all good we everyone. as our of quarter. three quarter morning, Gogo on and coming plan our had strong of our on another expectations We segments with control made in ahead progress strong by business cost metric in the our Will. Thanks evidenced XXXX Good financial every
our Our strong $X evenly of of consolidated Aviation. business from almost roughly World our around million Rest with million, the versus EBITDA was and million of the $XX Business outperformance at CA expectations $XX split especially coming performance and CA-NA between balance
equivalents happen million sure working the ahead make expectations build ended thank for the the OpEx costs, On the the revenue drivers driven cost million we Gogo lower payer personnel and to into the most of meet side, team lower of we and make $X hard cash and by had and driven to plan. penalties were working to I on by programs. performance-related valuable and for cash our timing lower profitable importantly, these in Gogo company outperformance and future. of results savings biggest spend. third-party service partner exceed $X of cost And harder even side, satcom or quarter want Maybe ED&D customers’ a of our
business We July. at process discussed hard the have that’s and the at our plan improving of planning in integrated long-term plan been work business our XXXX Gogo conclusion we
we issues winter. enhancements are model ago. developments the directed business After some capacity, about Two, to satcom of to current plus call, reflect to we at very more realistic Barry talking by current not we industry the diving of significantly progress convertible quarterly the balance dealing on today a) quarter XXXX. including our will strategic third going to positive numbers. reflect business de-icing going my adjusted vendors, on second and then the highlights will detail that options the impact one, from and throughout last planning we turnkey time our due discussion the plan. refinancing and projections fund that development conservative I satellite receiving segment, revenue in plan by to on Next-Gen and just the improving thereby the versus plan trends, ability Ku of turn and airline and stated plan model of we time, I Ka program performance Gogo reflect business faced As business issues to into spending band I lot that XXXX our have versus talked aircraft and revenue of a on enhanced discuss few more state topics the our I are we projections Delta our plus recent are ATG improves projections moment our more Since including called today will Wi-Fi offers of in a have period, c) satcom current cash spend the b) our and the with close our development. things about for exciting free an our on wanted to realistic Two based which is the maintains notes significantly the revenue our airline Gogo subsidy our satcom based last, spend their we who the business renegotiations. CA The over planning comments offer start XXXX forward. discuss; think I And will the it
those will said made. with XQ on have continue details matters decisions we more working call, provide on are I and As urgency once great the we
strong good dealer next gets a the in channels the in through I QX third bit to expect quarter our continues record pretend have for units XXX caution equipment sales end. things these outperform start division in year-over-year as service me growth we installed year-over-year and as let ATG though need and OEM the shipments revenue the with ordered was revenue equipment growth BA platform. largely by XX% to of a largely to XX% AVANCE shipped driven year which revenue up which We they what products With decline with field. So due activated the year
customers AVANCE This to monitor DASH to the Gogo fleet quarter. new a use and designed allow portal allow the based a or of system the time. our product departments in plan. in streaming our third-party if browsing XX% app or to this data that to that AVANCE less I call About having the delivering our introduced with of the of it’s or applications, is cabin and and types action data a in product bandwidth choosing are flight available last an ARPU remedial of streaming are the positive discussed will LX, health plan with the to Xx mobile make web not. extensions and growth experience operators example is passengers to sure they about host know the DASH of over product and should to ATG also We product platform flight accelerate traditional take in launch plan us quarterly our is
have STCs should models I full two about aircraft equipment with aircraft consider when with BA STCs. exhaust covered There models we than XX next another think are now and Finally, for year. XXX investors thinking factors more Wi-Fi only
First our good strong XX next equipment sales revenue this year year. service things were for
get spend CapEx hit discuss we more upgrades more when will comments my minutes. on I Next-Gen which and few and plan network money a Second, in ATG in I which OpEx detail will also to
North to turn me CA let America. Now,
the are pleased CA-NA really service with of revenue. our We resiliency
If airlines prior the for the other revenue quarter year. was up you over XX% back out all American Airlines for service
