https://tmfassociates.com/blog/2012/08/29/gogoing-for-growth/ Satellites, spectrum and other stuff Tue, 03 Feb 2026 21:36:32 +0000 hourly 1 http://wordpress.org/?v=3.3.1 https://tmfassociates.com/blog/2012/08/29/gogoing-for-growth/comment-page-1/#comment-1096 TMF Associates MSS blog » The worst satellite public offering since Worldspace? Mon, 08 Apr 2013 18:03:04 +0000 http://tmfassociates.com/blog/?p=3539#comment-1096 [...] for Row44′s take rates on Southwest. Of course that is completely untrue: take rates for Gogo are around 5%, and Global Eagle itself said back in November that the targeted take rate on Southwest was 6.5% in [...] [...] for Row44′s take rates on Southwest. Of course that is completely untrue: take rates for Gogo are around 5%, and Global Eagle itself said back in November that the targeted take rate on Southwest was 6.5% in [...]

]]> https://tmfassociates.com/blog/2012/08/29/gogoing-for-growth/comment-page-1/#comment-1017 TMF Associates MSS blog » Where eagles dare not perch… Tue, 04 Dec 2012 00:45:17 +0000 http://tmfassociates.com/blog/?p=3539#comment-1017 [...] rate for connectivity on Southwest will grow to 6.5% (not outrageous, but perhaps ambitious given recent trends for Gogo and the predominantly leisure orientation of Southwest’s customer base) and the take rate for [...] [...] rate for connectivity on Southwest will grow to 6.5% (not outrageous, but perhaps ambitious given recent trends for Gogo and the predominantly leisure orientation of Southwest’s customer base) and the take rate for [...]

]]> https://tmfassociates.com/blog/2012/08/29/gogoing-for-growth/comment-page-1/#comment-945 Analyst: Gogo’s growth appears to be stalling | WiFi-CONNECTIONS Fri, 31 Aug 2012 21:21:01 +0000 http://tmfassociates.com/blog/?p=3539#comment-945 [...] Gogo, one of the leading providers of in-flight Internet service, may be headed for a rocky landing, according to an analysis by TMF Associates analyst Tim Farrar. While much attention has been given this week to Gogo's announcement that it will support in-flight Wi-Fi in Canada, Farrar's analysis focused on the company's recent filing with the Securities and Exchange Commission on its results for the first half of 2012. Farrar noted that Gogo's take rate and its average revenue per passenger both fell in the second quarter compared with first quarter. "If the revenue per passenger carried does not grow after the price increases Gogo implemented during the second quarter of 2012, then this raises the question of whether we may already be close to the point at which Gogo's average revenue per plane cannot be increased much further," he writes. Article [...] [...] Gogo, one of the leading providers of in-flight Internet service, may be headed for a rocky landing, according to an analysis by TMF Associates analyst Tim Farrar. While much attention has been given this week to Gogo's announcement that it will support in-flight Wi-Fi in Canada, Farrar's analysis focused on the company's recent filing with the Securities and Exchange Commission on its results for the first half of 2012. Farrar noted that Gogo's take rate and its average revenue per passenger both fell in the second quarter compared with first quarter. "If the revenue per passenger carried does not grow after the price increases Gogo implemented during the second quarter of 2012, then this raises the question of whether we may already be close to the point at which Gogo's average revenue per plane cannot be increased much further," he writes. Article [...]

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