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PaxEx Premium: Global Eagle boosts aero revenue, aircraft backlog

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Global Eagle posted strong revenue numbers in Q3, with its content and aviation connectivity segments showing particular strength. The company also announced a couple "take away" deals that see it grabbing business from competitors. Those moves come at a cost, however, especially on the connectivity side. The increased revenue from these deals over the long term is welcome but a short term cash crunch could be bad for business.

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PaxEx Premium: Inmarsat boosts GX revenue, cuts costs in Q3

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Inmarsat reported a jump in inflight connectivity revenue in Q3, continuing the activation and growth of its GX Aviation solution on aircraft around the world. The numbers suggest additional frames are finally generating revenue, a welcome advance for the company after the first such income was generated just last quarter. Inmarsat also disclosed that at least two recently announced customer wins remain as unsigned, lending credibility to claims that the deals are not yet final. The company also outlined additional details on how it expects the Panasonic partnership to grow.

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PaxEx Premium: Looking ahead to Global Eagle’s earnings

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Two stories should deliver a net boost for Global Eagle headed into Thursday's earnings release. They are not both good news (and one remains unconfirmed), but the positive outweighs the negative significantly.

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Gogo’s strong Q3 offset by global ARPA concerns

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Gogo revised its expectations for 2020 and beyond, announcing updated goals as the company continues its drive towards profitability. Alas, details on those revised targets will not be shared with investors. CEO Oakleigh Thorne shared that the new math takes into account "more realistic expectations" of satellite costs and the shift to the airline-directed model. Assuming the new numbers are part of the Q3 '18 numbers they should help the company significantly, though there are indications some parts of the operation could revert to higher costs. The inability for global revenue to keep pace with growth in North America is also concerning given the company's current backlog.

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PaxEx Premium: Second-guessing the Garuda/Inmarsat GX deal

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Today's announcement of Garuda's deal with Inmarsat to fit its full fleet with Global Xpress for inflight connectivity came as a surprise to many in the industry. Notable among them, the other vendors still expecting the RFP process to begin in earnest. Was this announcement premature??

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PaxEx Premium: Fiji Airways gets connected

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Fiji Airways is just weeks away from delivery of the carrier's first Boeing 737 MAX aircraft. With that delivery the airline joins the ranks of carriers delivering wifi connectivity in the sky. The aircraft carries the necessary hardware for inflight connectivity on board. Official details on the vendor remain unclear but we have a pretty good idea what's under the hump.

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PaxEx Premium: A LEO milestone for Global Eagle, Telesat

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Global Eagle took Albatross One, its flying testbed, on a field trip to Canada last week and the results proved incredibly positive. The inflight connectivity provider partnered with satellite-operator Telesat to deliver data across the Phase 1 Low Earth Orbit (LEO) satellite and geostationary Anik F3 using a common on-board antenna from Qest and modem from Gilat. The test flight proved that transitions from the GEO satellite to LEO and back can work on the company's gimbal-mount Ka-band antenna solution. During inflight testing, the team successfully demonstrated industry-leading data upload speeds from the aircraft, engaged in uninterrupted video chatting and movie streaming, and experienced the lowest latency of any satellite connection to date.

The test flights are the latest step in Global Eagle's efforts to position itself as a technology leader in the inflight connectivity world. Company executives have talked up the new constellation since the test satellite launched at the beginning of 2018. During the recent APEX EXPO in Boston LEO connectivity was a frequent topic of conversation. For Alexis Steinman, SVP Aviation Solutions, there is no subtlety in the company's plans: "We are betting big on LEO." With this latest successful test expect that bet to continue to grow.

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Pitching inflight wifi to NEOS: A look at the options

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How does an airline go about comparing the inflight wifi connectivity options available on the 787 Dreamliner? Lots of contract details about pricing and delivery timeframes are certainly critical, but occasionally the data is summed up into two slides in a briefing deck. For Italian charter operator NEOS the contest settled between Viasat and Panasonic Avionics back in 2017. It appears the carrier chose neither vendor, but the summary of the positioning from the two finalists is intriguing.

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PaxEx Premium: JetWave appears unfazed

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Competition is generally good news for customers and bad news for the company that dominates a market. The recent strategic partnership announcement by Inmarsat and Panasonic Avionics will bring competition to the on-board terminal hardware for the Global Xpress (GX) inflight connectivity solution. Today's exclusive provider Honeywell appears unfazed – and even optimistic – at the developments.

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PaxEx Premium: Predicting a new antenna in flight

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As the new Thales/Spirit Airlines Ka-band inflight wifi connectivity solution inches closer to flight testing it appears necessary to dispel one rumor about timing and opine on a very different one about the antenna technology that will be used on board.

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