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GOGO 资讯
GOGO 事件
TransMedics Selects Gogo Galileo for 22 Aircraft
Gogo (GOGO) announced that TransMedics (TMDX) has selected Gogo Galileo to equip its growing fleet of 22 Embraer Phenom 300E aircraft operating across the United States. The aircraft play a role in transporting donor organs for transplantation. During each mission, organs are continuously monitored in flight using TransMedics' Organ Care System. The Gogo Galileo HDX is now being installed on all TransMedics' aircraft and the full fleet is expected to be equipped by 2027.
Roth Capital Analyst Says SpaceX Exploring Tower Leasing at 80,000 Sites
Roth Capital analyst Scott Searle weighs in following Bloomberg's report that SpaceX (SPCX) is exploring options to lease tower capacity at 80,000 sites. The move is presumably part of SpaceX's strategy to build a complementary terrestrial network to support its direct-to-device satellite constellation to compete with incumbent U.S.-based Tier 1 mobile network operators, the analyst tells investors in a research note. Roth says potential winners of SpaceX's buildout include AST SpaceMobile (ASTS), RAN suppliers Ericsson (ERIC) and Nokia (NOK), as well as wireless backhaul suppliers Aviat Networks (AVNW) and Ceragon Networks (CRNT) and spectrum holders Anterix (ATEX), NextNav (NN), and Gogo (GOGO).
Gogo Secures Prepaid Order for 40 HDX Systems from Duncan Aviation
Gogo announced that Duncan Aviation has placed a prepaid order for 40 Gogo Galileo HDX systems, marking Gogo's largest single MRO order this year.
Roth Capital Says SpaceX Acquires Low-Band Spectrum for $8B
Roth Capital says SpaceX (SPCX) continues its spectrum grab with its purchase of low-band spectrum from Grain Management for a reported $8B. The early implications are increased competition for terrestrial mobile network operators and other device-to-device services like AST SpaceMobile (ASTS) and Amazon Leo (AMZN), the analyst tells investors in a research note. Roth believes the SpaceX purchase "should push a cozier relationship" between AST SpaceMobile (ASTS) and tier 1 mobile operators Verizon (VZ), AT&T (T) and T-Mobile (TMUS). AST will become the preferred neutral device-to-device satellite partner, contends the firm. Roth also sees low band spectrum increasing in value, which is views as positive for Anterix (ATEX), NextNav (NN) and Gogo (GOGO). At a similar megahertz value to what SpaceX paid, Gogo would be valued at $2.3B for spectrum alone versus its current $1B enterprise value, Roth contends. The firm also sees backhaul and access opportunities for Aviat Networks (AVNW) and Ceragon Networks (CRNT) for either a SpaceX terrestrial network buildout or competitive investment from the mobile operators.
Gogo Signs Over $15M Government Communications Lease
Gogo has signed a sovereign-based communications lease in excess of $15M to provide geostationary, or GEO, satellite connectivity to a government customer.
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