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Tariffs, 737 MAX, satellite crash hit Astronics earnings

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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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Inmarsat’s maturing IFC market

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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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Killing connectivity for Garuda, Citilink

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It was one of the faster installations and activations for a new inflight connectivity customer. In under a year Indonesia's Citilink went from agreement to contract to installation to activation of its onboard WiFi solution, powered by Inmarsat's GX Aviation and managed by Mahata Aero Teknologi (MAT). Now that deal – and the associated installations on Garuda and Sriwijaya – appears dead.

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Concessions, not collapse

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When the government gets involved in any commercial transaction there are bound to be concerns for all parties involved. With two different UK agencies looking in to the proposed deal to take satellite operator Inmarsat private questions are sure to arise about the future of that deal. Fortunately, it appears that concessions and guarantees are in play rather than an outright collapse of the transaction.

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Global Eagle increases liquidity with debt restructuring

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Good news for Global Eagle: The company announced this morning that it has extended its liquidity by $61mm over the next 18 months. But there is almost certainly a little more to the story.

The Polar Connectivity Push

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Emirates issued a press release touting inflight connectivity over the North Pole, which is interesting since none of the carrier’s aircraft can deliver that today and the service from Inmarsat’s GX Aviation network won’t exist until 2023. But perhaps there’s more involved in the story??

PaxEx Premium: LEO Link Success

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The market for antennae with a proven track record of successful connections to LEO satellite constellations continues to grow. This week's news brings another Ka-band supplier into the fold.

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French court rules, refers on EAN licenses

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Eutelsat and Inmarsat are both claiming victories this afternoon in France as the Conseil d’Etat, the country's high court, issued a ruling regarding the issuance of licenses for the European Aviation Network (EAN) inflight wifi connectivity solution. It is the latest in the ongoing legal saga over the "complimentary ground component" of the network.

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PaxEx Premium: More phased array delays??

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The inflight connectivity community has suffered from years of disappointment as promise after promise from manufacturers failed to yield electronically steered phased array (ESAs) antennae for commercial aircraft. Phasor and others appeared poised to break that streak, with the news at Aircraft Interiors Expo in Hamburg more optimistic than not. An update from one inflight connectivity provider this week calls some of that optimism into question, however.

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Viasat’s inflection point

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Massive expansion costs are set to give way to recurring revenue growth. That is the message Viasat delivered as it issued is most recent earnings numbers this week. Even as the company pushes forward with the build-out of its new ViaSat-3 constellation with dramatically more bandwidth and geographic coverage, it hopes to convert the existing capacity into new deals and new subscribers, with a significant push into new inflight connectivity markets, among other areas.

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