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亞馬遜將收購行動衛星服務營運商Globalstar

-- 亞馬遜（AMZN）週二宣布，已同意收購行動衛星服務營運商Globalstar（GSAT）。這家電商巨頭的目標是在其Leo衛星網路中添加直接到設備的服務。 Globalstar的投資人可以選擇每股獲得90美元現金，或以每股90美元的估值上限獲得0.3210股亞馬遜股票。現金選項的總額不得超過Globalstar股份的40%。根據聯合聲明，如果Globalstar未能達到某些營運里程碑，總對價可能會下調至多1.1億美元。 根據FactSet數據顯示，截至週一，Globalstar的市值為93.7億美元。其股價盤中上漲9%，亞馬遜股價上漲2.8%。 亞馬遜設備與服務高級副總裁帕諾斯·帕奈表示：“通過將Globalstar久經考驗的專業技術和雄厚實力與亞馬遜以客戶為中心的理念和創新精神相結合，客戶可以在更多地方享受到更快、更可靠的服務。” 兩家公司表示，建成後，Amazon Leo將能夠透過其低地球軌道衛星網路提供D2D服務，並將蜂巢網路覆蓋範圍擴展到地面網路無法觸及的地區。該計畫旨在從2028年開始部署Amazon Leo自身的D2D衛星系統。 韋德布希證券分析師邁克爾·皮科洛在一份發給的電子郵件報告中指出：「（亞馬遜）通過收購一家運營良好的衛星運營商，有效地解決了其（美國聯邦通信委員會）的最後期限問題，同時還跨越式地進入了D2D連接市場，而SpaceX的星鏈（Starlink）一直瞄準的正是這一市場。」 SpaceX是一家由特斯拉（TSLA）執行長馬斯克擁有的私人公司。 該交易尚需獲得監管部門批准，預計於2027年完成。 Globalstar執行長保羅雅各布斯表示：“與亞馬遜Leo的合併將推動數位連接領域的創新，造福我們的客戶，並引領我們邁向一個更聰明、持續互聯的世界。” 亞馬遜表示，已同意為蘋果公司（AAPL）當前及未來的iPhone及其智慧手錶功能提供衛星連接。目前，Globalstar提供的衛星服務支援iPhone 14及更新機型以及Apple Watch Ultra 3。 蘋果公司全球產品行銷高級副總裁格雷格·喬斯維亞克表示：“蘋果和亞馬遜長期以來透過亞馬遜的核心基礎設施服務開展合作，我們期待與亞馬遜Leo在此基礎上深化合作。”

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

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