“We are in active conversations in the LEO and ESA world.”
That comment from Gogo CEO Oakleigh Thorne earlier this summer kicked off significant speculation on what the next next generation (after Gogo 5G) will look like. It also represented a pivot from 2019, when Thorne declared first generation low earth orbit satellite constellations under development “not really conducive to extreme mobility.”
Today, however, the technology presents “an opportunity not a threat.”
Of course, in 2019 those systems competed with the company’s own 2Ku solution for commercial aircraft. Now that it no longer has a stake in discouraging adoption of the new technology as a threat to its market share, those same systems are more compelling.
Not only does the company expect to deliver on a partnership soon, but Thorne believes Gogo will be a key catalyst for profitability with its partner.
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Neither Gogo nor the satellite operators responded to queries about the state of partnership negotiations.
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