The Business of Passenger Experience
As Alaska Airilnes shifts its aircraft to Gogo's 2Ku offering passengers will see increased bandwidth, hopefully driving an increase in the number online. But a change in the way the product is priced could throw a wrench in those plans.
It has been flying for a while, but the high speed Inmarsat Global Xpress (GX) service is now officially live on Qatar Airways. Some 130 777 and A350 aircraft will eventually carry the kit. And all passengers still get a free hour of connectivity on board.
The newest delivery to Alaska Airlines entered service last week with a special addition on board. Ship N927VA, an A321neo, is now flying throughout the Alaska Airlines network with Gogo’s 2Ku inflight internet service installed. This is the first Alaska Airlines aircraft to operate with the kit.
Commercial success in the inflight connectivity business is anything but easy. That isn't stopping newcomers from trying. Saudi Arabia's Taqnia Space group launched the UON offering earlier this month and it has potential. But like other offerings in the market there are questions about how well it can scale up to meet demand (both bandwidth and profits).
Following the unexpected transition to a new CEO further management shakeup is hardly unexpected. Gogo took that step this week, announcing three new senior leadership positions in the company.
There's arguably no better way to assuage investors after roporting significant losses for 2017 than to report multiple new orders to start 2018. For Global Eagle the balance is a tough one, but the 300+ new planes added to the connectivity backlog is a nice bit of news for incoming CEO Josh Marks to announce.
One antenna kit to handle connections to multiple satellite networks sounds like a great idea. Gilat now has one on offer but there’s just one problem: It is unclear that commercial demand is truly sufficient for such. Oopsie.
After taking nearly a year to unwind the complexity of its financials following a string of acquisitions Global Eagle is finally ready to move forward on executing its plan. Leadership and funding changes announced this week are a major step forward on that front.
Airline passengers in China and across Asia will soon have access to significantly more inflight wifi connectivity bandwith. Panasonic Avionics and APSATCOM announced the first “XTS” ultra-high speed Ku-band satellte, set to launch in early 2019.
How much revenue does the American Airlines fleet contribute to Gogo? What will things look like in 2018 as 400ish planes leave? Here's a look at what I think might happen.
