Cutting the cost for delivering satellites into space is a key factor to increasing capacity and improving coverage in the inflight connectivity market. SpaceX and Arianespace both announced programs today that will help on this front.
Blue Skies ahead as Delta, KLM, Air France, Virgin Atlantic receive ATI approval
It only makes sense that the Department of Transportation tentatively approved the latest antitrust immunity (ATI) request. After all, the mutual ownership blend across Delta Air Lines, Air France/KLM and Virgin Atlantic lends itself to coordination of operations, marketing and pricing efforts. The DoT did hold back a tiny bit, though it is unlikely that will be sufficiently consolatory for the parties that objected to the deal.
Tariffs, 737 MAX, satellite crash hit Astronics earnings
How many different ways can one company get beat up in the inflight entertainment and connectivity market? Astronics faces headwinds in its Aerospace market on three fronts. The 737 MAX grounding has costs on both new production and retrofit efforts, while the loss of Intelsat 29E grounded a connectivity program indefinitely. Add in tariffs related to China suppliers that the company is paying and the numbers are going to be rough in that segment for the foreseeable future.
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JetBlue eyes a more mature TrueBlue loyalty program
The co-brand revenue is great and JetBlue intends to continue expanding that stream. But the carrier also knows its TureBlue loyalty program needs a little more to become a mature offering for consumers. That should be good news for travelers, assuming the carrier can execute.
PaxEx Update: 2 August 2019
A new A321LR enters service for Aer Lingus, faster security screening for United and promises of faster infilght WiFi. Plus Hulu takes flight on Delta and more! Get all the details in this week’s PaxEx Update.
JetBlue’s A321neo sneaks on to domestic schedule
Consider this very unofficial and subject to operational changes, but the JetBlue A321neo now appears in the carrier’s schedule for domestic operations.
Inmarsat’s maturing IFC market
As inflight connectivity products mature and consumers become familiar with the offerings the expectation from suppliers is that they will pay more for the services more often. Just how long that maturation process takes remains an interesting question, however. The latest report from Inmarsat adds more data to consider on this front, but few solid answers.
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Delta slashes Singapore
That Delta Air Lines will stop flying to Singapore is not much of a surprise. The timing – before Delta fully shifts Tokyo operations to Haneda early next year – is slightly less expected.
China Southern reportedly cancels 737 MAX order (But not really)
A comment attributed to a UK-focused manager for China Southern touched off a flurry of potential outcomes regarding the future of the 737 MAX. Did the carrier decide to wipe its order book clean of the type?
A pair of delays hit Hawaiian’s growth plans
The most punctual airline in the United States is facing a pair of notable delays affecting the company’s revenue. Hawaiian Airlines detailed the impact of aircraft delivery issues and new fare products that did not arrive on time.