PaxEx.Aero

The Business of Passenger Experience

737 MAX

Tariffs, 737 MAX, satellite crash hit Astronics earnings

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How many different ways can one company get beat up in the inflight entertainment and connectivity market? Astronics faces headwinds in its Aerospace market on three fronts. The 737 MAX grounding has costs on both new production and retrofit efforts, while the loss of Intelsat 29E grounded a connectivity program indefinitely. Add in tariffs related to China suppliers that the company is paying and the numbers are going to be rough in that segment for the foreseeable future.

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PaxEx Update: 19 July 2019

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United Airlines has new seating plans for its 787s, EgyptAir has a sleek looking new A220 and OneWeb has connectivity in space. Plus a big financial hit for Boeing and a soft-launch for IAG.

MAX, XLR and NMA: United addresses future fleet flexibility fundamentals

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On the heels of its strongest second quarter results since the 2010 merger United Airlines found itself facing tough questions from investors about future fleet plans. There’s a decent chance neither the NMA nor XLR figure into the company’s needs for the next decade, given other options available.

Korean Air plans interior overhaul, inflight connectivity service

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The next generation of Korean Air’s inflight service will see significant changes from the current product. Inflight wifi and a refreshed cabin seating configuration will fly soon as the company seeks to better meet passenger needs.

Viasat’s inflection point

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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.

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