Transcript
Transcript

In-Flight Connectivity – Coronavirus Impact for Gogo, Global Eagle & ViaSat – 15 April 2020

  • Multi Asset
  • TMT
  • North America

Specialist

Former senior executive at Global Eagle

Agenda

  • Operating environments for in-flight connectivity (IFC) vendors – commercial and business aviation traffic expectations for the remainder of 2020 across geographies
  • Cost structure analysis – fixed vs variable, material differences among key vendors Gogo (NASDAQ: GOGO), Global Eagle (NASDAQ: ENT) and ViaSat (NASDAQ: VSAT)
  • Consolidation trends – various strategic optionality scenarios

Questions

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