Telecommunication Services

Globalstar

Today’s Key News Recap

NVDA

ASML

GOOG

GOOGL

OpenAI

GSAT

AVGO

MSFT

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603020

DXYZ

09888

89888

HBUD

BIDU

MRVL

AMZN

600519

MSFL

Apr 15 | Dolphin Research Focus: 🐬 Macro/Industry. 1) Anthropic plans to roll out its next-gen flagship model Claude Opus 4.7 this week, alongside AI-powered design tools for website and presentation design, further strengthening its portfolio and use-case coverage.The move is aimed squarely at OpenAI and Google and will intensify competition among leading LLMs. For Anthropic, cracking inference efficiency and cost control would be pivotal...

NVIDIA

Alphabet - C

Alphabet

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Microsoft

Apple

Apple Group

Destiny Tech100

BIDU-SW

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Baidu HK SDR 10to1

Baidu

Marvell Tech

Amazon

Moutai

Taiwan Semiconductor

GraniteShares 2x Long MSFT Daily ETF

NVIDIA Corporation

Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News Recap

ORCL

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89618

HJDD

09988

89988

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BABA

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ORCL-D

KBAB

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AMZU

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Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.Oracle's cloud &amp; AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...

Oracle

JD-SW

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JD HK SDR 10to1

JD.com

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Alibaba HK SDR 5to1

Alibaba

Tesla

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Direxion Auspice Broad COM

Boeing

ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

GLOBALSTAR and SpaceX Collaborate on HIBLEO-4 Satellite Constellation Launch

Globalstar released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 70.06 M (forecast USD 70.56 M), actual EPS USD -0.16 (forecast USD -0.07)

Globalstar Reports Q1 2026 Earnings and Reaches Merger Agreement with Amazon

Q1 Operating Profit and Financial Indicators of Quanxing Star Announced

Amazon's Satellite Internet Project Amazon Leo Set to Launch Amid Challenges

FCC Rejects SpaceX Mobile Satellite Service Spectrum Application

Bezos and Musk's Space Race Intensifies, Amazon Announces Acquisition of a Rival

Amazon Acquires Globalstar, Snap Lays Off Staff

China Internet 50 Index Up, China Internet ETF Continues Net Inflows

Amazon to Acquire Globalstar's Low Earth Orbit Satellite Network for $11.57 Billion

Amazon plans to deploy next-generation satellite system starting 2028

Amazon to acquire GlobalStar to compete with Starlink

Globalstar's XCOM Launches Next-Generation Private 5G Solution

Globalstar Reports Record Revenue in 2025 and Plans Network Expansion for 2026

Amazon in talks to acquire Globalstar

Globalstar released FY2025 Q4 earnings on February 27 Pre-Market EST, actual revenue USD 71.96 M (forecast USD 70.64 M), actual EPS USD -0.1123 (forecast USD -0.035)

Globalstar released FY2025 earnings on February 27 Pre-Market (EST), actual revenue USD 272.99 M (forecast USD 271.79 M), actual EPS USD -0.1519 (forecast USD -0.045)

Globalstar to Release FY2025 Q4 Earnings on February 27, 2026 Pre-Market EST, Forecast Revenue USD 70.64 M, EPS USD -0.035

Globalstar Integrates Boingo Wireless' 5G Platform

Globalstar Inc. Experiences a Significant Surge in Option Trading

Freecast

Cuprina

U-BX Tech

HORIZON SPACE ACQUISITION II CORP COM USD0.0001 30/03/2026(SUB/RIGHTS)

Defiance Pure Space Dly 2X Strat ETF

VS MEDIA

Everbright Digital

Park Ha Biological Tech

Friedman Industries

Defiance Daily Target 2X Short ASTS ETF

ATEX

Anterix (NASDAQ:ATEX) reported strong Q4 2026 results, achieving $127 million in cash flow against an $80 million target and ending with $98 million in cash and no debt. The company highlighted strategic advancements in spectrum monetization, including four new utility customers and doubled interest in its Catalyx offering. Management expressed confidence in the increasing value of scarce licensed spectrum, citing market trends like Amazon's acquisition of Globalstar, and outlined plans to expand into non-utility markets and direct-to-device satellite capabilities.

