Amazon Just Spent $12 Billion on a Satellite Company — Heres the Real Reason Why [dNohhh1TzLh]
Amazon just agreed to acquire Globalstar for $11–12 billion. The company has $273 million in annual revenue. So why is the world's largest e-commerce business buying a small satellite constellation? CSI breaks down the full picture — the strategic logic behind Amazon Leo, why Globalstar's Apple relationship made it the right acquisition target, and how this move accelerates Amazon's assault on SpaceX's Starlink. Then they reveal the small-cap satellite stock sitting directly in the supply chain that some investors may not be aware of. 📌 What we cover: — Why Amazon paid $12B for a company doing $273M in revenue — Globalstar's existing relationships: Apple emergency SOS, IoT services, and wireless spectrum — Amazon Leo (formerly Project Kuiper): specs, launch timeline, and early enterprise customers — The Amazon flywheel: how satellite internet feeds AWS, Prime, and e-commerce — Amazon Leo vs. Starlink — can Amazon actually compete with SpaceX? — MDA Space (MDA): the Canadian satellite manufacturer building Globalstar's next-gen constellation — and why the Amazon deal just gave them a major visibility boost — MDA's $4B Canadian backlog, revenue growth, and reverse DCF valuation at ~$33/share — Blue Origin's likely role in launch services as Amazon consolidates the supply chain 🔔 Subscribe to the channel: 📩 Free weekly newsletter → 💬 Join the Semi Insider community → 📊 Get 15% off Fiscal.ai: 🎧: If you found this video useful, please make sure to like and subscribe! Chapters: 00:00 Amazon acquires Globalstar: $12B for $273M in revenue — why? 02:30 Who is Globalstar? Apple SOS, IoT, and the satellite constellation 03:30 Why Amazon needed Globalstar — spectrum, customers, and a head start 04:30 Amazon Leo: the Starlink competitor explained 05:30 Andy Jassy's shareholder letter — the flywheel behind Amazon Leo 06:30 Early enterprise customers: Delta, AT&T, Vodafone, and more 07:15 Deal structure: $11–12B, 40% cash, 60% stock — what Amazon shareholders feel 08:30 MDA Space: the satellite builder in the supply chain 10:00 MDA financials: revenue growth, $4B backlog, customer concentration 12:30 MDA Space reverse DCF valuation — is $33/share fair value? 14:30 Blue Origin, SpaceX, and the launch services picture 15:30 Wrap-up: what we're watching and where to learn more ******************************************************* Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nick and Kasey own shares of Amazon #Amazon #Globalstar #AmazonLeo #MDASpace #SpaceStocks #SatelliteInternet #Starlink #ChipStockInvestor #TechStocks #AIInvesting