Gogo has a new CEO. In an abrupt move the company announced the replacement of Michael Small with the current largest shareholder, Oakleigh (Oak) Thorne. This should be an interesting few weeks for the company, particularly with a number of trade shows on the near-term horizon.
American Airlines
Connectivity Revenue: Where does American’s shift leave Gogo?
How much revenue does the American Airlines fleet contribute to Gogo? What will things look like in 2018 as 400ish planes leave? Here's a look at what I think might happen.
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Shifting gears: Gogo’s push to connect more passengers
What good is having an inflight wifi connectivity product if no one is using it? Gogo sits flush with satellite capacity and is pushing to increase take rates (and revenue) up dramatically on its platform.
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PR: ViaSat-2 reaches orbital slot, begins data transmissions
Viasat is one step closer to bringing significantly more Ka-band capacity to the Americas. The new ViaSat-2 satellite successfully reached its orbital slot and is moving through the testing phase, with EIS still projected for February 2018.
American Airlines highlights Basic, Premium successes
Is Premium Economy or Basic Economy a bigger deal for American Airlines? The short answer is “yes” though President Robert Isom offers some interesting stats to consider about the profits the company is seeing from the two products today and where they are expected to go.
Power Up! Astronics to acquire Telefonix
Consolidation is coming in the cabin components industry with Astronics set to acquire Telefonix for $104mm in cash. The two companies product lines are largely complementary, covering in-seat power, passenger service units, seat actuators, inflight connectivity components and more.
Netflix wants your inflight wifi to be free, but…
Netflix wants you to have free wifi on your next flight. That’s the only way it figures you’ll use your Netflix service on board. The catch (of course there is one) is that Netflix doesn’t want to be the one paying for that bandwidth. And it doesn’t really care who is, so long as it gets credit for making your flight better.
American Splits Connectivity Plans: Winners and Losers
American Airlines is switching up its in-flight internet setup, giving ViaSat a big win and dealing a blow to Gogo. As for passengers, still a lot more info needed to decide whether we win or lose.
Delayed Response => Lawsuit Fun!
Why a lawsuit over wifi? Because the response to a message didn’t come quickly enough. Amazing how such things can pivot so quickly.
American Airlines v Gogo in the Battle for Better, Cheaper Wifi
Lots of drama in the crazy world of in-flight connectivity this week, including a lawsuit filed by American Airlines against Gogo seeking to terminate a contract on 200ish airplanes. Things are getting very interesting.