The Business of Passenger Experience
Inmarsat reported its first half financial results this morning in London with one surprising bit of data: The GX commercial aviation service finally started generating airtime revenue is Q2 '18, more than a year after entering service on some commercial aircraft.
A spike in aviation-related revenue is good news for Inmarsat but not all revenue is created equally. There's more to this story than just the raw numbers.
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.
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.
More passengers are using Gogo's service but that doesn't translate into greater profits. Costs are also up and consumers may find themselves soon paying more as well.
