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    Home»News»Stocks»Amazon (AMZN) Strikes Delta Partnership for Leo Satellite Internet in Challenge to Starlink
    Stocks

    Amazon (AMZN) Strikes Delta Partnership for Leo Satellite Internet in Challenge to Starlink

    Oli DaleBy Oli DaleMarch 31, 2026No Comments3 Mins Read
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    Key Highlights

    • Delta Air Lines will equip 500 aircraft with Amazon’s Leo satellite connectivity beginning in 2028
    • The partnership marks Amazon’s second major airline contract following JetBlue’s 2027 deployment
    • Leo’s network delivers download speeds reaching 1 Gbps with uploads at 400 Mbps
    • Amazon has deployed 214 satellites from April 2025 onward with over 20 launches scheduled this year
    • SpaceX’s Starlink maintains a commanding lead with more than 10,000 satellites operational since 2019

    On Tuesday, Amazon unveiled a partnership with Delta Air Lines to install its Leo satellite-based internet service across 500 aircraft, with initial rollout targeted for 2028. The service will first become available on domestic flights within the continental United States.

    Amazon $AMZN just secured won in the satellite internet wars, landing Delta $DAL as a marquee customer.

    ​Starting in 2028, Delta will roll out Amazon's low-Earth orbit (LEO) satellite Wi-Fi across an initial 500 narrow-body aircraft.

    Breakdown:
    ​Upgrade: Delta expects… pic.twitter.com/KJQeEyuA7i

    — Karol Kozicki (@k2__investment) March 31, 2026

    Leo represents Amazon’s Low Earth Orbit satellite constellation. These satellites operate at an altitude of 370 miles above Earth’s surface—approximately 50 times nearer than traditional geostationary satellites. This proximity significantly decreases latency and enhances overall connection performance.

    The specialized terminals installed aboard Delta’s aircraft will deliver download capabilities reaching 1 gigabit per second, while upload speeds will hit 400 megabits per second. These speeds enable seamless video conferencing and streaming from platforms like Netflix while airborne.

    Andy Jassy, Amazon’s CEO, highlighted the partnership’s significance for demonstrating Leo’s scalability. “It’s going to change what’s possible while traveling,” he noted in an official statement.

    Delta presently utilizes satellite services from Viasat and Hughes throughout its approximate 1,200-aircraft fleet, serving passengers enrolled in its SkyMiles program. Approximately 163 million members have accessed this connectivity to date.


    AMZN Stock Card
    Amazon.com, Inc., AMZN

    Ranjan Goswami, Delta’s chief marketing officer, explained that the airline selected Leo partially due to its established partnership with Amazon Web Services, the tech giant’s cloud infrastructure arm. Neither company revealed the financial details of the arrangement.

    This agreement represents Amazon’s second collaboration with a major carrier. Previously, the company finalized a contract with JetBlue to integrate Leo service into one-quarter of that airline’s fleet beginning in 2027.

    Amazon Accelerates Satellite Deployment Timeline

    Amazon has successfully launched 214 satellites starting from April 2025, with plans for more than 20 additional launches throughout the coming 12 months. The corporation confirms it has doubled its deployment velocity.

    Chris Weber, Amazon’s vice president overseeing the project, indicated that commercial service availability is “months away.” Initial coverage will start in limited geographic areas before expanding as additional satellites reach orbit.

    Amazon has secured approximately 100 launch contracts with providers including Blue Origin, United Launch Alliance, and even competitor SpaceX’s Falcon 9 rocket system. These agreements collectively represent billions of dollars in commitments.

    In January, Amazon petitioned the FCC for a two-year extension beyond the original July 2026 deadline requiring deployment of half its planned 3,200-satellite constellation. FCC Chairman Brendan Carr publicly questioned Amazon’s deployment timeline.

    Starlink Maintains Commanding Market Position

    SpaceX’s Starlink network has deployed more than 10,000 satellites since launching operations in 2019, establishing itself as the planet’s largest satellite communications operator. SpaceX’s proprietary Falcon 9 launch vehicles provide substantial cost efficiency and deployment speed advantages.

    Starlink has secured airline partnerships with carriers including Southwest and United Airlines, among various others. Southwest publicly announced its Starlink integration just last month.

    Amazon reports investing at least $10 billion in Leo’s development to provide service to both consumer and enterprise customers worldwide. Weber emphasized the company is doing “everything in our control” to meet constellation deployment targets on schedule.

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