AMZNThe satellite side quest
Amazon already has enough on its plate — cloud, ads, logistics, AI, and the occasional antitrust migraine. Now add EU mobile satellite spectrum to the list. The European Commission says Amazon can bid for the airwaves, which opens the door to a bigger role in satellite connectivity.
Why anyone with AMZN on their watchlist should care
This isn’t a revenue line item tomorrow. It’s more like a chess move. If Amazon wants to play harder in connectivity, access to spectrum is the kind of thing that can turn a moonshot into an actual business plan. Think of it as buying a seat at the grown-ups' table before the buffet gets raided.
The competition angle
Starlink is in the mix too, which means Amazon isn’t wandering into an empty parking lot. It’s entering a space race with real strategic stakes:
- more control over future communications infrastructure
- a potential boost to Amazon’s broader satellite ambitions
- another reminder that the company likes optionality the way some people like espresso
Big picture: this is the sort of headline that won’t move AWS margins tomorrow, but it does show Amazon is still hunting for the next big platform, even if that platform is orbiting above Europe.