The final few months of 2019 delivered strong numbers for inflight connectivity provider Gogo. The company saw revenues improve in the business aviation and global segments while the North American market held up pretty well. Things continued looking good into early 2020. But since the beginning of March, similar to airline demand, Gogo saw a “significant decline” in Asia followed by a “more pronounced decline” in recent days.
Oakleigh Thorne
A line-fit milestone for inflight connectivity
Getting inflight connectivity gear installed on the assembly line opens up great opportunities for suppliers. It appears that, very quietly, another vendor/aircraft combination recently realized that goal.
Gogo to increase inflight capacity with Hispasat’s Amazonus Nexus satellite
When it comes to delivering inflight connectivity capacity demand in the the Americas and North Atlantic remains massive. Gogo aims to cover that challenge through significant capacity contracts with multiple service providers. The latest deal brings multiple gigahertz of throughput on the Amazonas Nexus satellite slated for launch by Hispasat in the second half of 2022.
Gogo talking Ka as growth opportunities abound
For a company that is now mostly known for its Ku-band inflight connectivity offering the idea of bringing Ka-band services online in parallel may appear somewhat incongruous. But for Gogo, the news out this morning that it is pitching Ka-band solutions to potential customers is, according to CEO Oakleigh Thorne, more about holding fast to its plans.
Gogo sees a clear path to free WiFi on Delta
Often when someone says something is not about the money there’s little doubt that it is entirely about the money. When it comes to delivering free WiFi for all of its passengers, however, Delta Air Lines’ CEO Ed Bastian is probably telling the truth. It is not the cost of the service, but making sure the network can handle the dramatic uptick in demand. For Gogo CEO Oakleigh Thorne the reality is far more nuanced than that, and suggests that it really is just a matter of when, not if, his company can support the load.
Gogo closes on $30mm line of credit
Inflight connectivity provider Gogo announced the closing on its previously announced $30 million revolving line of credit today. The move increases the company’s liquidity to approximately $100 million and does so without adverse impact to the stake of its current shareholders.
Spirit’s WiFi Install Woes
Fast wifi, fleet wide and flying in about a year. The original announcement between Thales Inflyt and Spirit Airlines laid out an aggressive plan to fit the low cost carrier's fleet with inflight connectivity service. More than a year later, however, only a handful of planes have the system installed and it is not active for passengers on any of them. What happened and when will it get better??
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Killing connectivity for Garuda, Citilink
It was one of the faster installations and activations for a new inflight connectivity customer. In under a year Indonesia's Citilink went from agreement to contract to installation to activation of its onboard WiFi solution, powered by Inmarsat's GX Aviation and managed by Mahata Aero Teknologi (MAT). Now that deal – and the associated installations on Garuda and Sriwijaya – appears dead.
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Upgraded "Gogo 5G" ATG network to launch in 2021
The next generation air-to-ground (ATG-NG) inflight connectivity network from Gogo is officially back in development. The project, rebranded as “Gogo 5G,” is expected to be available beginning in 2021. The system will operate with both licensed and unlicensed spectrum to provide the best possible performance and redundancy for aircraft owners and passengers.
Considering Gogo’s ATG-NG play
The on again, off again progress on an upgraded terrestrial network for inflight connectivity provider Gogo appear to be back in motion. In the company's most recent earnings call CEO Oakleigh Thorne indicated that the company is "particularly excited by some of the plans we’re developing for our next-gen network," though he stopped short of delivering too much in the way of additional details. Hardware supplier ZTE is out, thanks to questions about the long-term viability of growing the network with a Chinese vendor in the mix. But the program is very much alive, despite skepticism sown in Thorne's early days at the helm.
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