When it comes to delivering inflight wifi connectivity Intelsat sees significant upside from its ability to operate the network it is acquiring from Gogo mostly in-house. But that network and the install base also come with very real risks related to Delta Air Lines and the ATG fleet. Here’s how Intelsat plans to respond.
IFC
A major A321neo IFEC milestone in Hamburg
Getting to line-fit status with an aircraft manufacturer is a tremendous accomplishment for any company. This week one IFEC supplier is celebrating that milestone on the A321neo line in Hamburg.
IFEC executive shuffles worth noting
A pair of executive moves atop satellite connectivity providers could alter the landscape a bit. Both Inmarsat and Intelsat saw changes this week, with one departure and one new arrival.
SmartSky triumphs over Gogo in patent challenge
SmartSky scored a legal victory this week with the US Patent Office declining to institute an inter partes review of U.S. Patent No. 9,312,947 (“the ‘947 patent”), a challenge lodged by Gogo in April. The ruling at this stage is based on the USPTO’s believe that Gogo “has not demonstrated a reasonable likelihood of prevailing in demonstrating that at least one challenged claim of the ’947 patent is unpatentable over the prior art of record.” As a result, the issue won’t even make it to a formal hearing for review.
Gogo tops 1,000 install milestone for AVANCE L5 biz jet wifi solution
Less than three years after the product first took flight, Gogo’s business aviation division reached the 1,000 units installed milestone on its AVANCE L5 inflight wifi connectivity solution. More than 325,000 flights have operated with the system installed since Q4 2017 when the upgraded ATG wifi system became available.
AirAsia pivots away from its airline roots
“We have successfully pivoted from an airline to an all-in-one digital lifestyle company anchored on travel.” This was the key message delivered by AirAsia Group CEO Tony Fernandes as part of the company’s Q2 financial results that showed a 96% drop in quarterly revenue. Airline-related revenue dropped 98% while non-airline revenue, a much smaller portion of the company’s operations, dipped only 55%.
Global Eagle’s connectivity business shines as content falters
Global Eagle quietly released its Q2 2020 earnings last Friday and the numbers are bad. But, in at least one context, not nearly as bad as they could have been. Somehow the company’s global connectivity business segment managed to eke out a positive margin for the quarter.
Seeking a strategic use for Viasat’s $175 million raise
Was Viasat’s recent deal to secure $175mm in new capital just a matter of convenient timing? Or is there a specific plan for the cash? CEO Mark Dankberg got into some of the possibilities today, including potential inflight connectivity opportunities, while clearly leaving the door open for many more options to come.
Astronics still sees opportunity in BizAv IFC market
Astronics is ready to move beyond the AeroSat antenna challenges of years past. In today’s quarterly earnings call CEO Peter Gundermann exuded confidence in the potential for the company’s latest partnership, with SES and Collins Aerospace, for a tail-mount solution to fly on larger biz jets.
Gogo to trim headcount as recovery optimism weakens
Gogo is eliminating 143 fulltime positions, predominantly from the Company’s Commercial Aviation business. The move aims to “align the scale of its organization with current demand for aviation connectivity services” as the current industry downturn continues to impact its revenue, especially in the commercial aviation segment.