Activation of Gogo‘s next generation air-to-ground connectivity solution slipped again, with the company now targeting Q4 2024 for hardware delivery and installation. CEO Oakleigh Thorne cites a “non-technical contractual issue between sub-suppliers” for the delay in chip fabrication, but says production work has resumed.
Despite delays in the 5G chipset production, Gogo continues to ship its new 5G-compatible MB13 antenna hardware, with 59 such kits already installed and another 139 in dealer inventory. Five manufacturers are under contract for installation of the kit at the factory once available; one is already installing the MB13 for new deliveries. The company also says it recently started simulation testing of the 5G software in advance of the chips arriving.
On the satellite side of the business, Gogo notes its Galileo LEO option, with satellite capacity contracted from OneWeb and antenna options from Hughes, remains on track. Hardware deliveries of the smaller HDX terminal are expected in Q4 of 2024 and H1 2025 for the larger FDX terminal. Gogo also has secured one line-fit deal for Galileo with one aircraft manufacturer, and commitments for retrofit STCs covering 28 aircraft types, though some of those are verbal, not contractual.
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