Amazon acquire BO

BLUE ORIGIN

What’s stoping Amazon & Jeff Bezos from acquiring BO? Essentially pulling a Rocket Lab. As we saw in RKLBs presentation today the main value of Iridium is spectrum. SpaceX has Echostar for their spectrum and Amazon has Globalstar for theirs. Wouldn’t it make sense for Amazon to vertically integrate themselves?

Now one thing that jumps out at me is that for Amazon LEO to work, they actually need to launch their satellites to space (which they are far behind schedule in doing so), and we know BO isn’t going to be launching much very soon. So Amazon, in the near term, is stuck with using SpaceX for launch. Would be weird for Amazon to own a launch company and use a competitors. That’s like Warren Buffet drinking Pepsi!

What do you guys think? In the future, maybe 5 years from now, could Amazon and BO merge?

Posted Jun 29, 2026, 11:36 PM UTC

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