A filing number, five shells and a 2028 start
On 24 July Amazon lodged application SAT-LOA-20260601-00224 with the US Federal Communications Commission. The document asks for authority to deploy up to 5,105 low Earth orbit satellites in a system Amazon calls Leo Direct-to-Device, built to reach compatible smartphones and wearables without any dish, terminal or intermediate hardware. Deployment would begin in 2028.
The engineering detail in the filing is unusually specific for a system this far out. The constellation is arranged in five shells: 580 kilometres at 55.7 degrees inclination, 560 kilometres at 58.2 degrees, 510 kilometres at 56.3 degrees, 570 kilometres at 73 degrees, and 540 kilometres at 84 degrees, the last of these close enough to polar to cover the far north. Individual satellites are rated for a service life of six to eight years. Links to the handset use L-band and S-band; Ka-band and V-band carry the traffic down to ground stations.
Amazon is not starting from nothing. More than 390 satellites of its broadband Leo constellation are already in orbit, and the company has named Vodafone, DirecTV, Herotel in South Africa and Australia's National Broadband Network as partners. The service described in the filing covers messaging, voice, mobile data, emergency communications, in-vehicle connectivity and machine-to-machine traffic, with supported iPhone and Apple Watch models cited among target devices.
The airwaves belong to somebody else until 2027
Read the filing next to the spectrum it assumes and the timeline changes character. Amazon is not asking the regulator for a new allocation. It intends to operate at 1.6 and 2.4 gigahertz inside the United States, and 1.5 and 1.6 gigahertz elsewhere, and those are Globalstar's licences. Amazon is buying Globalstar in a transaction valued at roughly 11 billion dollars, or about 10 billion euros, and that purchase is expected to close in 2027.
This is the part that reorders the risk. A satellite programme normally slips because rockets are scarce, manufacturing is slow or a regulator asks hard questions about orbital debris. Here the binding constraint sits earlier in the chain and in a different building: an antitrust and licence-transfer review of a large acquisition. If that review runs long, or attaches conditions, the constellation does not simply launch on schedule into spectrum it can use. The FCC's April 2026 order on direct-to-device access already refused competing requests for spectrum, which is precisely why buying an incumbent licence holder was the faster route than asking for a fresh grant.
The competitive field reinforces the point rather than softening it. Rocket Lab paid 8 billion dollars for Iridium; SpaceX runs Direct to Cell on partner carrier spectrum today. What separates these programmes is not who can build satellites but who already holds, or has bought, mobile satellite spectrum that regulators will let them point at consumer handsets. The hardware is becoming the commodity. The licence is the asset.
What belongs in the continuity plan this quarter
The practical error available to an operator right now is to treat 2028 as a coverage date. It is a deployment start date for a constellation of up to 5,105 satellites whose spectrum foundation is still subject to a pending transaction. Five shells do not populate in a year. A realistic planning assumption for usable, contract-backed direct-to-device service in Europe is the early 2030s, and any redundancy you were going to decommission on the strength of a 2028 headline should stay where it is.
The second and more immediate consequence concerns procurement rather than timing. Direct-to-device is not sold to businesses as a standalone satellite service. It arrives through the mobile network operator, which is why the named partner list matters more than the satellite count. For a European operator that means the eventual commercial terms are set inside a Vodafone contract or its equivalent, negotiated by a carrier, and presented to you as an option on an existing bill. The moment to influence that is when the framework agreement is renewed, not when the service launches.
There is a narrower group for whom the filing changes the arithmetic sooner. If you run field operations, logistics fleets, offshore or remote sites, or distributed sensors in places where terrestrial coverage is genuinely absent, the relevant question is what you are paying today for specialist satellite messaging hardware on a replacement cycle that will run past 2028. Kit bought now on a five-year depreciation schedule will still be on the books when a handset-native alternative reaches the market. That is a specification decision to make deliberately, not a purchase to defer.
Read next: The Exit Window Is 31 Days, Not Six Months | Amazon Leo Crosses 375 Satellites in Orbit



