While the companies confirmed the partnership, they did not disclose financial terms or a definitive timeline for when AT&T will begin offering Amazon Leo connectivity to its business customers. AT&T also declined to provide further details when asked about the expected rollout date.
The collaboration comes as AT&T continues to prioritize fiber expansion as its primary long-term strategy. The company is currently working toward a goal of delivering fiber service to 60 million homes and businesses by the end of 2030, with satellite and fixed wireless access (FWA) viewed as complementary solutions rather than core offerings.
Amazon Leo Still Building Out Its Network
Amazon Leo is still in the early stages of deployment. The company plans to build a low-Earth orbit (LEO) constellation of 3,236 satellites, but as of January 2026, it had only 180 satellites in orbit. Amazon Leo expects to increase this to 700 satellites by July.
The satellite operator has also requested a 24-month extension from the FCC to complete the first half of its planned constellation. Amazon cited multiple causes for the delay, including prioritization of government launches and other operational constraints.
Business Services Are the Target Market
Amazon Leo has positioned itself primarily as a business-focused provider. In late 2025, it introduced an “Ultra” antenna designed for enterprise use, supporting download speeds of up to 1 Gbit/s and 400 Mbit/s uploads. For context, its current Leo Pro and Leo Nano options offer up to 400 Mbit/s and 100 Mbit/s downstream, respectively.
The Ultra antenna is currently part of an “enterprise preview” program with select customers, and Amazon Leo has said it plans a broader rollout later in the year as it expands coverage and network capacity. Announced business customers include JetBlue (with a planned 2027 launch), Vanu Inc., Hunt Energy Company, Connected Farms, and Crane Worldwide Logistics.
It remains unclear whether the AT&T–Amazon Leo partnership will eventually support direct-to-device (D2D) applications. AT&T is separately developing a D2D service with AST SpaceMobile, aimed at consumers and FirstNet public safety users.
Satellite Broadband Competition and Cable Partnerships
AT&T is not the first major U.S. carrier to align with a LEO satellite provider. SpaceX’s Starlink — which already operates thousands of satellites — has formed similar partnerships with cable operators. In 2024, Comcast Business announced a strategic agreement to use Starlink to connect business customers in areas not served by its wireline network. Alaska’s largest cable provider, GCI, later announced a comparable agreement to supplement its fiber, microwave, and GEO satellite infrastructure.
Starlink has also begun rolling out a business-oriented Performance Kit offering download speeds around 400 Mbit/s, with planned upgrades to reach gigabit speeds later this year.
AT&T and AWS Expand Cloud Partnership
In a separate but related announcement, AT&T said it will migrate several on-premises platforms to AWS Outposts, Amazon Web Services’ hybrid cloud solution. The move is intended to accelerate modernization of AT&T’s business support systems (BSS) and improve operational efficiency.
AT&T also confirmed it will connect AWS data center locations via fiber, though it provided few details on the scale of the build-out. The company said the effort is intended to help AWS scale cloud services for customers building advanced AI applications.
Further specifics on the AT&T–Amazon collaboration are expected next month at Mobile World Congress in Barcelona, where both companies said they will share more information.