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Gogo’s strong Q3 offset by global ARPA concerns

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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.

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Lots of free wifi flying on Labor Day thanks to Gogo and T-Mobile

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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.

An asterisk on Gogo’s improving revenue numbers

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Gogo posted better than anticipated numbers for Q2 '18 this morning, giving the company's share price a nice boost in early morning trading, though it has since given back some of the gains. The business aviation segment continues to lead the company's fortunes but some glimmers of success in the commercial segments are showing, too. So long as American Airlines is excluded from all considerations.

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Connectivity milestones aplenty

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Just how many aircraft carry inflight connectivity hardware? And which kit?? A pair of announcements this week gives greater insight into which kit is where and how the market is shifting, rapidly in some cases. Not that installation number 1000 matters more than number 999, of course. Yet somehow it does. Just a little.

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Gogo 2020 program aims for massive cost cuts

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Gogo plans significant cost cuts as it seeks to shore up its financial position. Facing a financing crunch the company's "Gogo 2020" business plan unveiled this week will see hundreds of millions of dollars cut from cost side of the balance sheet as jobs and programs are dropped from the company.

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Which airline doesn’t hate its connectivity provider?

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When senior airline executives are willing to trash their vendors in public that's usually bad news for everyone involved. Welcome to the inflight connectivity world, where airlines are almost as unhappy as the passengers struggling to stay online in the sky. Alas, only part of that frustration is grounded in reality.

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New direction, new challenges for Gogo: Q1 18 numbers

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Sticky 2Ku antennae will cost Gogo north of $25mm to repair or replace, and that's not the only challenge new CEO Oak Thorne faced as he presented his first quarterly earnings call for the inflight connectivity provider.

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Connectivity Revenue: Where does American’s shift leave Gogo?

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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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