Globalstar Advances 5G Ambitions Through Strategic Partnership and Infrastructure Upgrades

Satellite communications provider Globalstar is intensifying its push into the private 5G network sector. A newly announced collaboration and significant ground infrastructure enhancements are positioning the company to handle a forecasted surge in data traffic.

• Strategic Partnership: Boingo Wireless will deploy Globalstar's XCOM RAN technology to accelerate private 5G network deployment.
• Infrastructure Milestone: The company has completed a site expansion in South Korea, installing three new C-3 antennas at the Yeo Ju ground station.
• Investor Calendar: Fourth-quarter and full-year 2025 financial results are scheduled for release on March 4. A satellite launch mission with SpaceX is set for June 2026.

Boingo Wireless Partnership Targets High-Demand Venues

The collaboration with Boingo Wireless, confirmed two days ago, centers on integrating Globalstar's XCOM RAN platform. The primary objective is to speed up the rollout of dedicated 5G networks in data-intensive environments. Such locations include airports, stadiums, healthcare facilities, and military bases, which require secure, high-bandwidth connectivity.

Following technical trials, Boingo verified the system's reliability and adaptability. A crucial feature of the partnership involves incorporating the XCOM RAN technology into existing Distributed Antenna Systems (DAS). This method allows for a substantial increase in network capacity without sacrificing the benefits of current coverage. This move represents Globalstar's focused strategy on specialized infrastructure and the sale of wholesale capacity to large clients, aiming to diversify its revenue streams.

Ground Network Modernization Supports Future Growth

Alongside its 5G initiatives, Globalstar is upgrading its worldwide ground segment. The recently finalized expansion in South Korea is part of a broader plan to modernize its terrestrial network. The enhanced Yeo Ju facility is designed to support next-generation satellite services and improve signal reliability across the region.

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This infrastructure investment prepares the ground network for an anticipated rise in data traffic, driven by expanding commercial Internet of Things (IoT) applications and partnerships within the device sector.

Financial Results and Satellite Launch on the Horizon

Shareholders are looking ahead to two significant events in the first half of the year. The financial report on March 4 will provide key metrics for the final quarter and the complete 2025 fiscal year. Market observers will likely focus on revenue growth from wholesale services and subscriber trends in the IoT division.

The next phase of satellite constellation modernization is scheduled for June 2026. A SpaceX mission will launch additional third-generation satellites into orbit. These units, manufactured by MDA and Rocket Lab, are essential for fulfilling service commitments to major enterprise customers and expanding the network's capacity in low Earth orbit.