Globalstar is a study in corporate survival. It lives on while its 90’s cohort Iridium didn’t make it.
Consider the journey:
2002: Bankruptcy.
2007: Satellite amplifier failures threatened its voice service.
2010–2013: A replacement constellation helped restore capacity.
2022: Apple's iPhone Emergency SOS gave Globalstar a major new purpose.
2024: Apple committed approximately $1.5 billion in investment and infrastructure funding.
Now: This acquisition by Amazon would bring Globalstar's satellite assets and spectrum into Amazon's competition with Starlink, while preserving satellite services for Apple devices.
The Iridium constellation(s) are very much in active use. They transitioned their business model from pure communications to RF remote sensing. They are among the leaders in some markets for RF remote sensing platforms. AFAIK the businesses in these markets do not use the Iridium name, which makes sense given it is a historical telecom brand.
Fun Iridium trivia: it was originally designed to need 77 satellites, hence the name. By the time they deployed they’d figured out they’d only need 66, but for some reason didn’t change their name to Dysprosium.
Surprisingly they're profitable, but still saddled with a lot of debt.
I know to people over at Iridium that have stayed through the past 15 years or so. They have a niche they're serving that seems stable for now.
I half expect Amazon to keep making acquisitions to try and accelerate their satellite efforts. I don't think it's a net negative thing, there's so much more we can do.
There are countless niches like this in telematics, one of the only industries I've encountered where a seemingly established company will be doing a "Series K" round, typically as a means to buy or build out the infrastructure they need for whatever customer.
> 2022: Apple's iPhone Emergency SOS gave Globalstar a major new purpose.
I wondered who it was that Apple was using for that but never looked into it. Was it for any particular reason on Apple's part other than it probably saved them a bundle compared to going with literally anyone else? Or is there something else I'm missing? Just curious. I wish I could be a fly on the wall for some of these corporate events nobody thinks too much about.
Globalstar's technology over everyone else. They've just been crude bent pipes up in the sky. They still are. C-3 is just a bunch of new radio repeaters.
Globalstar's original network was just CDMA over the bent pipe satellite link, their second-gen Duplex network (sold as Sat-Fi 2) was an attempt to go WCDMA, then Apple dangled a lot of cash at them to build out and drop the entire Sat-Fi 2 product, the entire WCDMA core, and go roll Apple's new toys out for them. I'm assuming C3 is going to be heavily LTE-based if it isn't already at this point.
(I had a Sat-Fi 2 device and it was an interesting and short-lived experience. I was also there for the weird interim 201x satellite failure era - I remember having to pull up the Optimal Satellite Availability Tool to go see exactly how many long ~2-10 minute windows I could make phone calls in with a GSP-1600.)
It lives on while its 90’s cohort Iridium didn’t make it.
Garmin inReach users will be disappointed to hear that:
“inReach devices use the Iridium satellite constellation, which forms a mesh with 100% globe coverage.”
Bankruptcy doesn't mean that assets will be destroyed. Valuable assets (including satellites, brand etc.) will be sold off to new owners, and the proceeds go to the lenders.
Two types of bankruptcy in the U.S.: liquidation and reorganization. The latter lets a company reshuffle assets and debt and schedule new payment plans to continue to exist as a going concern. It often wipes out shareholders.
The news is that the FCC approved the acquisition. It was already announced back in April that Amazon would be purchasing Globalstar. I don’t think anyone expected it to be held up by regulators.
Band n53 adds premium midrange spectrum to the premium performance of XCOM RAN. As midband spectrum, it provides a balance of speed and coverage for 5G with download speeds up to 250 Mbps and upload speeds up to 100 Mbps, wider coverage than millimeter-wave frequencies and greater efficiency than lower bands for better throughput. If you run the wireless networks that run the world, the combination of band n53 and XCOM RAN is a marriage made in heaven. Learn more in the Terrestrial Wireless section at www.globalstar.com.
Why is Amazon interested in Globalstar? The first thing that comes to my mind is like... Amazon's lowkey business model is "pick unsexy, logistics-heavy areas and just Do The Work better than others until a niche is carved out."
And from that POV I think the acquisition makes sense, but I'm not sure how this benefits the existing constellation of Amazon IP. Is it more like an attempt to have a relevant AWS-like play but for satcom because they see demand in that area growing a ton? Okay sure but is Globalstar really getting you that unlock?
> the C-3 System will comprise 48 low Earth orbit satellites operating at an altitude of 1414 kilometers along with 6 in-orbit spares, supported by approximately 90 six-meter ground station antennas installed around the world
Just fyi, LEO is up to 2000km / 1200mi. But this is still double Starlink altitude. And multiple orders of magnitude less satellites.
Those are very absolute statements. And mayeb you're not aware, but if you notice people pulling away from you in conversation or it's difficult for you to maintain longterm, deep, relationships, it might be partly because of the way you express yourself. And it probably comes from a good place, you might just want to warn people to not go through whatever bad experience you had. But it is a very one way type of communication. It doesn't allow anybody except those that agree. But those that agree won't agree on some other big statement and you'll still resent each other.
Just something to think about as you navigate the challenges of social interactions. The best to you.
It's OK to not agree,that's how we progress. Everybody can be wrong too,and we shouldn't be afraid to be vulnerable.
