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Considering Gogo’s ATG-NG play

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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.

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PaxEx Premium: Three key Q1 numbers for Gogo

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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.

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PaxEx Premium: UON updates offerings, looks to expand install base

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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.

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PaxEx Premium: Mitigating the loss of Intelsat 29e for inflight connectivity

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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.

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PaxEx Premium: Finding future financing

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Gogo appears to have solved its most significant short-term challenge, with a $900mm debt offering lined up to provide five years of breathing room as the company inches towards a positive free cash flow.

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Epic Troubles: Satellite failure slashes inflight wifi capacity

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What happens when gigabits of capacity goes offline? Passengers and inflight connectivity providers alike are about to find out. Intelsat 29e, the first of the Epic Ku-band High Throughput Satellites, suffered a fuel leak on 7 April 2019, followed by a second issue on 9 April. The satellite is in "safe mode" meaning all customer-facing services are disabled as the operator seeks to address the problems. This represents a significant hit to Ku-band capacity over the Americas and the North Atlantic Ocean.

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PaxEx Premium: India inflight internet intentions

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Where and when will inflight internet finally take flight in India. A pair of players – Inmarsat and Global Eagle – are leading the charge to deliver connected aircraft in the region. At the Aircraft Interiors Expo in Hamburg last week both vendors provided updates on their efforts, with neither appearing likely to fly in 2019.

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PaxEx Premium: A pleasant surprisESA

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The only official announcement around electronically steered antennae (ESA) for commercial aircraft this week at Aircraft Interiors Expo in Hamburg came from Gogo. And it probably was the least significant ESA story from the show. Instead, a surprise from a different supplier stole the spotlight.

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PaxEx Premium: Inmarsat set to go private, change very little

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Inmarsat's financial future appears secured. A consortium of investors is poised to invest $3.4bn in the company, taking it private. The price tag represents a 45% premium from the trading rate on the day prior to speculation about the deal becoming public and 27% to the price when the official offer was published. Inmarsat's Board of Directors unanimously recommends the deal and committed their respective shares to vote in favor. The investment group is operating under the name Triton Bidco and is backed by Apax Funds, Warburg Pincus Funds, the Canada Pension Plan and the Ontario Teachers' Pension Plan.

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PaxEx Premium: Inmarsat’s IFC revenues continue inconsistent growth

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Another quarterly earnings report from Inmarsat and another bullish report on inflight connectivity revenue. The group reported IFC revenues more than doubled to $101.3m for the full year. As revenue and install count continues to grow Inmarsat is optimistic, though the underlying numbers suggest the potential remains unrealized.

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