Satellite consultant Tim Farrar said Amazon could soon announce an acquisition of Viasat, mainly for its international spectrum and to combine Viasat's Ka-band GEO business with Amazon Leo, strengthening Amazon's position in government and aviation. AST SpaceMobile has reportedly tried to assemble a rival bid, but it would need significant telco support and would likely face opposition from Viasat management, and Farrar did not disclose a deal value. The speculation follows FCC approval of Amazon's $11.5 billion Globalstar acquisition, expected to close in 2027, which gives Amazon 25 megahertz of mobile-satellite spectrum. Farrar also flagged risks in AST's tense relationship with Ligado and suggested SpaceX could pursue a stock-based deal for EchoStar's remaining business. Year to date, AMZN shares are up 10%, ASTS has fallen 42%, and VSAT has surged 127%.
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Keywords
Amazonmergers and acquisitionstelecommunicationsSpaceXElon Musk
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/28/2026 | 254.65 |
| Change that session | +0.61% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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