{"title":"Globalstar vs SES: Communications constellations compared","url":"https://www.frontiertechintelligence.com/compare/globalstar-vs-ses","comparison":"SES ranks 39 on the Space 100 with a score of 77; Globalstar ranks 46 with 75. Globalstar is ahead on progress. SES is ahead on positioning. Level on deployment, production, commercials, technology, firepower and leverage. Globalstar is based in Covington, United States, SES in Betzdorf, Luxembourg. Globalstar: Subsidiary. SES: Established. Globalstar is named in 24 signals and SES in 75.","companies":[{"name":"Globalstar","url":"https://www.frontiertechintelligence.com/companies/globalstar","city":"Covington","country":"United States","stage":"Subsidiary","founded":null,"last_round":null,"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.","assessed_in":{"domain":"Space","list":"Space 100","rank":46,"score":75,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":6,"progress":10,"firepower":8,"commercial":8,"deployment":9,"production":6,"technology":6},"why":"Globalstar sells satellite connectivity and IoT tracking services to marine, logistics, industrial and consumer customers through products such as SmartOne Solar.","segment":"Communications constellations","layer":"Satellites & spacecraft"},"signals_total":24,"facts_total":27},{"name":"SES","url":"https://www.frontiertechintelligence.com/companies/ses","city":"Betzdorf","country":"Luxembourg","stage":"Established","founded":null,"last_round":null,"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).","assessed_in":{"domain":"Space","list":"Space 100","rank":39,"score":77,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":9,"firepower":8,"commercial":8,"deployment":9,"production":6,"technology":6},"why":"SES operates GEO and MEO satellite networks, including O3b mPOWER, and sells connectivity to broadband, direct-to-device, maritime, government, defense and media customers.","segment":"Communications constellations","layer":"Satellites & spacecraft"},"signals_total":75,"facts_total":110}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}