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Great info from Runway Girl Network. A really sharp outfit. Solid information, weekly roundup email worth subscribing to. This article from early 2018 is very prophetic. Emphasis is mine


"The inflight entertainment and connectivity RFP process is evolving, with increasingly savvy airlines realizing “they don’t need a fully integrated RFP and can shop for the best option for the different layers”.
https://runwaygirlnetwork.com/2018/01/04/sitaonair-details-how-airline-rfp-process-is-evolving-for-ifec/

"Not unlike Gogo, which has had to fight passenger perception that Gogo means “slow-go” or “no-go” as its air-to-ground (ATG) service became capacity constrained, SITAONAIR has been the subject of unfavorable reviews as its Inmarsat SwiftBroadband-supported Internet service failed to deliver the speeds expected by the modern traveler."

Panasonic Avionics: “jury’s still out” on profitability of in-flight connectivity
“Prices are falling rapidly, but if you are a service provider like ourselves, you’ve got to position yourself so that you make a penny or two on every megabit you deliver,” he said. “Otherwise, the business is not sustainable. That is the biggest challenge in our marketplace today. Growth: not a problem. Profitability: a real problem.”

“Business is booming but no one is making money,” said Claude Rousseau, research director at Northern Sky Research, adding that inflight connectivity providers have a number of challenges to turning a profit that have yet to be worked out.

“It’s very capital intensive and the take rates are still too low. We see that the price for connectivity hasn’t moved much, except when it’s free, but then if it’s given for free somebody has to pay for it. In the end if it’s not the passenger, it will be the airline or the service provider, and in that latter case the service provider has a hard time recouping the money,” he said."
profitability-of-in-flight-connectivity/" rel="nofollow noopener noreferrer ugc" target="_blank">http://spacenews.com/panasonic-avionics-jurys-still-out-on-profitability-of-in-flight-connectivity/