Nice article here which hits at the iPhone 14 issue even in the US. Real need users switch from globestar to iridium even from current Spot devices because it’s not reliable. Given the tiny size of beam as a company and massive opportunity in corporate H&S etc I’m not bothered in the slightest.
that doesn’t mean apple can’t fund $10bn of new globestar satellites but they are years away from that.
Ann: Record FY2022 Revenue with Growth to Accelerate in FY2023, page-58
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