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Amazon, Delta team up for in-flight Wi-Fi, challenging Musk's Starlink

AMZNDAL
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Amazon's Leo satellite internet unit signed a deal with Delta Air Lines to provide in-flight Wi‑Fi on 500 planes starting in 2028. This is Leo's second major airline partnership as Amazon accelerates satellite launches to compete with Elon Musk's Starlink, signaling commercial traction for the unit and potential revenue upside from large travel customers.

Analysis

Amazon's Leo satellite internet unit signed a deal with Delta Air Lines to provide in-flight Wi‑Fi on 500 planes starting in 2028. This is Leo's second major airline partnership as Amazon accelerates satellite launches to compete with Elon Musk's Starlink, signaling commercial traction for the unit and potential revenue upside from large travel customers.

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