Globalstar Shares Jump 20% on Amazon $9 B Buyout Talks

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Shares jumped over 20% in late trading after reports that Amazon is in talks to acquire Globalstar for about $9 billion. The deal would expand Amazon’s LEO satellite infrastructure, complementing its 200+ current satellites and Globalstar’s 800,000 mobile subscribers.

1. Market Reaction

Shares of Globalstar surged more than 20% in late trading on news of potential acquisition talks with Amazon, reflecting investor optimism around the transaction’s strategic value.

2. Strategic Rationale

Amazon has deployed over 200 low-orbit satellites as part of its LEO internet initiative and plans to operate more than 7,700 satellites, and acquiring Globalstar would immediately add its 800,000 mobile subscribers and existing infrastructure.

3. Deal Negotiations

Negotiations involve complexities around network integration and deal structure as Amazon seeks to bolster its satellite broadband offering against other LEO providers.

4. Stakeholder Implications

Apple holds a 20% stake in Globalstar after a 2024 $1.5 billion investment to support infrastructure, positioning it as a key stakeholder in any potential buyout outcome.

Sources

FF