Escalating protests in Hong Kong are spilling over into the aviation segment, raising the already high stakes to a new level.
Cathay Pacific
China cracks down on protesting Cathay Pacific crew
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 seeks ancillary revenue boost
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??
Solving the Codeshare Conundrum: Travelport, Routehappy, alliances weigh in
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.
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.
China Southern quits SkyTeam, seeks stronger partnerships
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.
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.
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.
Gogo 2Ku spotted on Cathay Pacific 777
Gogo 2Ku installations continue to spread globally. Cathay Pacific is the latest airline to be spotted with the radome atop its aircraft.
Fiji Airways signs on as inaugural oneworld connect member
Oneworld wants to grow its route network and it is willing to take on smaller airlines to deliver on that plan. Fiji Airways is the inaugural member in the new “oneworld connect” program allows limited alliance membership and limited benefits for passengers. But locking up the new connect member airlines is a smart move for the group.