Amazon to Buy Globalstar for $11.57B with Cash or Stock Options

GSATGSAT

Amazon will acquire Globalstar for $11.57 billion, offering shareholders $90 cash or 0.3210 Amazon shares with elections capped at 40% of outstanding stock and a $110 million reduction if milestones aren’t met. Approved by holders of 58% voting power, the deal is expected to close in 2027 pending approvals.

1. Deal Terms

Amazon will acquire Globalstar for $11.57 billion, offering $90 per share or 0.3210 Amazon shares. Cash elections are capped at 40% of outstanding stock and the total consideration may be reduced by up to $110 million if specific operational milestones are not met.

2. Shareholder Approval

Globalstar stockholders representing 58% of voting power have provided written consent for the transaction. The acquisition remains subject to customary regulatory approvals, with both companies targeting completion in 2027.

3. Strategic Rationale

The deal transfers Globalstar’s satellite network and ground infrastructure to Amazon Leo, enhancing direct-to-device connectivity and ensuring continuity of satellite services for iPhone and Apple Watch users. Amazon plans to integrate these assets into its broader satellite strategy ahead of its own Leo constellation rollout in 2028.

Sources

FFFFQ
+1 more