Foreflight and jeppeson sold for 10.55billion!

I would expect the prices to increase. PE will invest for a 4-6yr period with a goal to grow the asset via organic and acquisitional means then sell it at a profit. I would not think that acquisition of other EFB's would make a significant contribution to growth (of course, assuming the could not acquire Garmin Pilot) so that growth will have to come from improving operating efficiency, increased sales and/or increased prices. The low hanging fruit is increased pricing. It may prove a boon to Garmin if price increases drive more users to GP, and then Garmin can increase the price of GP....;).
 
Ford wasn't the first to invent the car, but they were the first to dominate the market. ForeFlight may not have been the first, but became dominant / market leader with a good product. Being "Top of Mind" / First Mention when thinking about any product with a good reputation is extremely valuable in sales/marketing.

Brand Equity = Awareness X Purchase Intent (product performance is a key part of PI)
Yeah, I think people generally overestimate the "first mover advantage" and forget that it more often means that the fast followers don't have to spend money making mistakes. They can learn from the mistakes the first mover already made. Moreover, this is often even true when the company that was the first mover eventually wins, but the original investors get either literally or effectively zeroed out by the subsequent investment rounds needed because of the mistakes.
 
Didn't know Jeppesen did all of those things - learn something new every day. As far was which culture will prevail, from my past experiences the larger company often is the dominant. That is, in a few years you'll essentially be interacting with Jeppesen customer service and product development on all things ForeFlight.
ForeFlight has been working with Jepp for a long time. Their existing relationship with Jepp was the reason that Boeing ended up purchasing ForeFlight.

Also, Jepp at least seems to know what they don't know. Their EFB product was pretty bad, as I understand it, until they got ForeFlight to revamp it.

IMO FF cannot raise their price significantly without losing market share. On the high end, they do not offer any more capability than Garmin Pilot, and GP has a significant advantage with hardware tie-in.
Disagree. You're coming at this from the small GA perspective. The growth areas they're already playing in are military and 135, and if they can make some inroads in 121 that's a huge growth area.

They already own the small GA market. Thoma Bravo did not buy ForeFlight to sell to you and me.

Now, ForeFlight already offers a LOT more capability than Garmin Pilot when it comes to crewed operations via ForeFlight Dispatch. I would expect Thoma Bravo to flesh that out further by purchasing one of the scheduling/maintenance products like FlightDocs and putting them together. It shouldn't be too difficult, as ForeFlight already has an API and can integrate with several schedulers.

The good news is, that focus won't negatively affect the small GA market. I would expect that from our perspective, the trajectory will be largely the same.

They also deliberately limit their market by only supporting iOS.
Not at all. It's a bit of a chicken and egg thing, but among pilots, far more own an iPad than an Android tablet, largely because ForeFlight only works on the iPad and Garmin Pilot is better on the iPad than on Android. If ForeFlight had an Android version, they wouldn't get a bunch of new customers, they'd just get customers that currently have an iPad and would rather have an Android. So, they'd have to make a MASSIVE investment, but they'd still have largely the same customer base. It makes zero business sense to do an Android version unless and until those conditions change.

I would expect the prices to increase. PE will invest for a 4-6yr period with a goal to grow the asset via organic and acquisitional means then sell it at a profit. I would not think that acquisition of other EFB's would make a significant contribution to growth (of course, assuming the could not acquire Garmin Pilot) so that growth will have to come from improving operating efficiency, increased sales and/or increased prices. The low hanging fruit is increased pricing. It may prove a boon to Garmin if price increases drive more users to GP, and then Garmin can increase the price of GP....;).
Thoma Bravo's MO is strategic acquisitions to drive growth. Like I said, I think they're going to purchase some developers of other aviation products that aren't EFBs, and use those assets to get further into the 135 and military markets and to make a push into 121.
 
Just got the word...for the time being, everyone's staying in the current offices. Here's the new sign outside the office.

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ForeFlight has been working with Jepp for a long time. Their existing relationship with Jepp was the reason that Boeing ended up purchasing ForeFlight.

Also, Jepp at least seems to know what they don't know. Their EFB product was pretty bad, as I understand it, until they got ForeFlight to revamp it.


Disagree. You're coming at this from the small GA perspective. The growth areas they're already playing in are military and 135, and if they can make some inroads in 121 that's a huge growth area.

