Viasat reported its annual results Tuesday afternoon with record revenue. The company also announced a couple surprises, with a new wide-body airline customer for its inflight connectivity solution and a change of plans for its future satellite constellation.
Aeromexico
JetBlue wants to give United Airlines its Mexico City slots, if the DoT will let it
Why does JetBlue care what happens to its slots in Mexico City as it pulls out of that market next month? Turns out competition among airlines is a good thing, and the carrier just might have its eye on another prize some 5,500 miles away.
Viasat’s inflection point
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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MAX grounding impact across the inflight connectivity market
With the bulk of the global 737 MAX fleet grounded the impact to passengers is very real. Canceled flights, delays and rebookings will affect hundreds of thousands of travelers each day. Inflight connectivity providers will also be impacted as their systems are grounded.
United, Aeromexico extend Viasat inflight connectivity deals
Viasat added a pair of new orders from existing customers United Airlines and Aeromexico today, continuing its growth in the inflight connectivity market.
Digging in to Global Connectivity Revenues
A pair of recent earnings reports left open questions about just how many aircraft are generating how much inflight connectivity revenue. Both Gogo and Inmarsat clarified those positions, providing better context around their numbers.
PaxEx Premium: Digging in to Global Connectivity Revenues
A pair of earnings reports last week left open questions about just how many aircraft are generating how much inflight connectivity revenue. Both Gogo and Inmarsat clarified those positions, providing better context around their numbers.
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Aeromexico confirms Viasat connectivity on MAX fleet
Aeromexico confirmed its plans to add Viasat’s Ka-band connectivity on the 737 MAX fleet. The announcement at APEX Expo this morning confirms the long-rumored plans between the two and adds 18 planes to the Viasat fleet in North America. Aeromexico has options for an additional 60 MAX planes to be fitted with the Viasat kit.
Counting connections and commitments
Connectivity installations slow slightly over the summer, allowing an opportunity to take a big picture look at the industry and where the various players sit in terms of connected aircraft and future commitments. Compared to a year ago some players have shifted positions, even as the total committed count increases. The latter is definitely good news for all involved while the former is better for some than others.
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Viasat 8: The Ocho!
It is just one small line inserted into today's Viasat earnings notes, "... total next-generation IFC system installations to around 200 aircraft across eight commercial airlines." The 200 number is nice, but the eight is more significant.
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