Apr. 16 at 7:14 AM
Amazon’s reported
$11.6B acquisition of Globalstar has brought attention to the direct-to-device satellite space, but the timeline suggests the project is still in early stages, with potential launch around 2028 at the earliest.
In contrast,
$ASTS is positioned on a more near-term commercialization path. The company is expected to begin commercial rollout this year and has already secured partnerships with major operators including AT&T, Verizon, Vodafone, Rakuten, and TELUS, supported by roughly
$3.9B in funding.
From a timeline perspective:
By the time Amazon reaches initial deployment,
$ASTS could already be operating commercially and building real subscriber scale.
The key contrast being highlighted:
one side is priced on future potential, while the other is moving toward near-term execution and deployment.