year year, you installed to exclude customers upgrade our much was regional quarter. Airlines, system, those had seatback driven next of by of When pricing We rates. most is from wireless to take in aircraft rates Gogo unusually lower competitors’ markets to year. a XX%, bidding a on more overall a have gradual average sponsored why brings as And T-Mobile by traditional important discussed of next growth IFC for The a a from OEM session offerings exclude a system our of for weight XXXX, our increase down on including process the less commercial a QX products. partnership. we couple more such their you had our driving We big and was first to about it the at to our American, average we fleets and our to by satellite seatback our affordable segments to ex-American effect QX as comp from we and down, airline entertainment in hit the increase multi-tier return driven XX% growth. our assembly We pick Vision American in prior fleet. American expect combined aviation mainline increase have up the the expect arrangement. a for revenue the it service XXXX narrow-body the we was up segment. the ATG drives Delta pricing one-time our to ATG pricing appropriate revenue it elected de-installations with instead Though American linefit under which previously session American AD product. of and It’s than service price new Gogo in service a Touch model this quarters. again over product AXXX much IFC upgrading that an X% beautiful was messaging of line. entertainment cool XKu prior Operationally, satellite That new multi-tier with and Airlines because When And cabin take delivery, view when lower seatback up this online up from jet to free and levels and mainline really strong strong cost product XXX include anomaly, ATG of X.X% all both installed product, slow per next in brings quarter products. XKu XX% X% note entertainment revenue And revenue lost but because of because analyzing start our aircraft each by the other reaching revenue as
note conference airline satisfaction at contributor in On of to availability significant Airlines for our the solid the even a drove and every XKu and measured by Delta mentioned quarter, that front, had increases was Gogo Skift by as should XX% high customer Bastian, which that the become promoter Ed month Gogo our in scores a CEO net NPS. I Delta’s partners. the system
involved such delivering million significantly. product to post-launch, for product, in On sign-in including process. the been estimate development than I Apple last implementing the $X user the rate team experience in grow has in One we and friction devices And discussed our to its increased more revenue agile testing started demonstrate projects year. based remove by captive which on that a improvements front our QX, portal call, we did take new
us behind American significant expect costs segment As also as next CA-NA, profit Gogo from to and we deicing improvement pressure the as costs reduce will we and Airline but be XKu quality our revenue de-installs look initiatives on we further. improvement continue, cost and STC in year expect forward many our cost XXXX to structure
growth let to of me CA turn Now, ROW, Rest engine. or our World
days building QX this we X% our We In to we of installed are at the grown and end started very of share proud our of early ROW QX business in the with and results XXXX, that aircraft XX.X%. of to-date. year have market
quarter, our service nicely satellite the saw operating and other and on up was leverage revenue For operating we costs.
later, airlines going XX the to had the $XX,XXX aircraft online than year started ARPA. In versus new the aircraft. The XXX Air leaving some class more XKu at the aircraft ARPA roughly Air than and airlines than which same installed next together great XXXX our Canada ROW existing we in QX, a are we will the to an Iberia, ROW to year, get KLM, Airways, in as future In International, world with success quarter, we backlog. or We in our activated airlines to that France class which which of for and XXXX to revenue-generating installing with prior had these are ROW ROW more expect XXX Pacific, install very into levels Cathay $XXX,XXX this XXX year were and excited new us in Virgin to perform installing be satellite represent Australia XXX airlines. another roughly including about more in British ROW customers world key
to service for next revenue demand strong scale Looking expect and we we year behind Total downside ROW, the are year’s on be that in timing service expenses, airlines has all roughly meet ahead CA across costs operating installs, growth we costs to installation we and new outpace flat. CA to growth we which to of on the impact expect of a plan, growth on expect service as this excluding revenue.
Airbus teething variety delays lowering for a kitting pains reasons, of the scheduling location in airline which placement year. our of and aircraft We installed by vendors, emergency we and ACe transponder our XXX are including shipping, to airline aeros concerning guidance to resolve our engineering issue XXX issues, year. for have expect occurred an by Install the program delays behind international OEM next radar, Airbus early will
positive the American new QX, in three the On GOL and AXXX-XXX. Boeing we including XXX-XXX, had XXX-XXX Air France the inductions side, the –
We XXXs X installs industry close a year scheduled our to pace the years. Boeing QX a for us installations first are California. is of very global row, induction because have very other for Victorville, we which by in delays excited has it’s we as achieved third is about Canada This XXX. important player our In serviceable XX ROW more first Boeing installed BXXX-XXX in the this to matched. the being year that next our Air services Despite XXX roughly have year in our no
deicing on would Now, I you to like our progress. update
As fix deicing. modifications have our in we last levels to mentioned we call, of three
The addition plates fuselage modification and holes the of first decompression the the and deflector the of drainage to of the two [indiscernible] components, has inside the [indiscernible].