They already own the small GA market. Thoma Bravo did not buy ForeFlight to sell to you and me.

Now, ForeFlight already offers a LOT more capability than Garmin Pilot when it comes to crewed operations via ForeFlight Dispatch. I would expect Thoma Bravo to flesh that out further by purchasing one of the scheduling/maintenance products like FlightDocs and putting them together. It shouldn't be too difficult, as ForeFlight already has an API and can integrate with several schedulers.

The good news is, that focus won't negatively affect the small GA market. I would expect that from our perspective, the trajectory will be largely the same.


Not at all. It's a bit of a chicken and egg thing, but among pilots, far more own an iPad than an Android tablet, largely because ForeFlight only works on the iPad and Garmin Pilot is better on the iPad than on Android. If ForeFlight had an Android version, they wouldn't get a bunch of new customers, they'd just get customers that currently have an iPad and would rather have an Android. So, they'd have to make a MASSIVE investment, but they'd still have largely the same customer base. It makes zero business sense to do an Android version unless and until those conditions change.


Thoma Bravo's MO is strategic acquisitions to drive growth. Like I said, I think they're going to purchase some developers of other aviation products that aren't EFBs, and use those assets to get further into the 135 and military markets and to make a push into 121.
They're already in the 121 market. Years ago, on a flight from Denver to someplace (I don't remember where) I ended up sitting with 2 Southwest pilots. All 3 of us has iPads, I had FF, they had Jepp. I have no doubt they went to FF as soon as Jepp bought it.
 
Just got the word...for the time being, everyone's staying in the current offices. Here's the new sign outside the office.
Do you work for FF? Or just know people that do? (Just curious.)
 
Do you work for FF? Or just know people that do? (Just curious.)
Worked for Boeing then moved down the street to Jeppesen, left in the mid 2000s. After 2 "purges" at Jeppesen, I know very few people, but see two of them every week or so for EAA Young Eagles or Civil Air Patrol.
 
Worked for Boeing then moved down the street to Jeppesen, left in the mid 2000s.
Have a friend that worked for Jepp out of NYC, probably around then (Product Mgr). I think she saw the writing on the wall and moved on.
 
…:Disagree. You're coming at this from the small GA perspective. The growth areas they're already playing in are military and 135, and if they can make some inroads in 121 that's a huge growth area.….
The biggest EFB growth market even isn’t inside the US.

If I were looking for the next growth market is the US, it would be the UAM and .mil UAS markets and those two have vastly different planning requirements than even their closest cousins in the helo land. But it can be done.
 
They're already in the 121 market. Years ago, on a flight from Denver to someplace (I don't remember where) I ended up sitting with 2 Southwest pilots. All 3 of us has iPads, I had FF, they had Jepp. I have no doubt they went to FF as soon as Jepp bought it.
I wouldn't be so sure. The Jepp product still exists, and I think it's much more widely used in the 121 world than ForeFlight. In fact, I'm not aware of a single 121 that uses ForeFlight; there is some work to be done to bring it to carriers of that scale that is more related to the back-end,

The biggest EFB growth market even isn’t inside the US.
...While true, I think the 135/121 type focus still applies. ForeFlight has been pushing into the small GA market internationally, slowly but surely, for a while. There's definitely a lot more percentage growth to be had there, but recreational GA is an even smaller piece of the pie internationally. I expect they'll continue to flesh out product offerings internationally while working on air carrier infrastructure and air carrier/military focused features.

The good news is, we can go along for the ride. We won't have as many new features as air carrier/mil folks will, but that's nothing new - ForeFlight is a very mature product and has been for a while, so you're not going to get groundbreaking new features every month.
 
The Jepp product still exists, and I think it's much more widely used in the 121 world than ForeFlight. In fact, I'm not aware of a single 121 that uses ForeFlight
Interesting, with the Boeing, Jepp and ForeFlight all connected, I would have thought FF would have been pretty common in 121 (& 135). Especially with JeppFD being discontinuing a couple of years ago.

I'll have to check with a friend that flies for Republic, but I thought he had said they were using FF. (Any 121 folks here that either use FF or know of other carriers that do?)
 
We used Jepp FD Pro. And WSI weather brief. We had Fore Flight for a year or so as a backup to FD Pro. Then we actually had 2 different FD pro programs installed. In case one got blotched with an update and that did happen a time or two.
 
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