- Anterix reported a strong fiscal year 2026, with cash flow exceeding expectations at $127 million, ending the year with $98 million in cash and no debt.  
- The company signed agreements with four new utility customers and is enhancing its spectrum monetization strategies, including a partnership with Lync Global to explore satellite capabilities.  
- Management expressed confidence in capturing value from the demand for licensed spectrum, emphasizing flexibility in meeting customer needs and strong market positioning.

benzinga_article

Anterix

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AT & T

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AT&T Pref Share TBB 5.35 11/01/2066

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Anterix Reports Q4 2026 Results: Full Earnings Call Transcript

Globalstar (GSAT) shares have surged 336% over the past year, trading at $82.64, just below the analyst target of $90. While one narrative suggests the stock is 8% undervalued based on spectrum monetization and future earnings, a price-to-sales ratio of 37.6x indicates a rich valuation compared to industry peers. Investors must weigh strong momentum against risks like heavy capital expenditure and potential dilution.

Simplywall

Rocket Lab

Assessing Whether Globalstar (GSAT) Still Looks Undervalued After Its Strong Recent Share Price Performance

SPCX

VSAT

ASTS

SIDU

Average revenue per user for SpaceX's Starlink satellite internet service is falling.

Space Exploration Tech

ViaSat

AST SpaceMobile

Sidus Space

SpaceX could soon be worth $2 trillion. This $66 metric is the one to watch

AAPX

Amazon is acquiring Apple's 20% stake in satellite provider Globalstar for approximately $11.57 billion, creating a new subsidiary, Grapefruit Acquisition Sub II, to manage the merger. This deal will enhance satellite connectivity for iPhone and Apple Watch users, leveraging Amazon's Leo satellite network. The acquisition is expected to close in 2027, pending regulatory approval.

Macrumors

T-Rex 2X Long Apple Daily Target ETF

Comm Servcies Select Sector SPDR

ISHRS S&P Glb Telco

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Amazon to Acquire Apple's Globalstar Stake in Satellite Deal

Globalstar has delayed its HIBLEO-4 satellite launch to allow for additional preparation, impacting its investment narrative focused on network resilience. The company also granted restricted stock awards to executives, emphasizing long-term operational execution. Analysts remain cautious about revenue and earnings projections, with concerns over heavy capital expenditures and regulatory challenges. The delay may affect confidence in Globalstar's ability to generate sustainable revenue growth amidst significant capital commitments.

How Globalstar's HIBLEO-4 Launch Delay and Equity Grants Will Impact Globalstar (GSAT) Investors

LUNR

RKLB

SATS

ROKT

ARKX

SpaceX-linked ETFs, including NASA, RONB, and XOVR, are experiencing a surge in investor interest, reminiscent of the frenzy around Nvidia. These funds have seen significant inflows, with NASA attracting $598 million and RONB $771 million in just one week. The trend highlights a shift towards SpaceX-focused investments, as these ETFs now dominate the market, with NASA's assets surpassing $1.42 billion. This reflects a growing demand for exposure to elite private companies like SpaceX, which may soon go public at a valuation over $2 trillion.

Intuitive Machines

Redwire

Planet Labs

Spire Global

SPDR S&P Kensho Final Frontiers ETF

Procure Space ETF

ISHRS Aero & Def

ARK Space Exploration & Innovation ETF

Tema Space Innovators ETF

Baron First Principles ETF

ERShares Private-Public Crossover ETF

ETF Investors Are Treating SpaceX Like The Next Nvidia

IRDM

SpaceX's potential IPO valuation exceeding $2 trillion is sparking debate, with Tema ETFs suggesting the company is more than just a rocket manufacturer. They argue that Starlink alone could justify much of this valuation, projecting significant revenue growth from its satellite broadband service. Tema believes SpaceX's advancements in launch economics and vertical integration position it uniquely in the evolving space economy, making it a pivotal player beyond traditional aerospace.

Iridium Comm

SpaceX's $2 Trillion Valuation May Be More About Starlink Than Rockets

SpaceX has filed its S-1 prospectus for an anticipated IPO, potentially valuing the company between $1.75 trillion and $2 trillion. Despite reporting $18.67 billion in sales last year, it faced a net loss of $4.9 billion. CEO Elon Musk holds 85.1% voting power and has performance incentives tied to ambitious growth targets. Starlink is a major revenue driver, contributing 69% of sales, while the company estimates a total addressable market of $28.5 trillion across various sectors, including AI and satellite services.

Motley Fool

SpaceX Finally Made It's S-1 Public. 3 Things Smart Investors Need to Know About the IPO

Bouygues CEO Olivier Roussat warns that Europe is overly reliant on U.S. infrastructure like Starlink, which poses a risk to the continent's connectivity. He emphasizes the need for European sovereignty in AI and satellite technology. Bouygues is pursuing a significant acquisition of SFR, which could reshape the telecom landscape in France, but faces regulatory scrutiny. Roussat believes fair competition can be established with the European Commission's support.

CNBC

'Europe doesn't realize how dangerous it is': Telecoms CEO warns of U.S. dominance in satellites, AI

Globalstar(GSAT.US)