{"id":27280,"date":"2026-10-13T09:06:30","date_gmt":"2026-10-13T02:06:30","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=27280"},"modified":"2026-10-13T09:06:30","modified_gmt":"2026-10-13T02:06:30","slug":"united-ungguli-delta-ekspansi-wi-fi-starlink","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/berita\/united-ungguli-delta-ekspansi-wi-fi-starlink-27280\/","title":{"rendered":"United Ungguli Delta dalam Ekspansi Wi-Fi Starlink"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Persaingan maskapai penerbangan Amerika Serikat kini meluas ke kualitas koneksi internet selama penerbangan. <\/span><span style=\"font-weight: 400;\">United Airlines (UAL)<\/span><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=UAL&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DUAL\" target=\"_blank\" rel=\"noopener\">Cek UAL<\/a><\/b><span style=\"font-weight: 400;\">\u00a0 mempercepat pemasangan layanan Wi-Fi satelit Starlink milik <\/span><span style=\"font-weight: 400;\">SpaceX (SPCX)<\/span><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=SPCX&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DSPCX\" target=\"_blank\" rel=\"noopener\">Cek SPCX<\/a><\/b><span style=\"font-weight: 400;\">, sementara <\/span><span style=\"font-weight: 400;\">Delta Air Lines (DAL)<\/span><span style=\"font-weight: 400;\"><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=DAL&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DDAL\" target=\"_blank\" rel=\"noopener\">Cek DAL<\/a><\/b> memilih teknologi Amazon Leo yang dijadwalkan mulai diterapkan beberapa tahun mendatang.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Langkah United mulai mendapat perhatian Wall Street. Analis Jefferies menilai percepatan implementasi Starlink dapat memberikan keunggulan kompetitif bagi maskapai tersebut, terutama dalam menarik penumpang premium yang mengutamakan pengalaman perjalanan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hingga Oktober 2026, United telah melengkapi sekitar 600 pesawat dengan Starlink. Perusahaan menargetkan seluruh armadanya menggunakan layanan tersebut pada akhir 2027, ketika Delta baru dijadwalkan memulai pemasangan Amazon Leo pada 2028.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perbedaan jadwal implementasi ini membuka peluang persaingan baru, bukan hanya dalam kualitas layanan penerbangan, tetapi juga dalam mempertahankan dan menarik pelanggan loyal.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/berita\/united-ungguli-delta-ekspansi-wi-fi-starlink-27280\/#United_Percepat_Pemasangan_Starlink_di_Ratusan_Pesawat\" >United Percepat Pemasangan Starlink di Ratusan Pesawat<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/berita\/united-ungguli-delta-ekspansi-wi-fi-starlink-27280\/#Starlink_Jadi_Daya_Tarik_Baru_bagi_Penumpang_Premium\" >Starlink Jadi Daya Tarik Baru bagi Penumpang Premium\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/berita\/united-ungguli-delta-ekspansi-wi-fi-starlink-27280\/#United_dan_American_Bidik_Pelanggan_Loyal_Delta\" >United dan American Bidik Pelanggan Loyal Delta\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/berita\/united-ungguli-delta-ekspansi-wi-fi-starlink-27280\/#Delta_Pilih_Amazon_Leo_Persaingan_Satelit_Semakin_Ketat\" >Delta Pilih Amazon Leo, Persaingan Satelit Semakin Ketat\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"United_Percepat_Pemasangan_Starlink_di_Ratusan_Pesawat\"><\/span><b>United Percepat Pemasangan Starlink di Ratusan Pesawat<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">United Airlines menjadi salah satu maskapai AS yang paling agresif memperluas penggunaan internet satelit Starlink.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dalam catatan analis Jefferies, Sheila Kahyaoglu, setelah pertemuan dengan manajemen teknologi United, perusahaan telah melengkapi hampir 600 pesawat dengan Starlink, terdiri dari sekitar 300 jet regional dan 300 pesawat utama.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">United menargetkan 50% armada utama telah menggunakan Starlink pada akhir 2026. Implementasi kemudian direncanakan mencapai seluruh armada pada akhir 2027.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Laporan Inc. juga menyebut bahwa United telah melampaui 600 pesawat berteknologi Starlink pada awal Oktober dan menargetkan sekitar 1.000 pesawat pada Desember 2026.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Percepatan tersebut memberikan United posisi lebih awal dibandingkan sejumlah pesaingnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Southwest Airlines mulai memasang Starlink pada musim panas 2026, sementara American Airlines dijadwalkan memulai pemasangan pada kuartal pertama 2027.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Di sisi lain, Delta memilih Amazon Leo sebagai penyedia konektivitas satelit, dengan rencana pemasangan pada sekitar 500 pesawat mulai 2028.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perbedaan jadwal ini menjadi salah satu alasan analis Jefferies menilai United memiliki keunggulan dalam menghadirkan Wi-Fi generasi berikutnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, keberhasilan strategi tersebut tetap bergantung pada kualitas layanan yang dirasakan pelanggan serta kemampuan perusahaan mempertahankan keunggulannya ketika pesaing mulai memperluas layanan serupa.