Gogo Inc (GOGO) Q4 2019 Earnings Call Transcript

Gogo Inc (GOGO) Q4 2019 Earnings Call Transcript

We caution you to consider the risk factors that could cause actual results to differ materially from those in the forward-looking statements on the conference call.. And two weeks ago, we started to see a significant decline in Asia for our CA division, as US airlines cancelled flights to the region, and domestic travel in Japan declined significantly.. The week, we're seeing a more pronounced decline in US traffic, with some of our larger commercial airline customers down as much as 15%.. We also anticipate that there could be a reduction in installations and equipment revenue, as airlines cut back on capital spending.. The only good news in all this is that we see no impact on our Business Aviation segment.. As Delta will now have to pay for connectivity, Delta will want to make sure it is getting competitive pricing and competitive service levels.. May want to move to a multi-supplier model for domestic mainline airline -- aircraft.. We further believe that Delta's move to free service will be a catalyst for other airlines to provide free service, thereby, driving more demand for our product, and more revenue and cash flow for Gogo.. In the -- and the emergence