Hundreds of aircraft rapidly retired from service. Hundreds more shifted into limbo, unclear of when they might fly again. The news no longer surprises, though some of the retirements bring about a more pointed sense of loss. For inflight connectivity vendors the impact is more than a sense of loss, however, as it maps to real cash shortfalls with the aircraft removed from service.
The majority of the aircraft affected are older, less efficient models. Some of those flew with older wifi systems but an impressive number had the more modern satellite connectivity solutions on board. With roughly 850* aircraft confirmed as retired or stored long-term we look at the vendors most affected by the cuts.
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*Note that some retirements are forecast out through 2021 based on company announcements. That delayed impact accounts for less than 20% of the total frames reviewed in the analysis.
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