PaxEx.Aero

The Business of Passenger Experience

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PaxEx Premium: Huge boost for Viasat’s aero play

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As the installed aircraft count ticks higher for Viasat so, too, does the share of revenue the company realizes from that segment. The growth rate will slow in the coming year as the American Airlines fleet completes its conversion (more than 450 aircraft installed to date) but CEO Mark Dankberg believes there is still runway left in the market. Even if it is going to be a little later than previously expected.

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PaxEx Premium: Easing the 2Ku backlog

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Some good news for Gogo and its 2Ku airline customers as it reaches closure on an outstanding maintenance issue. This should ease the backlog as additional aircraft can once again be installed for three airline customers.

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PaxEx Premium: SmartSky’s $104mm network push

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Fresh off the announcement of its first commercial airline customer, upstart inflight connectivity provider SmartSky secured additional funding to complete its nationwide network deployment. The company announced a $104mm investment, bringing the total investment for the company to nearly $350 million.

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PaxEx Premium: Seeking a structural shift

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Gogo's operational structure is set to change. CEO Oakleigh Thorne has long hinted at adjustments he wants to make. The shifts were previously associated with discussions around potential change of ownership or debt refinancing. While those options remain on the table the moves will be made now, PaxEx.Aero has learned. Company employees were informed of the changes this week.

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PaxEx Premium: Iridium sees a shift with NEXT constellation completion

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After nearly three billion dollars invested and eight successful launch missions the Iridium NEXT constellation is nearly complete. In just a couple weeks the final swaps will take place and the full complement of 66 NEXT satellites will be online. For Iridium the milestone brings a dramatic shift in business plans and economics. CEO Matt Desch is clear that reducing CapEx is a key near-term goal and that the company will remain focused on its niche markets, "If we can offer that service at 22-100kbps with a very small antenna that can be installed into a small drone or an automobile or a sensor in the ocean, that will expand the market tremendously. That is not a market that anyone is talking
about. We believe Iridium NEXT and Certus is best positioned to deliver on that." But he also makes clear that neither of those plans is truly absolute. Expect to see Iridium "bleed into some things" that don't truly fit the mold. Inflight services is one vertical where Certus will likely disrupt the status quo.

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PaxEx Premium: Another ThinAir Ka2517 certification in the works

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Antenna manufacturer ThinKom confirmed a second STC program currently active for its ThinAir Ka2517 kit. Although the company declined to provide any further details on which inflight connectivity provider or aircraft type is involved, some strong indicators are present, giving PaxEx.Aero confidence in naming a likely first buyer of the product. The A320 STC program...

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PaxEx Premium: Digging into the Thales lawsuit claims

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With billions of dollars in contracts at stake perhaps it makes sense that Thales would seek extra help in securing new deals. That it stands accused of failing to pay its partner for that help is less good. That it now also likely faces scrutiny from US and international regulators related to suspicious payment schemes and efforts to influence leaders of foreign airlines is even worse. Welcome to the fun and exciting world of supplier deals in the Middle East.

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PaxEx Premium: More ZTE headaches for ATG connectivity

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The on again, off again drama of Chinese telecom manufacturer ZTE flared up again this week. Reports from the White House suggest that Huawei and ZTE could be the target of a new Executive Order banning the sale of systems from those companies in the United States. It would be invoked under the International Emergency Economic Powers Act, allowing the president to regulate commerce in response to a national emergency. And it could significantly impact the future of Gogo's Air-to-Ground data network, especially the ATG-NG development.

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PaxEx Premium: Gogo Vision Touch–over before it begins

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It launched as Gogo Vision Touch. Delta Air Lines would be the initial customer but plans were in place to expand the offering to other airlines. Those plans still exist in a roundabout way, but it no longer appears that Gogo is involved in the product as Delta carries this wireless IFE solution forward.

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PaxEx Premium: Grounded in the rush for Indian inflight connectivity

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The paperwork is finally submitted: India is ready to get online in the sky. The Ministry of Communications issued the Flight and Maritime Connectivity Rules, 2018 in an official filing on 14 December 2018, codifying the rules around delivery of mobile internet services on aircraft and ships. With the new rules defined service providers and airlines can finally move forward with fitting the planes. So, who will be first??

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