Inmarsat — Investor Day (September 2014)
9 slides from Inmarsat's investor day presentation, September 2014
Slide 1: Aviation
Aviation Leo Mondale President
Slide 2: Inmarsat Aviation business at a glance
Inmarsat Aviation business at a glance Powering Aviation Connectivity Aviation is a $100m business focused on the mobile satellite communication needs of the Cockpit & Airline Cabin commercial aviation industry; from safety & operations services to passenger connectivity Cockpit Inmarsat Internet ac
Slide 3: Commercial Air Transport (CAT) market is thriving
Commercial Air Transport (CAT) market is thriving Every region holds opportunity The commercial aviation satellite-based connectivity market at ~$0.6bn (retail) has significant growth potential: • 55% of all wide-body aircraft will be connected by 2023 • Single-aisle aircraft numbers double between
Slide 4: Demand for connectivity is growing strongly
Demand for connectivity is growing strongly Passengers demand Wi-Fi in flight as on the ground Business & Consumers Source: Honeywell Aerospace Wi-Fi Survey July 2014 47
Slide 5: Market dynamics
Market dynamics Vigorous Competition in a Growing Market Gogo leads the overall cabin connectivity market with its US ATG system, but is facing strong ATG competition in the US, and for satellite services worldwide Satcom & ATG OnAir: Owned by SITA. Early CAT market entrant with significant installe
Slide 6: L-band and GX distribution channels
L-band and GX distribution channels Strong partnerships are enabling Inmarsat’s market penetration Commercial Air Transport Business Aviation CABIN COCKPIT CABIN & COCKPIT Airlines Airlines Bus Jet Operators Our vision is to build an airline-centric eco-system that delivers value to all in the distr
Slide 7: CAT growth strategy
CAT growth strategy Position Inmarsat as the global leader in passenger and cockpit connectivity Capture global, international long-haul Dominate regional, Own the Safety and Expand product portfolio to passenger services market short-haul with Operations market offer solutions for any size with GX;
Slide 8: Business Aviation growth strategy
Business Aviation growth strategy Extend our market leader position Extend very successful New product and service Maintain leadership in partner relationships with Enter general aviation offerings to all segments of safety and operations Satcom Direct, Arinc Direct, market with right business aviat
Slide 9: Product portfolio approach
Product portfolio approach Meeting needs of all aircraft, anywhere Existing product Planned product S-band/ACGC Opportunity GX + GX (Ka-band) bandwidth Hybrid services SwiftBroadband (L-band) range General Light Jets Business Business Business Bizliner Narrow Wide Body Aviation Aviation Aviation Avi