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?!?)
in flight
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.
Thales scores a pair of China Southern wins at Zhuhai Air Show
This year’s Zhuhai Air Show in China delivered little significant commercial aircraft news. Standing out in the event the partnership between Thales and China Southern offered up a pair of new deals. The two companies have a strong relationship dating back nearly 20 years and this week’s moves further those ties.
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: 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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PaxEx Premium: Second-guessing the Garuda/Inmarsat GX deal
Today's announcement of Garuda's deal with Inmarsat to fit its full fleet with Global Xpress for inflight connectivity came as a surprise to many in the industry. Notable among them, the other vendors still expecting the RFP process to begin in earnest. Was this announcement premature??
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Who LUVs free movies in flight??
Southwest Airlines dropped a fee this week. The carrier long offered movies on its flights, streamed to a passenger device, for $5. That content is now free. The new pricing took effect today and is rolling out across the fleet throughout the week.
Gogo, GOL partner on connected flight deck solutions
GOL Linhas Aereas inked a deal to install Gogo’s Aircraft Data Service, Wireless Quick Access Recorder and Automated Turbulence Reporting on board across its fleet. The Brazilian carrier, already a 2Ku customer, becomes the launch customer for these platforms. The partnership should improve the airline’s operational efficiency while also helping Gogo expand into the connected airframe market.
PaxEx Premium: Fiji Airways gets connected
Fiji Airways is just weeks away from delivery of the carrier's first Boeing 737 MAX aircraft. With that delivery the airline joins the ranks of carriers delivering wifi connectivity in the sky. The aircraft carries the necessary hardware for inflight connectivity on board. Official details on the vendor remain unclear but we have a pretty good idea what's under the hump.
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