Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing: The Divergent Realities Satellite Broadband
December 1, 2025: The satellite market is Starlink’s to lose. Amazon with its LEO service is in a challenger position. Although AST Space Mobile is playing in the D2C market, as of today it lacks the double threat of home internet capability that Starlink and Amazon bring to the table. Starlink and Amazon have also won over 20% of all Bead program locations.