• Amazon's LEO satellite program Leo will partner with mobile network operators to extend direct-to-device connectivity globally, with satellite deployment beginning in 2028.
  • The initiative follows Amazon's planned acquisition of Globalstar, adding spectrum and LEO assets to bolster its direct-to-device offerings.
  • The move intensifies competition with satellite broadband providers like Starlink and signals a strategic pivot into telecom infrastructure.

Amazon's ambitious Leo satellite program is set to revolutionize mobile connectivity by partnering with mobile network operators (MNOs) worldwide, according to people familiar with the matter. The company plans to begin satellite deployment in 2028, aiming to deliver direct-to-device (D2D) services that enable smartphones and wearables to connect via satellite without requiring specialized hardware.

The expansion comes on the heels of Amazon's definitive agreement to acquire Globalstar, a deal that brings additional low-Earth orbit assets and valuable spectrum to the Leo constellation. Globalstar's existing infrastructure and spectrum rights are expected to accelerate Amazon's ability to offer seamless satellite-based coverage, particularly in remote and underserved regions where terrestrial networks are limited.

“This is about creating a ubiquitous connectivity layer that works with existing devices,” said a person close to the matter, speaking on condition of anonymity because the discussions are private. Amazon declined to comment on specific partnership details but confirmed its commitment to expanding Leo's capabilities beyond broadband internet to include mobile services.

The Leo program positions Amazon as a direct competitor to SpaceX's Starlink, which has been rapidly deploying its own direct-to-cell capabilities. By partnering with MNOs, Amazon aims to embed satellite backhaul and coverage into existing carrier networks, potentially enabling emergency services via satellite and reducing roaming costs in dead zones. Apple has also been reported as a partner for satellite services, signaling device-level integration.

Industry analysts view this as a strategic pivot for Amazon to diversify into connectivity infrastructure. “Amazon is betting that integrated satellite-mobile coverage will become a critical differentiator for its cloud and e-commerce ecosystems,” said a telecom analyst who asked not to be named. “But scaling this globally requires navigating complex regulatory approvals and spectrum coordination.”

The timeline to 2028 reflects the challenges ahead, including manufacturing the satellite fleet, securing spectrum across multiple jurisdictions, and integrating Globalstar's operations. Regulatory hurdles include compliance with national security rules and cross-border licensing for satellite-based mobile services. Without a smooth rollout, the company risks falling behind rivals who are already testing limited D2D services.

[Correction: An earlier version of this article incorrectly stated that deployment would begin in 2027. The correct timeline is 2028.]

Amazon's move underscores a broader trend of tech platforms converging with telecom operators to bridge the digital divide. While the promise of ubiquitous connectivity is enticing, concerns about data privacy and market dominance remain. For now, all eyes are on the partnerships that will determine whether Leo's sky-high ambitions become reality.