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.
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The Polar Connectivity Push
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
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.
French court rules, refers on EAN licenses
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.
PaxEx Premium: More phased array delays??
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.
Viasat’s inflection point
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.
Considering Gogo’s ATG-NG play
The on again, off again progress on an upgraded terrestrial network for inflight connectivity provider Gogo appear to be back in motion. In the company's most recent earnings call CEO Oakleigh Thorne indicated that the company is "particularly excited by some of the plans we’re developing for our next-gen network," though he stopped short of delivering too much in the way of additional details. Hardware supplier ZTE is out, thanks to questions about the long-term viability of growing the network with a Chinese vendor in the mix. But the program is very much alive, despite skepticism sown in Thorne's early days at the helm.
PaxEx Premium: Three key Q1 numbers for Gogo
Inflight connectivity provider Gogo delivered a strong quarter in Q1 2019, topping analyst earnings estimates. The numbers also show a few areas that remain critical for long-term success and are not necessarily moving in the right direction as quickly as could be expected. The company's "growth engine" of global carriers in particular raises questions, some of which the company declined to answer, about where the improvements will really occur.
PaxEx Premium: UON updates offerings, looks to expand install base
As the newest supplier in the inflight connectivity market Saudi Arabia's UON by Taqnia Space faces plenty of challenges. It also is arguably the most nimble and adaptable player in the game, with plenty of opportunity to tailor its offerings and business model to airline demands as it looks to grow. During a conversation at the Aircraft Interiors Expo in Hamburg earlier this month CEO Abdullah Alosaimi offered up some insight on how the company intends to do exactly that.
PaxEx Premium: Mitigating the loss of Intelsat 29e for inflight connectivity
Last week's anomaly on the Intelsat 29e satellite took the Ku-band system temporarily offline. Further details now suggest that a recovery is increasingly unlikely. While that has a short-term impact on the inflight connectivity market a deeper review suggests that the overall exposure could be mitigated relatively quickly.