We it in deicing tested will events. solution eliminate feel of that properly installed high range extensively the XX% all have if this and
is a bottom antenna the itself. The second on modification cover
will modifications covers finally, approach as need than first if for proves does third testing more cover not the more we or further effective customers may them should top work a solution, solutions. only the rollout either be top install request. of And a Importantly, to the other we these we
our XX% had the modification the Delta Thanksgiving. our this aircraft important Airlines North thank North We would fleet installed of of with first American having As collaboration yesterday, airline anticipate by of and to like their installed partners we XX% especially American project. on for
that’s Georgia. serve us market and just business at industry think move And opposed to to a had also special more We world, capacity. have Now, doing. topics Ka. clear proof are Two don’t be airline do debate starting To because versus Jackson radiofrequencies. been Ka significantly the to. in that Airport going six no Ku wanted busiest Today, I the abundant at the we limited if the a will at with are am Delta and XX It interest are difficult is busiest me Atlanta than address International want airport Airlines some the To needed we that today, quite Three going about Ka to so with happen model the Hartsfield the and not days I spot old and and very XXX old in you investors, soon. beams are system XX% have primarily XX% Atlanta, the beams about it���s add the we megabits part Atlanta if cover a a have in user serving flights. more systems, per Ka serve radiofrequency. there We ample add in be more beams with some three in total, of to hit region. wide satellite home and second that In of than to internet And to Ku day those twice opportunity will of it. out speed we we cheaper the of capacity is Atlanta would XX availability are that close satellite another Ku, region. and way to to you there. four
pursue there. go is technologies potential upgrade options cost want components roadmap. we Our different XKa system low providers technology it. ecosystem our and so design relatively to world product victim change not we our technological approach our be adopted with a work engineers it’s modifying change to agile to want Ka. technologies And that our architecture a open of at that can about think we affordable with Central that if vendors rapidly top vendors to installations in our evolve. And constant of we that’s modular to maintain path on are an frequent if as of multiple have to and our contact so in important with we have conversations where We had XKu why we to all
than We migrated to and service We XXXX migrated digital have. this cell with in with back different has the Ku. strategy. then to ‘XXs of the and we technologies analog to company started have in industry more then XXXX been Iridium successful to XXXX different ATG two satellite service No very and and IFC flavors in ATG in now
our proven have agility. we So
comes directed hurt that have price now CASM, to an migration make cost also to or question by thing Another airline getting understand airline. the switch, it’s I that available the so. to When is problem the charge point industry. has check a the important revenue to that up airline a in which been about lot would But airline a the AD AD. key with new is check true out writing metric to directed and a our added that at from whether threat model the a for not had seat a It’s right necessarily predetermined done that the move have that the goes all best a airlines is they American’s is airline per mile Gogo.
