Globalstar vs SES: Communications constellations compared

Scores, Space (of 10)

Darker bar: ahead of the other company on that measure.

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

24 signals name Globalstar.

Facts, with sources

• 1 Jan 2027Amazon expects to close the Globalstar acquisition in 2027 pending regulatory approvalsSpaceNews
• 17 Sept 2026OpenTug and Globalstar are modernizing barge visibility with satellite trackingGlobalstar
• 17 Sept 2026Opsealog and Identec Solutions partnered to enhance Shell support-vessel operations using Globalstar connectivityGlobalstar

27 facts on file.

Scores, Space (of 10)

Darker bar: ahead of the other company on that measure.

Positioning

SES is a Luxembourg multi-orbit satellite operator (>EUR 3.5B class after completing its Intelsat acquisition in 2025) running a GEO fleet plus the O3b mPOWER MEO constellation, the consolidation move of the operator sector with Intelsat integration underway. K2 Space is building an initial 30-satellite MEO network for it, and it partners with Eutelsat OneWeb on airline multi-orbit deals. Current figures are verified-light this pass (a dedicated results pass owed).

Latest signals

• 27 Oct 2026SES and CANAL+ extended their strategic partnership through 2040.Satellite Evolution
• 22 Oct 2026ESA is developing the €15.6 billion Iris2 secure connectivity constellation with Aerospacelab and SES.Space Intel Report
• 13 Oct 2026SES selected Lyntris as payload integrator for its PTS-G satellite work.Via Satellite

75 signals name SES.

Facts, with sources

• 1 Jan 2028Astrium Mobile Neastar-1 L-band direct-to-device satellite mission planned for completionSpaceNews
• 1 Jan 2027Sixth HummingSat order for the Intelsat 45 missionSpaceNews
• 1 Jan 2027Intelsat-45 Ku-band FSS and BSS satellite mission planned for completionSpaceNews

110 facts on file.