RIP Viasat

Everybody saw this coming for years. This is where inaction and denial get you. Who will be held accountable for losing a marquee customer? Spoiler alert - noone.

https://www.theverge.com/2024/9/13/24243594/united-airlines-free-starlink-wi-fi-connectivity

Thought I'd share this delicious email from Gooroo exactly one year ago on September 14, 2023 when he thought he was pretty clever.

"Starlink is losing the mobility market: They have built a network that is poorly suited to serve the concentrated nature of demand across mobility markets, and will increasingly have stranded capacity, or capacity over areas with little or no demand, as they scale. Customers seem to understand this; for example, Viasat has won large airline deals over Starlink, and we are expanding this market further. Despite our advantage, we must continue to innovate and differentiate to remain ahead of the competition. "

Comment! It's anonymous!

55 replies (most recent on top)

I heard Guru is negotiating a deal to be the only tech company to use the Rube Golberg name as a brand.

He's parroting what MD said in the past with the "market is so big there will be multiple winners" line. That's what losers say.

“Viasat said it does not expect any material changes to its financial outlook based on United’s Starlink announcement.”

Well we are hardly going to say otherwise publicly are we? United will evaluate Starlink on the fleet install and then churn from poorly-performing GEO solutions like ours

Now we know whose gonna be let go in the next round of RIFs. Anyone working on IFC better update their resume.

Much ado about nothing.

Viasat said it does not expect any material changes to its financial outlook based on United’s Starlink announcement.

“Based on our understanding we believe our current contracted aircraft and contracted backlog will remain in service through the remaining years of our contract with United Airlines,” Viasat spokesperson Scott Goryl said via email, referring other questions about contracts to United.

“In-flight connectivity is a large, attractive growth market,” Goryl added.

“For these reasons, it has always been competitive and given the ever-increasing demand for connectivity, there is room for multiple players.”

https://spacenews.com/united-airlines-bumps-geo-operators-off-fleet-for-starlink-wi-fi/

@def+1uuj4tpi love the greatest hits reel of everything MD has been wrong about.

Gugu and Dank remind me of the story about an air traffic controller. For the controller a mistake is a bad day at work. For the people in the airplane it's much worse.

Gowrappan couldn’t write a satcom strategy to save his life. That sound bite was written by Dankberg…who has simply been out-innovated. His comments against Starlink remind of me of the Russian sub commander in “The Hunt For Red October” who fires a torpedo at a target only to see it destroy his own sub

The airlines aren’t stupid. They know viasat is in poor financial shape and has a possibility of going out of business. They don’t want to have to tell passengers one day that they no longer offer wifi.

I guess we won’t be seeing any Guru selfies in the United terminal.

Viasat surrendered fixed rural broadband to Starlink. Now it seems they will lose IFC as well despite diverting bandwidth and most attention to that market. What a jokr

https://www.satellitetoday.com/connectivity/2016/02/10/dankberg-viasat-3-satellites-will-have-more-capacity-than-the-rest-of-the-world-combined/

Oh I know I know! It'll be we're kicking off VS4!

What will the next piece of bad news be?

It’s not that big of a deal if capacity per user isn’t perfect at the airport. The important thing is how it works when you’re using n the air.

Thread regarding ViaSat Inc. layoffs

RIP Viasat

55 replies (most recent on top)

Post a reply