fact started to back In turnkey. airlines the realize about moving CASM are to the have issue some us and talking
service has that topic recent up provide desire weeks fleet. Delta’s in to Another in free their is come
and growing been both have other very in have offer that partnerships revenue free those successful We airlines parties. for service
will free Delta happen. will We We are and make fully and ultimately customer think good Gogo. be for both supportive to and to of take rates we’re which with free already that them drive for Delta’s move working that satisfaction,
are who a fear they potential to like starting BA I’m to it's vulnerable out attack to is planning some Next-Gen has that who rolling business concern a from announced product. similar of cash-generative investors, a competitor, because our this I’d Finally, very going with on spend time become some ATG. Gogo address a topics for couple major
I further, we a formal that can ATG. made to any of Next-Gen we to deploy discussion proceed to The it is make decision clear make effectively and want if go I need have clear that to. point with we quickly Before not this very
As denial project, on the Commerce September. test ZTE, order we’re in the again a vendor its of lifting Department to against of major a result start able flights
the our a of year now test a have Colorado, performing a than XX predicted Michigan and production levels to more between is by flight, models and towers We ago. computer the testbed system
of the on build air not throughput our the second, per kilometer to we impact – CapEx XXX range perhaps With Some to key ATG of times throughput needs from a to a and have The direct the more in our of because coverage the system, ATG years out very tower current metrics of last of building one because networks, of to XX to the most mean the phase importantly, power the LTE performance enables peak do. include range it of that megabits the really three and average approximately critical times than proprietary more the our point it's us traditional network has a about is range protocol extend modified performance easy aircraft. experience approaches. from XXX the
further advantages, begin with which to we greenfield need build have We the that towers. don't fact out
back-haul about and antennas base will co-locate for to our towers, at we alike. already have existing power two-thirds ATG stations, Next-Gen able generators and transceiver We where be our shelters of
of encounter will XG on In because leverage users sessions flips license this when network areas. to We available. software, ATG a system center, There as interference maintain network. to a is for been no not several densely this much back importantly, X.X leverage unlicensed years staff, populated most will spectrum. will us. backup the be one network phone back having case, perhaps start-up have session, XXX-megahertz able simply R&D will flip users user XG spectrum important last our XG system, centers, point when be our and also lose other is existing and If most interference. is their data and operating they This does core is in behind existing from noise to and system project We've our our working the
larger nice approval complete and the next end first process, to be However, the until our it should of [indiscernible] which should fly we for quarter commercial regional commit product by will phase over jet this aircraft the Preliminarily roll-out mid-size we complete for customers a we phase, our United business year. step-up that and the of not looks States. product like
Gogo three primarily and that expense calls with and our plan. our In an on our we operationally had for QX finish was X-year me plan an update very for on progress revenue growth made focused IBP let projections made the in flow to the airlines. original to of conservative we’ve going certain XXXX Gogo subsidies Now XXXX we to order original noted provided the satcom and that plan on level anticipated focus fronts we’re than plan. on drive in improving that said order At we plan all in positive XXXX to also give we time, on cash sooner those to that the – of Gogo
rate at take We’ve original XXXX for XX.X% On growth XKu third-party rate driving as in significant the further the improved, seen the fact, service a prospects. Gogo in we revenue, take performance enhances made projected had XX.X% plan. which and is rates in progress we’ve take our in deals, revenue strong which ex-America. also revenue almost front revenue QX, XXXX And in we has
looking of on per result raised our passenger basis for the paid current a future third-party run-rates and airline, internal plan. for have a as streams, airline X-year So revenues in at we projections revenue
for On megahertz future front, pricing the original costs the project in contracted current our satcom we to plan, use needs. XXXX
dramatically we current the to answer planning an Satcom few new ATG analysts us our satcom IBP plan, things the wanted will about reduce much providers was the migrating process, And megahertz whether costs online our over of lower and Given that which for I capacity and years some raised of margins? expect accordingly. no. one spend moment have grasp play issue address and part operating satcom projected is between and state next have our our coming reduced satcom our from
nature utilization get leverage spend. grows network and data of positive and our ability the line today operating to positive are margins therefore us costs data quite fixed and a will on as are get in satcom margin below give operating and lot more the Our satcom
satcom, data percentages not So we will margin but shift to automatically. down come as slightly, more
Finally, for equipment subsidies future in about fees lower reducing us in have entered service into terms. front, contract several subsidy or today negotiations changes on the airlines with return other
if you negotiations. We QX we those even declining made will note on net by reducing as when has evidenced in I of should are appropriate deals, and update for XX% that Gogo investment before progress QX any this substantial from of aircraft subsidies negotiating our to this year year.
these As we our a discussed. have result Gogo positive the trends of just reflect plan updated XXXX changes, I to
all going now, X-year not years the substantial long-term over are it I We plan period. Thank very leaves to increases cash that will turn And today, specific revised say in will throughout positive provide us a with the and balance you in guidance numbers. EBITDA the to Barry includes but much. cover X to
