The Business of Passenger Experience
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.
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.
Adding a new type to an airline’s fleet is interesting in its own right. China’s Juneyao Airlines added the 787-9 Dreamliner last week and it is more significant than most similar expansions, both for passengers and China’s aviation industry growth.
Competition is generally good news for customers and bad news for the company that dominates a market. The recent strategic partnership announcement by Inmarsat and Panasonic Avionics will bring competition to the on-board terminal hardware for the Global Xpress (GX) inflight connectivity solution. Today's exclusive provider Honeywell appears unfazed – and even optimistic – at the developments.
After ten months of negotiations Inmarsat and Panasonic Avionics unveiled a strategic partnership late last month. The news hit just prior to APEX EXPO, a major trade show where executives from both companies fielded questions. Answers were provided but uncertainty remains about exactly what the new partnership will deliver on some fronts.
It was called "Kiteline" and it was going to revolutionize the inflight passenger experience. A light weight connectivity solution with visions of delivering core functionality, the Kiteline concept is now being emulated by Lufthansa Systems, Iridium, AirFi, fflya and more. And, unlike Kiteline's failure nearly a decade ago, these solutions are now (finally) taking flight.
Panasonic snagged a pair of IFE/C deals this week, adding 20 aircraft to the backlog. These are still Ku connectivity contracts, not yet taking advantage of the new InmarPAC partnership announced last week.
The annual APEX EXPO is less than 24 hours away and anticipation for this year’s event is high. Many suppliers are promising big new throughout the week. In the inflight connectivity world it remains to be seen if anything will top the Panasonic Avionics/Inmarsat announcement from last week. Of course new order announcements are anticipated and will likely be big news. But what additional news will develop during the week?
Panasonic Avionics Corporation (PAC) and Inmarsat are poised to reshape the inflight connectivity world with a landmark deal. The ten year strategic collaboration project will see PAC sell Inmarsat's Ka-band GX connectivity solution while Inmarsat bundles some of PAC's data analytics and services offerings into its sales efforts. Is this the consolidation the market so desperately craves?
Hong Kong Airlines celebrated the delivery of a new tranche of A350s this week, bringing new inflight products to the carrier. The airline’s early A350 deliveries were originally built for Azul; the current set were meant for HK Airlines all along. That means different seats, entertainment systems and inflight connectivity kit on board.
