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Is it time for Gogo to split?

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Is Gogo worth more split in half rather than as a single company? Since the management transition earlier this year that idea has been floated more than once. CEO Oakleigh Thorne suggested that either the Business or Commercial Aviation halves should be worth more than the current market cap. He's also suggested that splitting the company along those lines would be a relatively easy transaction to pull off, with BizAv owning the ATG network and Commercial the satellite services. With an impending deadline to refinance the company's debt it seems like such a move could solve a lot of the problems. We know that various suitors have put offers on the table for all or part of the company and that those are being evaluated by the Board of Directors. Here's how one of them could play out.

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Lots of free wifi flying on Labor Day thanks to Gogo and T-Mobile

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This year’s Labor Day Weekend holiday period is expected to break records for the number of people traveling across the USA by air. And a whole bunch of them will get free inflight wifi thanks to Gogo and T-Mobile. Every traveler on a domestic US flight equipped with the Gogo service will receive a free 30-minute smartphone session on Monday as part of the deal.

Radome tells a tale of vendor diversity

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The first Virgin Atlantic A350-1000 is starting to come together in Toulouse, France. Parts for MSN 274 are arriving at the final assembly line and there's an interesting surprise atop the aft fuselage section: A radome.

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New interiors, more wifi coming to LATAM

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LATAM is set to retrofit more than 200 aircraft as part of a major update to its fleet. The carrier will invest $400 million to refresh the interiors on both long-haul and short-haul planes, with new seats and more Gogo 2Ku flying.

Sky-high dreams or firmly grounded: The business of connected aircraft maintenance remains in question

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“Inflight connectivity doesn’t just create revenue, it could save the airline industry US$15bn a year.”

That’s a bold claim from Inmarsat and the research it commissioned from the London School of Economics (LSE). Much of the savings comes from better weather forecasting and the associated effects: reducing delays and fuel burn. Part of the forecast savings comes from predictive maintenance opportunities, allowing the plane to track its own performance and use on-board connectivity solutions to report back to headquarters when operations are less than nominal. The so-called Internet of Things for Aviation (IoT/A) has long been held up as the financial savior of the connectivity platforms, delivering the necessary financial support to justify installations. What will it take to realize the $3-46bn in annual savings the research revealed? A lot of work, and it is unclear which connectivity vendors are truly committed to that effort.

Counting connections and commitments

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Connectivity installations slow slightly over the summer, allowing an opportunity to take a big picture look at the industry and where the various players sit in terms of connected aircraft and future commitments. Compared to a year ago some players have shifted positions, even as the total committed count increases. The latter is definitely good news for all involved while the former is better for some than others.

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An asterisk on Gogo’s improving revenue numbers

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Gogo posted better than anticipated numbers for Q2 '18 this morning, giving the company's share price a nice boost in early morning trading, though it has since given back some of the gains. The business aviation segment continues to lead the company's fortunes but some glimmers of success in the commercial segments are showing, too. So long as American Airlines is excluded from all considerations.

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Inmarsat starts generating GX airtime revenue, seeks greater agility for growth

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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.

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Connectivity milestones aplenty

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Just how many aircraft carry inflight connectivity hardware? And which kit?? A pair of announcements this week gives greater insight into which kit is where and how the market is shifting, rapidly in some cases. Not that installation number 1000 matters more than number 999, of course. Yet somehow it does. Just a little.

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