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亚马逊将收购移动卫星服务运营商Globalstar

-- 亚马逊（AMZN）周二宣布，已同意收购移动卫星服务运营商Globalstar（GSAT）。这家电商巨头的目标是在其Leo卫星网络中添加直接到设备的服务。 Globalstar的投资者可以选择每股获得90美元现金，或者以每股90美元的估值上限获得0.3210股亚马逊股票。现金选项的总额不得超过Globalstar股份的40%。根据联合声明，如果Globalstar未能达到某些运营里程碑，总对价可能会下调至多1.1亿美元。 据FactSet数据显示，截至周一，Globalstar的市值为93.7亿美元。其股价盘中上涨9%，而亚马逊股价上涨2.8%。 亚马逊设备与服务高级副总裁帕诺斯·帕奈表示：“通过将Globalstar久经考验的专业技术和雄厚实力与亚马逊以客户为中心的理念和创新精神相结合，客户可以在更多地方享受到更快、更可靠的服务。” 两家公司表示，建成后，Amazon Leo将能够通过其低地球轨道卫星网络提供D2D服务，并将蜂窝网络覆盖范围扩展到地面网络无法触及的地区。该计划旨在从2028年开始部署Amazon Leo自身的D2D卫星系统。 韦德布什证券分析师迈克尔·皮科洛在一份发给的电子邮件报告中指出：“（亚马逊）通过收购一家运营良好的卫星运营商，有效地解决了其（美国联邦通信委员会）的最后期限问题，同时还跨越式地进入了D2D连接市场，而SpaceX的星链（Starlink）一直瞄准的正是这一市场。” SpaceX是一家由特斯拉（TSLA）首席执行官埃隆·马斯克拥有的私营公司。 该交易尚需获得监管部门批准，预计将于2027年完成。 Globalstar首席执行官保罗·雅各布斯表示：“与亚马逊Leo的合并将推动数字连接领域的创新，造福我们的客户，并引领我们迈向一个更加智能、持续互联的世界。” 亚马逊表示，已同意为苹果公司（AAPL）当前及未来的iPhone及其智能手表功能提供卫星连接。目前，Globalstar提供的卫星服务支持iPhone 14及更新机型以及Apple Watch Ultra 3。 苹果公司全球产品营销高级副总裁格雷格·乔斯维亚克表示：“苹果和亚马逊长期以来通过亚马逊的核心基础设施服务开展合作，我们期待与亚马逊Leo在此基础上深化合作。”

Price: $246.78, Change: $+6.89, Percent Change: +2.87%

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