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AST SpaceMobile signed definitive commercial agreements with Verizon and STC Group for 2025, joining existing deals with AT&T and Vodafone.
AT&T supports the presence of multiple satellite constellations rather than a single constellation in orbit.
AT&T views satellite connectivity as part of its future portfolio alongside 5G.
AT&T plans to integrate satellite connectivity into FirstNet, the nationwide public safety network for first responders.
AT&T has indicated a broader commercial rollout of its direct-to-device satellite service later in 2026 contingent on performance metrics, network integration testing, and satellite availability.
AT&T plans to launch a beta test of direct-to-device satellite service in partnership with AST SpaceMobile in the first half of 2026.
AST SpaceMobile has strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell, and stc Group.
AST SpaceMobile is building a constellation intended to provide intermittent nationwide service in the United States with support from AT&T and Verizon.
Recent commercial customers or partners for Amazon Leo include AT&T, Crane Worldwide Logistics, Hunt Energy, and Connected Farms.
Walter Berger held senior executive roles at AppDynamics, SoftLayer, and Leap Wireless, with AppDynamics acquired by Cisco, SoftLayer acquired by IBM, and Leap Wireless acquired by AT&T.
The AT&T–Amazon deal integrates AWS cloud services into AT&T’s network, including migrating major AT&T workloads to AWS hybrid cloud platforms.
Shares of Globalstar fell 8% following the AT&T–Amazon announcement.
Amazon Leo is the rebranded commercial wing of Project Kuiper and will serve as a primary satellite layer for AT&T’s business and public safety customers.
Amazon Leo and AT&T will share more details about their collaboration at the Mobile World Congress technology conference in early March.
AT&T will use Amazon Leo’s connectivity services to serve customers in broader areas.
AT&T will use Amazon Leo to deliver fixed broadband services to business customers.
Amazon Leo agreed to supply internet connectivity services to AT&T.
The AT&T–Amazon partnership focuses on fixed broadband and backhaul via Amazon’s satellite layer rather than relying solely on AST SpaceMobile.
The AT&T–Amazon partnership will connect AWS data centers via high-capacity AT&T fiber as part of a combined cloud-and-connectivity architecture.
The AT&T–Amazon agreement secures a large, guaranteed revenue base for Amazon’s Leo constellation as it deploys its satellite array.