Apple kev koom tes nrog lub tuam txhab satellite Globalstar yog ib qho ntawm cov lus tshaj tawm ntawm cov thev naus laus zis loj heev uas xav tias yuav muaj iPhone 14 tso tawm lub lim tiam no.
Nyob rau hauv cov nqe lus ntawm deal, Globalstar Inc.
GSAT,
yuav muab cov ntawv nyeem cov kev pabcuam xwm txheej ceev rau cov thev naus laus zis loj. "Tam sim no koj lub iPhone tuaj yeem txuas koj nrog kev pab koj xav tau thaum koj tawm ntawm kab sib chaws," said Ashley Williams, tus thawj coj ntawm satellite qauv thiab simulation ntawm Apple Inc.
AAPL,
thaum lub sij hawm kev tshwm sim.
Cov xov xwm xa tawm ntawm Globalstar Inc. ntawm a caij qus, nrog rau cov khoom lag luam xaus rau hnub Thursday lub rooj sib tham poob 18.9%.
Saib tam sim no: Apple cov phiaj xwm satellite tsuas yog xa cov khoom lag luam no mus rau kev caij qus
Nyob rau hauv ib tug ua ntaub ntawv, Globalstar piav qhia tias nws yuav faib 85% ntawm nws lub peev xwm network tam sim no thiab yav tom ntej los txhawb Apple cov kev pabcuam.
Tab sis qhov kev pom zoo tuaj yeem sau xov xwm zoo rau lwm lub tuam txhab hauv qhov chaw satellite?
Iridium Kev Sib Txuas Inc.
IRDM,
yog qhov chaw zoo kom tau txais txiaj ntsig los ntawm qhov kev pom zoo, raws li BWS Financial. "Kev tshaj tawm ntawm Apple (AAPL) embedded satellite kev sib txuas lus rau hauv nws lub iPhone tshiab kawg qhib lub qhov rooj rau Iridium Communications (IRDM) kom tau txais txiaj ntsig los ntawm kev sib tw handset makers ua ib yam," sau BWS Financial analyst Hamed Khorsand, nyob rau hauv ib daim ntawv tshaj tawm hnub Thursday. "Cov xov xwm AAPL tsim txoj kev npaj ua lag luam uas cov chaw muab kev pabcuam yuav tsis raug hem los ntawm xov tooj hla lawv lub network."
Saib tam sim no: Apple khaws iPhone tus nqi tib yam, muab kev sib txuas dawb satellite rau 2 xyoos
Khorsand sau tseg tias Iridium twb tau tsim lub ntiaj teb qis orbit satellite network xa mus thiab ua lag luam. Iridium shares tau xaus rau hnub Thursday kev sib tham nce 0.6% thiab nce 4.3% ua ntej kev lag luam qhib hnub Friday.
Tus kws tshuaj ntsuam kuj tau taw qhia rau Iridium qhov tsis ntev los no tau tshaj tawm xov tooj smartphone pom zoo nrog tus khub tsis muaj npe. Daim ntawv cog lus txhim kho yuav ua rau Iridium cov thev naus laus zis hauv smartphones, raws li lub tuam txhab satellite, nyob rau lub Xya Hli ua ntaub ntawv. "Qhov kev pom zoo muaj nyob rau ntawm kev ua tiav ntawm kev txhim kho thev naus laus zis, nrog rau kev sib tham thiab ua tiav daim ntawv cog lus muab kev pabcuam, uas Lub Tuam Txhab xav kom ua tiav thaum kawg ntawm lub xyoo," nws hais, hauv daim ntawv thov. "Daim ntawv cog lus kev txhim kho kuj tseem muab rau cov nqi tsim kho, cov nqi vaj tse thiab cov nqi siv network kom them rau Iridium."
"IRDM twb tau muab tso rau hauv cov cuab yeej sib txuas lus ntawm tus kheej uas tau nrov nrov nyob rau ob peb xyoos dhau los," sau ntawv Khorsand. "Lub khw tab tom pib muaj kev hloov pauv," nws hais ntxiv.
Iridium Tshuag tau nce 6.83% xyoo no, piv nrog S&P 500 Index's
SPX,
poob ntawm 16%. Globalstar cov khoom lag luam tau nce 44% nyob rau tib lub sijhawm.
B. Riley Securities tus kws tshuaj ntsuam xyuas Mike Crawford tau muab Apple thiab Globalstar kudos ua ntej rau kev ua lag luam thiab muab cov nqi qis tshaj satellite. "Nws ib leeg hais txog kev lag luam tau txais txiaj ntsig tej zaum yuav tsim nyog rau Apple, txawm tias satellite broadband yuav tshwm sim nyob rau xyoo tom ntej," nws sau, hauv tsab ntawv tshaj tawm hnub Thursday. "Raws li rau GSAT, nws zoo li yuav ua rau muaj kev pheej hmoo tsawg heev ntawm kev lag luam, thiab peb tos ntsoov rau cov xov xwm zoo ntawm nws cov spectrum monetization pem hauv ntej lub hlis tom ntej thiab."
"GSAT tam sim no txav deb ntawm qhov txuas ntxiv purgatory ntawm kev ntxhov siab nyiaj txiag mus rau qhov zoo li lub sijhawm tshiab ntawm kev nce qib FCF zoo," sau Crawford. "GSAT yuav rov ua dua nws cov nuj nqis uas twb muaj lawm $ 257M ntawm cov nuj nqis thiab kev ruaj ntseg tsim cov nyiaj txiag, raws li tau xav hauv 4Q22."
Saib tam sim no: Apple CEO Tim Cook yuav tsis nce tus nqi iPhone 14. Nws yuav tsum xub nrog tus neeg sib tw hnyav - thiab nws tsis yog Samsung
Apple tau pom zoo them 95% ntawm cov nyiaj tau txais kev pom zoo Globalstar ua rau muaj kev sib txuas nrog cov satellites tshiab, Globalstar tau tshaj tawm, hauv ib qho ua ntaub ntawv lub lim tiam no. Yuav muaj tsawg kawg 24 satellites nyob rau hauv orbit thiab siv tau rau cov kev pab cuam, raws li lub tuam txhab satellite.
Lub hli tas los T-Mobile US Inc.
TUS,
thiab SpaceX tshaj tawm kev sib koom tes uas lub hom phiaj txuas rau feem coob ntawm cov xov tooj smartphones uas twb muaj lawm ntawm T-Mobile lub network rau SpaceX satellites. Txawm hais tias muaj cov muaj zog LTE thiab 5G wireless networks, ntau tshaj li ib nrab lab square mais ntawm Teb Chaws Asmeskas thiab cov dej hiav txwv loj heev tsis tau kov los ntawm cov xov tooj ntawm tes los ntawm ib tus neeg muab kev pabcuam, cov tuam txhab tau hais hauv nqe lus. Txhawm rau daws qhov teeb meem no, cov tuam txhab yuav tsim lub network tshiab, tshaj tawm los ntawm Starlink's satellites siv T-Mobile's mid-band spectrum thoob tebchaws.
Tau qhov twg los: https://www.marketwatch.com/story/apples-satellite-deal-with-globalstar-could-spell-good-news-for-this-company-11662730345?siteid=yhoof2&yptr=yahoo