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Amazon Leo to Whittle Away at SpaceX's B2B Market Share: Analysys Mason

Expect Amazon Leo to speed up the price war in the business-to-business satellite broadband market in 2026, Analysys Mason wrote Friday. It said that while Starlink focused on consumers to build market dominance, Leo will focus on a strategy that…

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uses Amazon's strengths of cloud integration and existing enterprise relationships. Starlink will keep its near-monopoly in consumer business in 2026, Analysys Mason predicted, but its enterprise market share advantage will shrink as Leo uses Amazon's existing customer base. The consulting firm added that India is now a possible market for Starlink, but the SpaceX service's comparatively high price will make it unappealing to much of the public.