The Business of Passenger Experience
Gogo's operational structure is set to change. CEO Oakleigh Thorne has long hinted at adjustments he wants to make. The shifts were previously associated with discussions around potential change of ownership or debt refinancing. While those options remain on the table the moves will be made now, PaxEx.Aero has learned. Company employees were informed of the changes this week.
After nearly three billion dollars invested and eight successful launch missions the Iridium NEXT constellation is nearly complete. In just a couple weeks the final swaps will take place and the full complement of 66 NEXT satellites will be online. For Iridium the milestone brings a dramatic shift in business plans and economics. CEO Matt Desch is clear that reducing CapEx is a key near-term goal and that the company will remain focused on its niche markets, "If we can offer that service at 22-100kbps with a very small antenna that can be installed into a small drone or an automobile or a sensor in the ocean, that will expand the market tremendously. That is not a market that anyone is talking
about. We believe Iridium NEXT and Certus is best positioned to deliver on that." But he also makes clear that neither of those plans is truly absolute. Expect to see Iridium "bleed into some things" that don't truly fit the mold. Inflight services is one vertical where Certus will likely disrupt the status quo.
Antenna manufacturer ThinKom confirmed a second STC program currently active for its ThinAir Ka2517 kit. Although the company declined to provide any further details on which inflight connectivity provider or aircraft type is involved, some strong indicators are present, giving PaxEx.Aero confidence in naming a likely first buyer of the product. The A320 STC program...
A big, fat zero. That’s the number inflight wifi connectivity provider Gogo reported this morning. But it is the good kind of zero: None of its 2Ku systems have failed from deicing fluid so far this season.
Aer Lingus continues to roll out details on its A321LR fleet plans ahead of delivery later this Spring. The LR will kick off a brand revitalization effort in 2019 extending the carrier’s premium offerings. Even as it seeks to join some parts of the IAG framework, including the (long anticipated) transatlantic fares joint venture, Aer Lingus will keep a streak of independence from its IAG overlords.
The on again, off again drama of Chinese telecom manufacturer ZTE flared up again this week. Reports from the White House suggest that Huawei and ZTE could be the target of a new Executive Order banning the sale of systems from those companies in the United States. It would be invoked under the International Emergency Economic Powers Act, allowing the president to regulate commerce in response to a national emergency. And it could significantly impact the future of Gogo's Air-to-Ground data network, especially the ATG-NG development.
No longer in stealth mode, Delta Flight Products wants to own large portions of cabin interiors projects across the industry. A purpose-built, streaming IFE solution is just one of many DFP products passengers will interact with on board.
It launched as Gogo Vision Touch. Delta Air Lines would be the initial customer but plans were in place to expand the offering to other airlines. Those plans still exist in a roundabout way, but it no longer appears that Gogo is involved in the product as Delta carries this wireless IFE solution forward.
Can a massive airline deliver disruption in the inflight entertainment world? Delta Air Lines hopes the answer is yes as its Delta Flight Products (DFP) group formally launches its wireless IFE solution. Can a massive airline deliver disruption in the inflight entertainment world? Delta Air Lines hopes the answer is yes as its Delta Flight Products (DFP) group formally launches its wireless IFE solution. That's bad news for pretty much every other vendor in the inflight entertainment market today.
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.