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Starlink_Jadi_Daya_Tarik_Baru_bagi_Penumpang_Premium\"><\/span><b>Starlink Jadi Daya Tarik Baru bagi Penumpang Premium\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Bagi United, Starlink bukan hanya peningkatan fasilitas internet, tetapi juga bagian dari strategi memperkuat pengalaman pelanggan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Konektivitas berkecepatan tinggi memungkinkan penumpang menggunakan layanan digital selama penerbangan dengan lebih nyaman, termasuk untuk bekerja, berkomunikasi, dan menikmati hiburan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Analis Jefferies menilai kualitas Wi-Fi dapat menjadi faktor pembeda, terutama karena pelanggan AS semakin memprioritaskan pengalaman perjalanan premium.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">United menggabungkan layanan internet generasi baru dengan peningkatan interior kabin serta fasilitas hiburan yang terintegrasi dengan perangkat seluler.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut laporan Inc., Starlink telah tersedia pada sekitar 46% keberangkatan harian United.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pada September 2026, lebih dari 5,4 juta penumpang United menggunakan penerbangan yang dilengkapi Starlink, setara dengan sekitar sepertiga total penumpang maskapai tersebut pada bulan itu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">United juga melaporkan bahwa skor kepuasan pelanggan pada pesawat yang dilengkapi Starlink lebih tinggi lebih dari 40 poin dibandingkan pesawat lainnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Data tersebut menunjukkan respons positif pelanggan terhadap layanan baru, meskipun belum secara langsung membuktikan besarnya kontribusi Starlink terhadap pendapatan maupun profitabilitas maskapai.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi investor, kemampuan United mengubah peningkatan pengalaman pelanggan menjadi pertumbuhan pendapatan premium menjadi salah satu perkembangan yang perlu diperhatikan.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"United_dan_American_Bidik_Pelanggan_Loyal_Delta\"><\/span><b>United dan American Bidik Pelanggan Loyal Delta\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Persaingan konektivitas satelit juga mulai memengaruhi strategi pemasaran dan program loyalitas maskapai.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pada 1 Oktober 2026, United meluncurkan program Switch to Better Wi-Fi, yang menawarkan kesempatan bagi anggota program loyalitas Delta dan <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=AAL&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DAAL\"><span style=\"font-weight: 400;\">American Airlines (AAL)<\/span><\/a><span style=\"font-weight: 400;\"> untuk memperoleh status keanggotaan setara di United.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Program tersebut menghapus pembatasan tiga tahun yang biasanya berlaku untuk pengajuan pencocokan status loyalitas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pelanggan yang memenuhi persyaratan dapat memperoleh status United Premier selama 90 hari pertama, kemudian mempertahankannya hingga 31 Januari 2028 apabila mencapai ketentuan pengeluaran penerbangan yang berlaku.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Untuk mempertahankan status, pelanggan perlu memenuhi ambang pengeluaran selama periode 90 hari, mulai dari US$1.500 untuk Premier Silver hingga US$7.000 untuk Premier 1K.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">American Airlines juga menawarkan program serupa melalui Instant Status Pass, yang memberikan status AAdvantage setara selama empat bulan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut United, dalam dua hari pertama peluncurannya, program Switch to Better Wi-Fi menerima jumlah pengajuan yang setara dengan lebih dari delapan hari pada tingkat normal. Perusahaan menyebut jumlah pengaju mencapai ribuan orang, tanpa memberikan angka pasti.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Strategi tersebut berpotensi meningkatkan persaingan dalam mempertahankan pelanggan bernilai tinggi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi Delta, segmen premium dan loyalitas merupakan sumber pendapatan penting. Pada kuartal yang berakhir Juni 2026, perusahaan mencatat pertumbuhan pendapatan premium sebesar 17%, sementara pendapatan loyalitas dan terkait meningkat 19%.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Delta juga menerima remunerasi sebesar US$2,4 miliar dari American Express pada kuartal tersebut, meningkat 16% dibandingkan tahun sebelumnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski demikian, dampak program loyalitas United terhadap perpindahan pelanggan dan pendapatan Delta belum dapat dipastikan. Program tersebut baru dimulai pada Oktober sehingga pengaruhnya belum tercermin dalam kinerja kuartal September.