Cautious but confident, Gogo issued a report this morning declaring success in mitigating the deicing fluid issues on its 2Ku inflight wifi antenna hardware. More than 2,600 potential deicing events showed zero affected aircraft so far this winter.
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 […]
It was supposed to be a massive shift of market share in the inflight connectivity world. Former Panasonic Avionics executive David Bruner claimed significant numbers of Southwest Airlines aircraft would see the Global Eagle kit uninstalled, replaced with PAC's solution, along with the ongoing line-fit deliveries. Instead Global Eagle is replacing PAC on the small number of 737s that were installed. And that might not even be the largest challenge Panasonic faces today.
In the couple months since PAC's partnership announcement with Inmarsat the company has pushed a two pronged approach to its future business. One one side sits the core competencies of its inflight entertainment business. On the other, driven by many of the new faces in the company's leadership, comes a shift towards a services operation. Both sides face challenges.
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.
Last Friday's news of a new wireless IFE offering on Delta's A330neo fleet suggested a high likelihood of the Gogo Vision Touch product expanding beyond the carrier's A220 fleet. New - and unconfirmed - details now suggest another, somewhat unexpected vendor in play.
The add-on order for ten more Delta A330-900neo aircraft is not nearly as significant as a couple of the cabin amenity changes it includes.
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.
Maybe it has never truly been cheap for passengers, but airlines historically took advantage of great deals from suppliers to secure inflight wifi connectivity solutions relatively inexpensively. As those vendors now seek financial stability more than market share a shift is underway. Is the era of cheap wifi over? (And did it ever really exist?!?)
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 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.