What is in-flight connectivity and why is it becoming such a big deal?

In-flight connectivity refers to internet access and entertainment services available to passengers on aeroplanes — think Wi-Fi, streaming video, and music. For a long time, in-flight internet was slow and expensive. But advances in satellite technology now make it possible to deliver fast, reliable broadband at cruising altitude. Airlines are investing heavily in these upgrades because passengers increasingly expect to stay connected, work, or watch their favourite shows even while flying. It has become a key way for airlines to attract and retain customers.

What is a satellite broadband provider and how do they fit into this theme?

A satellite broadband provider is a company that beams internet signals from satellites orbiting the Earth down to receivers on the ground — or in this case, on aeroplanes. Companies like ViaSat, Gogo, Iridium, and Telesat build and operate these satellite networks. Airlines pay them to install and use their technology, creating long-term, subscription-style contracts. As more airlines upgrade their fleets, demand for satellite broadband services is expected to grow significantly.

How do streaming companies like Netflix and Spotify benefit from better in-flight Wi-Fi?

When passengers have access to fast, reliable Wi-Fi on a flight, they are much more likely to open apps like Netflix, Spotify, or other streaming services to pass the time. This means more viewing hours, more active subscribers, and potentially more advertising revenue for these platforms. With millions of flights taking place every day, better in-flight connectivity could unlock a huge and consistent source of audience engagement for digital media companies.

What does 'thematic investing' mean and how does this group of stocks work?

Thematic investing means grouping stocks together based on a shared trend or idea — rather than just picking stocks from the same industry. This group, for example, spans airlines, satellite companies, and streaming platforms. They all benefit from the same underlying trend: the rapid improvement of in-flight connectivity. By investing in a themed group like this, you get exposure to multiple parts of the same story at once, which can help spread risk while keeping you aligned with a specific opportunity.

What is a B2B contract and why does it matter for companies in this group?

B2B stands for 'business-to-business', which simply means one company selling a product or service to another company rather than directly to everyday consumers. In this theme, satellite and connectivity providers sell their services to airlines — that is a B2B relationship. These contracts tend to be long-term and high in value, providing the winning companies with a stable, predictable stream of revenue over many years. That kind of revenue visibility can be very attractive for investors.

What is market capitalisation and why is it listed for each stock?

Market capitalisation — often shortened to 'market cap' — is simply the total value of a company as measured by its share price multiplied by the number of shares in existence. It gives you a quick sense of how large a company is. A company with a very large market cap (like Netflix) is considered well-established, while a smaller market cap company (like some of the satellite start-ups in this group) may be earlier in its growth journey and could carry more risk — but also more potential upside.

What is a dividend and which companies in this group might pay one?

A dividend is a regular cash payment that some companies make to their shareholders, usually paid out of their profits. It is a way of sharing the company's success with investors. Not all stocks pay dividends — especially younger, high-growth companies that prefer to reinvest profits back into the business. In this group, you will see a 'Dividend Yield' and 'Dividend Payment Date' listed for each stock, so you can easily see which ones pay dividends and how much they offer.

16 handpicked stocks

Aviation Wi-Fi Upgrades | A Full Industry Overview

American Airlines is actively negotiating with Starlink and Amazon to overhaul its onboard Wi-Fi and seatback entertainment systems. This broader industry shift toward premium passenger connectivity creates compelling opportunities for satellite infrastructure providers and digital content platforms.

Jamie Dutta | Financial Market Analyst

Published on March 27

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Netflix, Inc.

NFLX

Current price

$93.32

As in-flight connectivity improves, Netflix stands to benefit significantly from increased passenger streaming during flights.

Delta Air Lines Inc.

DAL

Current price

$66.86

Delta Air Lines is pioneering the passenger connectivity revolution by rolling out fast, free Wi-Fi across its aircraft network.

United Continental Holdings, Inc.

UAL

Current price

$92.53

United Airlines is heavily investing in satellite-based Wi-Fi upgrades across its fleet to meet premium passenger connectivity demands.

Boeing Company, The

Current price

$194.36

Gogo Inc.

GOGO

Current price

$4.52

ViaSat, Inc.

VSAT

Current price

$47.83

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Your Basket's Financial Footprint

This basket's total market capitalisation is $870.20B and is anchored by a few very large-cap constituents that dominate its profile.

Key Takeaways for Investors:

Large-cap dominance generally implies lower volatility and more stable, broad-market-like performance versus smaller-cap baskets.
Best used as a core holding for diversified portfolios, not as a tactical, high-risk speculative position.
Expect steady, long-term appreciation rather than rapid short-term gains; growth is likely slower but more predictable.

Total Market Cap

NFLX: $394.01B
DAL: $43.67B
UAL: $29.98B
Other

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

≈

In 12 months it might be worth:

$1,000.00

+18.78%

≈

About This Group of Stocks

Our Expert Thinking

Airlines are no longer just selling seats — they are selling experiences. As major carriers race to offer fast, reliable in-flight Wi-Fi and premium entertainment, a wave of investment is flowing into the companies that make it all possible. This group captures that modernisation cycle, spanning satellite networks, streaming platforms, and the airlines leading the charge.

What You Need to Know

This is a thematic group, meaning the stocks are connected by a shared trend rather than a single industry. It includes airlines, satellite infrastructure providers, telecoms equipment makers, and digital media platforms. Because the group spans multiple sectors, it offers broad exposure to the in-flight connectivity boom while spreading risk across different types of businesses.

Why These Stocks

These stocks were handpicked by professional analysts to reflect the full ecosystem behind aviation's connectivity revolution. From Gogo and ViaSat powering airborne broadband, to Netflix and Spotify ready to stream to millions of passengers, to Boeing embedding next-generation antennas into new jets — every company was chosen for its direct and meaningful role in this fast-moving trend.

Group Performance Snapshot

18.78%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 18.78% over the next year.

12 of 16

Stocks Rated Buy by Analysts

12 of 16 assets in this group are rated Buy by professional analysts.

3.1%

Group Growth

This group averaged a 3.1% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛰️

The Sky Is No Longer the Limit

Satellite broadband providers are racing to win long-term contracts with major airlines, and the winners could see years of steady, recurring revenue. This is a trend that is still in its early innings, which means the opportunity may be larger than the market currently appreciates.

📺

Millions of Captive Viewers

Every time a passenger settles into their seat at 35,000 feet, they become a potential subscriber. Streaming giants and digital platforms in this group are quietly positioned to reach an enormous, highly engaged audience that has nowhere else to go.

⚡

Competitive Pressure Is Forcing Action

When one airline upgrades its Wi-Fi, rivals have no choice but to follow. This domino effect is already underway, and the companies supplying the technology behind these upgrades could be sitting on a wave of accelerating demand.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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Aviation Wi-Fi Upgrades | A Full Industry Overview

Top Picks from This Group

Your Basket's Financial Footprint

12 Month Growth Potential

About This Group of Stocks

Our Expert Thinking

What You Need to Know

Why These Stocks