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Delta_Pilih_Amazon_Leo_Persaingan_Satelit_Semakin_Ketat\"><\/span><b>Delta Pilih Amazon Leo, Persaingan Satelit Semakin Ketat\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Berbeda dengan United yang mengandalkan Starlink, Delta memilih menjalin kemitraan dengan Amazon Leo, layanan internet satelit milik <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=AMZN&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DAMZN\"><span style=\"font-weight: 400;\">Amazon (AMZN)<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Manajemen Delta menjelaskan bahwa kerja sama tersebut mencakup peluang komersial yang lebih luas daripada sekadar konektivitas internet, termasuk integrasi layanan digital, hiburan, dan ekosistem Amazon.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Delta juga mempertimbangkan aspek biaya dalam memilih mitra teknologi tersebut.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, dari sisi kesiapan jaringan, Starlink saat ini memiliki keunggulan skala operasional.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut laporan Inc., Starlink telah memiliki lebih dari 10.000 satelit di orbit, sedangkan Amazon Leo memiliki sekitar 400 satelit pada akhir September 2026.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Amazon Leo juga belum mengoperasikan layanan internet penerbangan dalam skala komersial pada periode tersebut.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski demikian, jumlah satelit bukan satu-satunya faktor yang menentukan kualitas layanan. Kapasitas jaringan, perangkat penerima, cakupan wilayah, dan implementasi teknologi di pesawat turut memengaruhi pengalaman pengguna.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pilihan Delta terhadap Amazon Leo juga tidak berarti seluruh mitra penerbangannya menggunakan teknologi yang sama.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sejumlah anggota aliansi SkyTeam telah mengadopsi Starlink. Virgin Atlantic menargetkan pemasangan pada seluruh armadanya pada 2027, sementara Air France telah menggunakan layanan tersebut di sejumlah penerbangan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">KLM juga mengumumkan kerja sama Starlink untuk penerbangan antarbenua mulai pertengahan 2027.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dengan demikian, persaingan antara Starlink dan Amazon Leo berpotensi semakin berkembang seiring meningkatnya kebutuhan internet berkecepatan tinggi di industri penerbangan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi investor, perkembangan ini relevan untuk memantau United Airlines (UAL), Delta Air Lines (DAL), dan Amazon (AMZN), terutama terkait strategi diferensiasi layanan, pertumbuhan pendapatan premium, dan ekspansi bisnis konektivitas satelit.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, keunggulan teknologi belum tentu langsung menghasilkan kenaikan pendapatan atau harga saham. Realisasi manfaat finansial tetap bergantung pada adopsi pelanggan, biaya implementasi, dan kemampuan masing-masing perusahaan mempertahankan daya saing.<\/span><\/p>\n<div style=\"background: linear-gradient(135deg, #111827, #1F2937); padding: 24px; border-radius: 14px; margin: 28px 0; text-align: center; color: #ffffff;\">\n<p style=\"margin: 0 0 8px; font-size: 21px; line-height: 1.4; color: #ffffff;\"><strong>Starlink vs Amazon Leo, Siapa yang Unggul di Udara?<\/strong><\/p>\n<p style=\"max-width: 650px; margin: 0 auto 20px; font-size: 14px; line-height: 1.7; color: #e5e7eb;\">Persaingan United dan Delta semakin menarik dengan hadirnya internet satelit generasi baru. Pantau saham UAL, DAL, AMZN, dan saham AS lainnya melalui Nanovest, serta ikuti berita teknologi dan pasar terbaru di News &amp; Artikel Tips.<\/p>\n<div style=\"display: flex; flex-wrap: wrap; justify-content: center; gap: 10px;\">\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #7C3AED; color: #ffffff; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\" target=\"_blank\" rel=\"noopener noreferrer\">Investasi di Nanovest<br \/>\n<\/a><\/p>\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #ffffff; color: #7c3aed; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\/blog\/\" target=\"_blank\" rel=\"noopener noreferrer\">Baca News &amp; Artikel Tips \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<p style=\"max-width: 650px; margin: 16px auto 0; font-size: 11px; line-height: 1.55; color: #9ca3af;\">Investasi memiliki risiko. Lakukan riset mandiri dan pertimbangkan profil risiko sebelum mengambil keputusan investasi. Nanovest terdaftar dan diawasi oleh OJK.<span style=\"color: #333333; font-size: 14px;\">\u00a0<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Persaingan maskapai penerbangan Amerika Serikat kini meluas ke kualitas koneksi internet selama penerbangan. United Airlines (UAL)Cek UAL\u00a0 mempercepat pemasangan layanan Wi-Fi satelit Starlink milik SpaceX (SPCX)Cek SPCX, sementara Delta Air Lines (DAL)Cek DAL memilih teknologi Amazon Leo yang dijadwalkan mulai diterapkan beberapa tahun mendatang. Langkah United mulai mendapat perhatian Wall Street. Analis Jefferies menilai percepatan<\/p>\n","protected":false},"author":35,"featured_media":27281,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80,39],"tags":[74,550,28,52,549,29],"class_list":["post-27280","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-berita","tag-delta-air-lines","tag-saham-amerika","tag-saham-as","tag-united-airlines","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"United Airlines percepat pemasangan Starlink hingga 600 pesawat, sementara Delta memilih Amazon Leo. 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