The final few months of 2019 delivered strong numbers for inflight connectivity provider Gogo. The company saw revenues improve in the business aviation and global segments while the North American market held up pretty well. Things continued looking good into early 2020. But since the beginning of March, similar to airline demand, Gogo saw a “significant decline” in Asia followed by a “more pronounced decline” in recent days.
The protests in Hong Kong show no signs of slowing and the impact on the travel sector continues to grow. As demand drops so too is capacity into the market, with foreign carriers now adjusting operations to cope.
A surprise twist in the Hong Kong protests as Cathay CEO Rupert Hogg resigns. Plus RFID for bags, VR for passengers and new aircraft types launching service soon. A busy week with plenty to uncover in this edition of PaxEx Update!
Escalating protests in Hong Kong are spilling over into the aviation segment, raising the already high stakes to a new level.
The Chinese mainland government continues to vary its tactics as it seeks to quell the the anti-extradition protests in Hong Kong. The latest target: Cathay Pacific crewmembers.
Oneworld’s digital backbone middleware hopes to extend beyond the basics in the coming year, offering its members the opportunity to also sell services, not just give them away. Is this the solution to the interline ancillary revenue problem??
Codeshare flights: Great for airlines and confusing for passengers. Multiple groups across the industry are looking to clear up that confusion, exposing better data to travelers and smoothing the marketing message.
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.
SkyTeam lost its largest mainland China airline this week. China Southern announced it will quit the alliance in 2019. The non-renewal of the membership contract will see the carrier transition out of its alliance relationships in the coming year. This is not a hard stop of relations; rather, the changes are likely to roll out over time. It is also not a surprise.
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.