazon received FCC approval to acquire Globalstar.Via Satellite
• 19 Oct 2026FCC authorized Globalstar’s C-3 satellite constellation for direct-to-device services.Via Satellite
• 11 Sept 2026Apple is keeping its satellite communication service free for another year.Heise

24 signals name Globalstar. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 1 Jan 2027Amazon expects to close the Globalstar acquisition in 2027 pending regulatory approvalsOwnership change · SpaceNews
• 17 Sept 2026OpenTug and Globalstar are modernizing barge visibility with satellite trackingPartnership · Globalstar
• 17 Sept 2026Opsealog and Identec Solutions partnered to enhance Shell support-vessel operations using Globalstar connectivityPartnership · Globalstar
• 17 Sept 2026Advanced Tracking deployed more than 2,000 Globalstar SmartOne Solar transmitters in the leisure marine sectorDeployment · Globalstar

27 facts on file. Members see all of them with the source link.

Scores, Space (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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