Now, how could a satellite service be useless? And what many people don't understand, is that if somebody that is using it (as thousands of people are) hears that, it might be hurtful. It comes down to calling somebody "dumb". And the statement doesn't invite anybody to come up with arguments. No, most people would walk away from a discussion. Avoid this person with his big ideas. This is how society is individualized and how we fail to understand each other.
I also believe that it comes from a good place, like actual "advice". I've been giving my little snarky comment to about 20 people. Most of them were open to it, changed their style a little and the workplace became some much more pleasant.
Maybe you're not aware, but if you notice people pulling away from you in conversation or it's difficult for you to maintain longterm, deep, relationships, it might be partly because of the way you express yourself. And it probably comes from a good place, you might just want to warn people to not go through whatever bad experience you had. But it is a very one way type of communication. It doesn't allow anybody except those that agree. But those that agree won't agree on some other big statement and you'll still resent each other.
Just something to think about as you navigate the challenges of social interactions. The best to you.
Consider the journey:
2002: Bankruptcy.
2007: Satellite amplifier failures threatened its voice service.
2010–2013: A replacement constellation helped restore capacity.
2022: Apple's iPhone Emergency SOS gave Globalstar a major new purpose.
2024: Apple committed approximately $1.5 billion in investment and infrastructure funding.
Now: This acquisition by Amazon would bring Globalstar's satellite assets and spectrum into Amazon's competition with Starlink, while preserving satellite services for Apple devices.
Iridium has a museum: iridium museum.com
(disclaimer: my Dad worked there for years)
I half expect Amazon to keep making acquisitions to try and accelerate their satellite efforts. I don't think it's a net negative thing, there's so much more we can do.
I wondered who it was that Apple was using for that but never looked into it. Was it for any particular reason on Apple's part other than it probably saved them a bundle compared to going with literally anyone else? Or is there something else I'm missing? Just curious. I wish I could be a fly on the wall for some of these corporate events nobody thinks too much about.
Globalstar's original network was just CDMA over the bent pipe satellite link, their second-gen Duplex network (sold as Sat-Fi 2) was an attempt to go WCDMA, then Apple dangled a lot of cash at them to build out and drop the entire Sat-Fi 2 product, the entire WCDMA core, and go roll Apple's new toys out for them. I'm assuming C3 is going to be heavily LTE-based if it isn't already at this point.
(I had a Sat-Fi 2 device and it was an interesting and short-lived experience. I was also there for the weird interim 201x satellite failure era - I remember having to pull up the Optimal Satellite Availability Tool to go see exactly how many long ~2-10 minute windows I could make phone calls in with a GSP-1600.)
Garmin inReach users will be disappointed to hear that: “inReach devices use the Iridium satellite constellation, which forms a mesh with 100% globe coverage.”
https://en.wikipedia.org/wiki/Garmin_inReach
https://www.visitbentonville.com/blog/stories/post/the-new-w...
"The wait is finally over—the Walmart Museum is back and better than ever!"
"This video series is intended to be updated as time goes on, so go ahead and come back on your next visit to experience more messages!"
Why wasn't this the end?
case in point: the three largest airlines in the US have declared bankruptcy at some point: United, Delta, American
https://www.reuters.com/business/media-telecom/us-agency-app...
US agency approves Amazon Leo’s $11.5 billion acquisition of Globalstar By David Shepardson October 27, 2026
Here's the link:
https://www.reuters.com/business/media-telecom/amazon-signs-...
Edit: proper link to it https://www.reuters.com/business/media-telecom/us-agency-app...
Band n53 adds premium midrange spectrum to the premium performance of XCOM RAN. As midband spectrum, it provides a balance of speed and coverage for 5G with download speeds up to 250 Mbps and upload speeds up to 100 Mbps, wider coverage than millimeter-wave frequencies and greater efficiency than lower bands for better throughput. If you run the wireless networks that run the world, the combination of band n53 and XCOM RAN is a marriage made in heaven. Learn more in the Terrestrial Wireless section at www.globalstar.com.
Why is Amazon interested in Globalstar? The first thing that comes to my mind is like... Amazon's lowkey business model is "pick unsexy, logistics-heavy areas and just Do The Work better than others until a niche is carved out."
And from that POV I think the acquisition makes sense, but I'm not sure how this benefits the existing constellation of Amazon IP. Is it more like an attempt to have a relevant AWS-like play but for satcom because they see demand in that area growing a ton? Okay sure but is Globalstar really getting you that unlock?
Not a joke
2nd gen is 256 Kbps
The new direct-to-device network Amazon is getting their hands on is now approved and live on the air.
Just fyi, LEO is up to 2000km / 1200mi. But this is still double Starlink altitude. And multiple orders of magnitude less satellites.
Just something to think about as you navigate the challenges of social interactions. The best to you.
Now, how could a satellite service be useless? And what many people don't understand, is that if somebody that is using it (as thousands of people are) hears that, it might be hurtful. It comes down to calling somebody "dumb". And the statement doesn't invite anybody to come up with arguments. No, most people would walk away from a discussion. Avoid this person with his big ideas. This is how society is individualized and how we fail to understand each other.
I also believe that it comes from a good place, like actual "advice". I've been giving my little snarky comment to about 20 people. Most of them were open to it, changed their style a little and the workplace became some much more pleasant.
Just something to think about as you navigate the challenges of social interactions. The best to you.