After nearly three billion dollars invested and eight successful launch missions the Iridium NEXT constellation is nearly complete. In just a couple weeks the final swaps will take place and the full complement of 66 NEXT satellites will be online. For Iridium the milestone brings a dramatic shift in business plans and economics. CEO Matt Desch is clear that reducing CapEx is a key near-term goal and that the company will remain focused on its niche markets, "If we can offer that service at 22-100kbps with a very small antenna that can be installed into a small drone or an automobile or a sensor in the ocean, that will expand the market tremendously. That is not a market that anyone is talking
about. We believe Iridium NEXT and Certus is best positioned to deliver on that." But he also makes clear that neither of those plans is truly absolute. Expect to see Iridium "bleed into some things" that don't truly fit the mold. Inflight services is one vertical where Certus will likely disrupt the status quo.
Satellite
Inmarsat signs on as first commercial launch customer for MHI’s H3 rocket
Inmarsat secured a new way into space. The company signed on with Mitsubishi Heavy Industries as the first commercial customer for the H3 launch vehicle. The launch is expected in 2022(ish).
Avianca launches Inmarsat GX with free trial program
The first two aircraft in Latin America with Inmarsat’s GX Aviation inflight connectivity solution are now online. Avianca officially inaugurated the service this week, launching a two month trial period where passengers can connect for free while in flight.
Shipping ATG out to sea
Air-to-ground connectivity networks do not work over water. The word ground is right there in the name. Not ocean, not sea. Ground. And yet, Deutsche Telekom has its eyes on changing the rules of ATG networking, bringing the technology to some overwater flights to further support Inmarsat’s European Aviation Network (EAN) operations. The idea might not be as crazy as it sounds.
PaxEx Premium: Shipping ATG out to sea
Air-to-ground connectivity networks do not work over water. The word ground is right there in the name. Not ocean, not sea. Ground. And yet, Deutsche Telekom has its eyes on changing the rules of ATG networking, bringing the technology to some overwater flights to further support Inmarsat's European Aviation Network (EAN) operations. The idea might not be as crazy as it sounds.
PaxEx Premium: LEO connectivity testing reaches new heights
Low-earth orbit (LEO) satellite constellations promise higher capacity and lower latency for connections. They also bring significant challenges, mostly owing to far more frequent satellite switching to maintain a connection. Add in an airplane moving though the sky and the complexity increases further. Multiple vendors are now moving through the testing process, with plans to deliver functional solutions as early as 2019, well ahead of the satellite constellations being ready for such connections.
Indian airlines could be online by October
Airlines in India could be online as soon as October. The legal wrangling is approaching its final phase, after which Jet Airways and Global Eagle are expected to be the first to activate satellite-based inflight connectivity services.
An asterisk on Gogo’s improving revenue numbers
Gogo posted better than anticipated numbers for Q2 '18 this morning, giving the company's share price a nice boost in early morning trading, though it has since given back some of the gains. The business aviation segment continues to lead the company's fortunes but some glimmers of success in the commercial segments are showing, too. So long as American Airlines is excluded from all considerations.
Inmarsat starts generating GX airtime revenue, seeks greater agility for growth
Inmarsat reported its first half financial results this morning in London with one surprising bit of data: The GX commercial aviation service finally started generating airtime revenue is Q2 '18, more than a year after entering service on some commercial aircraft.
Viasat committed to global coverage, even without partners
Partners are important. But Viasat is not deterred by its lack of partners when it comes to developing the global ViaSat-3 constellation of Ka-band satellite connectivity. Indeed, the wait while searching for a partner on one of the satellites may prove beneficial when it finally launches.









