ENT

Global Eagle Entertainment Inc.

TMT


Presented:10/29/2014
Price:$11.66
Cap:$0.89B
Current Price:$0.30
Cap:$0.00B

Presented

Date10/29/2014
Price$11.66
Market Cap$0.89B
Ent ValueN/A
P/E RatioN/A
Book Value$4.40
Div YieldN/A
Shares O/S76.22M
Ave Daily Vol420,000
Short Int7.46%

Current

Price$0.30
Market Cap$0.00B
Global Eagle Entertainment Inc., a content and connectivity distribution and services company, provides in-flight video content, e-commerce, and information services for the airline industry worldwide. The company operates through two segments, Connectivity and Content. The Connectivity segment offers Wi-Fi Internet connectivity through Ku-band satellite transmissions that allow airline passengers to access in-flight Internet, live television, on-demand content, shopping, and flight and destination information. The Connect segment selects, manages, and distributes wholly-owned and licensed media content, video and music programming, applications, and video games to airline, maritime, and other away-from-home non-theatrical markets. Global Eagle Entertainment Inc. is headquartered in Los Angeles, California.

Presented by: Jose Medeiros, Co-Founder, Stonerise Capital Partners at The Excellence in Investing: San Francisco conference

Publicly traded companies mentioned herein: Global Eagle Entertainment Inc (ENT), GoGo Inc (GOGO), DISH Network Corp (DISH), Southwest Airlines (LUV)

Highlights

Mr. Medeiros is bullish on the outlook for Global Eagle Entertainment (ENT), and is long the stock. The company operates three different segments focused on in-flight entertainment: Content, Wireless In-Flight Entertainment, and Connectivity. ENT currently provides content to over 150 airlines and Connectivity and Digital Media Solutions on over 550 aircraft, and the total addressable market is huge and largely untapped (12,000 commercial jets out of 16,000 total are uncommitted at this time).

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Idea Discussion

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