In-flight Connectivity 2020 Outlook – Gogo, Global Eagle & ViaSat – 28 October 2019

  • Multi Asset
  • TMT
  • North America


Former VP at Eagle Entertainment Inc


  • Operating environment for in-flight connectivity (IFC) providers and airlines' perception of IFC
  • Competitive dynamics – Gogo (NASDAQ: GOGO) vs Global Eagle Entertainment (NASDAQ: ENT) vs Viasat (NASDAQ: VSAT) and others
  • Evolution of switching costs, considering ATG (air-to-ground) vs satellite
  • Outlook for 2020 and beyond – potential consolidation, winners and losers


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