Oct. 4 at 8:31 PM
$GILT More airline wins for Panasonic’s multi-orbit IFC using Gilat/Stellar Blu’s ESA. One airline already installing. Stays committed to the Stellar Blu ESA even as it adds an Intellian LEO-only option. Eyes 2027 for its line-fit service debut.
This de-risks commercial adoption and keeps the rerating case intact.
FY-25: Minor Q4 revenue boost on Initial kits/services installations for one carrier underway.
FY-26: The bulk. Broader retrofit cadence through 2026. SES targets Boeing line-fit offerability by 2026 for certain fleets (e.g., JAL 737 MAX).
FY-27: Panasonic’s own line-fit launch (factory installs begin).
💎🙌🧘♂️
https://runwaygirlnetwork.com/2025/10/panasonic-secures-more-airlines-for-gilat-esa-based-multi-orbit-ifc/