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.
in-flight connectivity
UON takes first flight on a Saudia A320
The first UON-equipped aircraft entered commercial service this week. The Saudia A320 HZ-ASB began passenger service with the new inflight connectivity kit installed on 10 November 2019. The aircraft serves Geneva from Saudia’s hubs in Riyadh and Jeddah.
Honeywell Aerospace signs on as Inmarsat GX Aviation reseller
Honeywell Aerospace is no longer just the manufacturer of the JetWave hardware for Inmarsat’s GX Aviation offering. The company now is a reseller of the service as well. The deal adds another VAR to Inmarsat’s global network and comes on the heels of the deal bringing Panasonic Avionics on board just weeks ago.
PaxEx Premium: Digging in to Global Connectivity Revenues
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.
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An end to cheap* WiFi for airlines?
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?!?)
Astronics seeks BizAv connectivity boost
Can Astronics deliver a breakout in its AeroSat division? The company is doubling down on the BizAv segment in hopes of delivering a huge sales win for its antenna systems, thanks to a new partnership and marketing push.
PaxEx Premium: Global Eagle boosts aero revenue, aircraft backlog
Global Eagle posted strong revenue numbers in Q3, with its content and aviation connectivity segments showing particular strength. The company also announced a couple "take away" deals that see it grabbing business from competitors. Those moves come at a cost, however, especially on the connectivity side. The increased revenue from these deals over the long term is welcome but a short term cash crunch could be bad for business.
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PaxEx Premium: Inmarsat boosts GX revenue, cuts costs in Q3
Inmarsat reported a jump in inflight connectivity revenue in Q3, continuing the activation and growth of its GX Aviation solution on aircraft around the world. The numbers suggest additional frames are finally generating revenue, a welcome advance for the company after the first such income was generated just last quarter. Inmarsat also disclosed that at least two recently announced customer wins remain as unsigned, lending credibility to claims that the deals are not yet final. The company also outlined additional details on how it expects the Panasonic partnership to grow.
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PaxEx Premium: Looking ahead to Global Eagle’s earnings
Two stories should deliver a net boost for Global Eagle headed into Thursday's earnings release. They are not both good news (and one remains unconfirmed), but the positive outweighs the negative significantly.
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Gogo’s strong Q3 offset by global ARPA concerns
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.
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