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FORUM TRANSCRIPT

In-flight Connectivity in Business Aviation – Gogo, SmartSky & Others

  • Credit
  • Multi Sector
  • Global
PREMIUM

Specialist

Former VP at SmartSky Networks LLC

Agenda

  • Operating environments for Gogo (NASDAQ: GOGO) and SmartSky – BA (Business Aviation) unit demand trends and emerging opportunities over the next 12-18 months
  • Market share dynamics between Gogo and SmartSky over next 12-18 months and longer-term competitive risk and pricing implications from LEO (low Earth orbit) providers
  • 5G ATG (air-to-ground) network build implications
  • Outlook for 2022 and beyond – market consolidation, penetration headwinds, strategic optionality and potential wildcards

Questions

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