Apple Investors Face New Risk as Amazon Eyes Takeover of iPhone’s Satellite Partner

Amazon.com (NASDAQ: AMZN) is reportedly successful talks to get Globalstar (NASDAQ: GSAT), Apple's outer connectivity partner, successful a woody valued astatine astir $9 billion. For Apple (NASDAQ: AAPL) investors, the implications merit a adjacent look.

Apple uses Globalstar for Emergency SOS via Satellite and outer messaging features crossed its iPhone lineup. The concern is deep: Apple holds a 20% involvement successful Globalstar and has allocated 85% of its web capacity. Globalstar's wholesale capableness services segment, which represents the Apple partnership, generated $46.29 cardinal successful Q1 FY2026, up 28% year-over-year. That gross enactment is the fiscal spine of Globalstar's concern model.

Apple's Q1 FY2026 results underscore wherefore protecting its outer infrastructure matters. iPhone gross deed a grounds $85.27 billion, up 23.3% year-over-year, and Tim Cook noted "iPhone had its best-ever 4th driven by unprecedented demand." Satellite connectivity has go a meaningful differentiator for the iPhone, and immoderate disruption to that infrastructure carries merchandise risk.

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For Amazon, acquiring Globalstar would manus it Apple's outer backbone, globally harmonized spectrum assets, and existing LEO infrastructure astatine a infinitesimal erstwhile Amazon is aggressively scaling its ain Project Kuiper program. CEO Andy Jassy has committed to astir $200 cardinal successful superior expenditures crossed Amazon successful 2026, with outer infrastructure cited arsenic a circumstantial concern area. Amazon's Project Kuiper has deployed 150+ satellites and demonstrated 1+ Gbps downlink speeds, and Globalstar's spectrum would accelerate that buildout considerably.

Globalstar shares person responded sharply. The banal is up 260.4% implicit the past twelvemonth and has gained 21.0% successful the past month, trading astatine $75 arsenic of April 2.