Apple and Amazon Leo: A Satellite Deal for iPhone

TL;DR: On April 14, 2026, Amazon acquired Globalstar for $11.57 billion and signed a deal with Apple to make Amazon Leo the satellite network powering iPhone and Apple Watch. Current features — Emergency SOS, Messages, Find My — continue without interruption. Coming to iPhone 18: satellite Maps, photos via satellite, satellite 5G on Pro models, and a developer API.

Satellite connectivity on iPhone is no longer just for emergencies. With this deal, Apple is turning it into infrastructure.

The Deal: Amazon Buys Globalstar

On April 14, 2026, Amazon announced the acquisition of Globalstar for $11.57 billion. It doesn't look like news about the iPhone — but it concerns it directly.

Globalstar is the company that has supplied Apple with satellite connectivity for iPhone since 2022. Emergency SOS via satellite, Messages via satellite, Find My, Roadside Assistance: all these features run on the Globalstar network. Apple already owns about 20% of Globalstar.

With this acquisition, Amazon isn't just buying satellites. It's buying the contract with Apple.

Amazon Leo: Apple's New Partner

Amazon Leo is Amazon's LEO (Low Earth Orbit) satellite constellation. It's formed by combining two networks:

  • The Globalstar satellites acquired in the $11.57 billion deal
  • The Project Kuiper satellites Amazon is launching into orbit

Together they form one of the largest LEO constellations in the world, designed to offer direct-to-device (D2D) connectivity even in areas without cellular coverage.

Starting in 2028, Amazon Leo will begin deploying its own next-generation D2D network, with voice, data, and messaging capabilities more advanced than what's currently possible with Globalstar.

What Changes for iPhone Users Today

In the immediate term: nothing changes. Existing satellite features continue to work on the Globalstar network, which Amazon inherited with the acquisition. No service interruption, no update required.

Satellite features currently available on iPhone 14 and later:

  • Emergency SOS via satellite — emergency calls without cellular coverage
  • Messages via satellite — iMessage and SMS over satellite
  • Find My via satellite — device location without a network
  • Roadside Assistance via satellite — roadside help in areas without coverage

What's Coming to iPhone 18

The deal with Amazon Leo opens the door to much more ambitious features, expected with iPhone 18 in September 2026:

Apple Maps via Satellite

GPS navigation even with zero cellular coverage. Useful in the mountains, rural areas, and remote environments where offline maps aren't enough.

Photos in Satellite Messages

Sending images via satellite, not just text. A current technical limitation that Amazon Leo's greater bandwidth will make it possible to overcome.

5G via Satellite

Satellite 5G connectivity, expected exclusively on the iPhone 18 Pro and Pro Max models. A qualitative leap that takes satellite connectivity from an "emergency feature" to a genuine backup connection.

Satellite API for Third-Party Apps

Apple is reportedly preparing an API that opens satellite connectivity up to developers. Navigation, safety, emergency communication, and outdoor tracking apps will be able to integrate satellite natively — without requiring additional hardware.

Connecting Without Pointing at the Sky

A currently underrated usability improvement: today's satellite features require pointing the iPhone at the open sky. Amazon Leo's new LEO satellites will enable more automatic connections, without needing to reposition.

Why Apple Chose Amazon Over Starlink

Apple had already considered — and rejected — a partnership with SpaceX's Starlink in previous years. The choice of Amazon Leo isn't a coincidence.

There are mainly two reasons:

  1. Partner neutrality: Amazon is a technology supplier. Elon Musk is also CEO of X (a competitor for App Store user attention) and a politically divisive figure. Apple manages its partnerships carefully.

  2. Operational continuity: Amazon bought Globalstar, which Apple was already using. This isn't a change of partner — it's a change of ownership of the existing partner, with a technology upgrade included.

The Competitive Landscape

The Apple-Amazon Leo alliance redraws the consumer satellite connectivity market:

AllianceSatellite NetworkDevices
Apple + Amazon LeoGlobalstar + Kuiper LEOiPhone, Apple Watch
T-Mobile + StarlinkSpaceX StarlinkAndroid, some iOS
Google PixelSeparate Globalstar dealPixel 9+

T-Mobile and Starlink offer satellite SMS on Android (and some iPhones via carrier). Amazon Leo with Apple is aiming for much deeper integration: not just messaging, but Maps, photos, 5G, and a developer API.

Conclusion

The Amazon-Globalstar-Apple deal isn't just a financial move. It's the construction of infrastructure that turns satellite from an emergency feature into a permanent connectivity layer for iPhone. When iPhone 18 arrives with satellite 5G and APIs open to developers, connectivity without coverage will stop being an exception and become a guarantee.


Sources: About Amazon · MacRumors · 9to5Mac · Bloomberg · GeekWire

← All articles