Some developments today that may have a very positive impact on IPTK.
"Lufthansa Systems presents new prototype of BoardConnect Portable BoardConnect Portable can also be supplemented with Iridium NEXT technology upon request. Known as BoardConnect Portable/Link, it has a low bandwidth and enables services such as messaging and online payment. The required antenna can be installed in a suitable position in the cabin without the need for an STC."
The Iridium Next part is IPTK's fflya system. It's already in use but a worldwide rollout at the show could be very meaningful.
"Airlines wary of inflight connectivity disruption Airline customers are well aware of the financial troubles plaguing satellite-enabled inflight connectivity providers.
“This is what keeps me up at night,” Amanda Fish, Delta Airlines onboard products general manager, said Sept. 10 at the World Satellite Business Week conference here. “Should something catastrophic happen, we will feel the effects of it."
"In April, Panasonic Avionics agreed to pay the U.S. government $280.6 million to resolve bribery charges. GoGo plans layoffs and an end to airline equipment subsidies as it explores options including splitting the company. Global Eagle filed late financial documents to the U.S. Securities and Exchange Commission earlier this year and hired two chief executives in 13 months."
IPTK's fflya system could be installed overnight and would provide limited connectivity. IPTK's fflya system is not connected with the "satellite enable connectivity providers" mentioned above.
I posted this here in 2019, probably still true, maybe more so with all the Covid shutdowns. Bold emphasis is mine
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." http://spacenews.com/panasonic-avionics-jurys-still-out-on-profitability-of-in-flight-connectivity/
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