Satellite land-grab, tower premiums, 6G money problems (Telco Diary)
Amazon Leo’s $11.5bn Globalstar deal intensifies the direct-to-device satellite race, while Bell Canada’s tower valuation highlights infrastructure’s appeal. But as 6G approaches, will telcos capture value from connectivity or leave it to others? Satellite land-grab, tower premiums, 6G money problems (Telco Diary) From the newsletter (October 28; sign-up or follow if you want it sooner): Amazon Leo’s $11.5bn Globalstar deal intensifies the direct-to-device satellite race, while Bell Canada’s tower valuation highlights infrastructure’s appeal. But as 6G approaches, will telcos capture value from connectivity or leave it to others? So, we have some familiar talking points today, based on new news and views. Let’s start with the satellite stuff. The FCC has approved Amazon Leo’s $11.5bn purchase of Globalstar, announced in April, based on a review by its space bureau of the proposed…