Amazon just put Elon Musk's Starlink on notice

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Globalstar has operated for more than 30 years as a mobile satellite services provider. It brings something Amazon needed badly: spectrum. The company operates in Band 53, a slice of spectrum from 2483.5 to 2495 MHz. It describes this aslicensed spectrum with global authorizations designed to support fast, low-latency connectivity with reduced interference. That matters. Spectrum is limited, and having access to it gives Amazon a real edge. 

Amazon plans to launch a next-generation direct-to-device system in 2028. This would deliver voice, data and messaging straight to phones. The Globalstar deal gives Amazon the tools to make that happen. It brings spectrum, infrastructure and experience together.

The deal still needs regulatory approval, and that takes time. Amazon expects it to close in 2027. The FCC will decide, though early signs look positive. Amazon also faces a deadline. It plans to deploy about 3,200 satellites by 2029. About half must be in orbit by July 2026. That timeline adds pressure to move fast.

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