Amazon Could Buy Viasat As AST SpaceMobile Tries Rival Bid, Satellite Consultant Says: Musk-Bezos ‘Cage Fight’ Looms

• Farrar said AST’s rival effort would require substantial telecom backing and face opposition from Viasat management.

• An Amazon takeover could end Equatys as a satellite project, according to Farrar.

• FCC approval of Amazon’s $11.5 billion Globalstar deal advances its D2D ambitions, adding competitive pressure on AST.

Amazon (AMZN) could soon acquire Viasat (VSAT), while AST SpaceMobile (ASTS) has tried to assemble a rival bid, satellite consultant Tim Farrar said, outlining a potential takeover battle as Amazon and SpaceX compete for satellite dominance.

Why Viasat Could Fit Amazon’s Space Ambitions

Farrar pointed to growing expectations of an Amazon-Viasat deal in his recent note, “Prepare for the Musk vs Bezos cage fight,” following the Satellite Innovation conference in California.

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