After nearly three billion dollars invested and eight successful launch missions the Iridium NEXT constellation is nearly complete. In just a couple weeks the final swaps will take place and the full complement of 66 NEXT satellites will be online. For Iridium the milestone brings a dramatic shift in business plans and economics. CEO Matt Desch is clear that reducing CapEx is a key near-term goal and that the company will remain focused on its niche markets, "If we can offer that service at 22-100kbps with a very small antenna that can be installed into a small drone or an automobile or a sensor in the ocean, that will expand the market tremendously. That is not a market that anyone is talking
about. We believe Iridium NEXT and Certus is best positioned to deliver on that." But he also makes clear that neither of those plans is truly absolute. Expect to see Iridium "bleed into some things" that don't truly fit the mold. Inflight services is one vertical where Certus will likely disrupt the status quo.
ATG
PaxEx Premium: More ZTE headaches for ATG connectivity
The on again, off again drama of Chinese telecom manufacturer ZTE flared up again this week. Reports from the White House suggest that Huawei and ZTE could be the target of a new Executive Order banning the sale of systems from those companies in the United States. It would be invoked under the International Emergency Economic Powers Act, allowing the president to regulate commerce in response to a national emergency. And it could significantly impact the future of Gogo's Air-to-Ground data network, especially the ATG-NG development.
Avianca launches Inmarsat GX with free trial program
The first two aircraft in Latin America with Inmarsat’s GX Aviation inflight connectivity solution are now online. Avianca officially inaugurated the service this week, launching a two month trial period where passengers can connect for free while in flight.
Gogo’s AVANCE L5 certified across the Gulfstream family
Gogo Business Aviation reached another milestone with its AVANCE L5 platform this month. The company announced that its air to ground 4G connectivity solution secured type certifications for the full complement of Gulfstream business jets. The Supplemental Type Certificates (STCs) secured include the following Gulfstream airframes: G650/650ER G600 G550/GV/SP G450/GIV/SP G280 In addition to the availability […]
Shipping ATG out to sea
Air-to-ground connectivity networks do not work over water. The word ground is right there in the name. Not ocean, not sea. Ground. And yet, Deutsche Telekom has its eyes on changing the rules of ATG networking, bringing the technology to some overwater flights to further support Inmarsat’s European Aviation Network (EAN) operations. The idea might not be as crazy as it sounds.
PaxEx Premium: Shipping ATG out to sea
Air-to-ground connectivity networks do not work over water. The word ground is right there in the name. Not ocean, not sea. Ground. And yet, Deutsche Telekom has its eyes on changing the rules of ATG networking, bringing the technology to some overwater flights to further support Inmarsat's European Aviation Network (EAN) operations. The idea might not be as crazy as it sounds.
Another fleet added to the Gogo AVANCE L3 portfolio
Coming on the heels of yesterday’s strong earnings report for Gogo’s Business Aviation segment the company announced a new deal today for the Gogo AVANCE L3 platform. Fractional jet services operator Airshare will equip its fleet of Embraer Phenom 100 aircraft with the kit, bringing inflight wifi connectivity online for its customers.
Gogo’s strong Q3 offset by global ARPA concerns
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.
[PR] Gogo DASH brings BizAv connectivity performance data down to earth
Services, services, services everywhere! Once the connection (mostly) works and signups of new customers slows the need to better support the existing installs grows. Gogo DASH helps the company continue to build out the services ecosystem that keeps customers loyal to the installed product. The more different touch points that use the installed kit, the harder it is to shift away.
Lots of free wifi flying on Labor Day thanks to Gogo and T-Mobile
This year’s Labor Day Weekend holiday period is expected to break records for the number of people traveling across the USA by air. And a whole bunch of them will get free inflight wifi thanks to Gogo and T-Mobile. Every traveler on a domestic US flight equipped with the Gogo service will receive a free 30-minute smartphone session on Monday as part of the deal.








