United Spotlights Starlink Wi-Fi in New Big Game Ad as Airline Completes Installation on 300+ Regional Aircraft
Rhea-AI Summary
United (NYSE: UAL) has installed Starlink on more than 300 regional aircraft in under a year and expects to equip an additional ~500 mainline planes by end of 2026, bringing the fleet total to over 800 Starlink-equipped aircraft.
More than 25% of daily departures (about 1,200 flights) now have Starlink; United flew >7 million passengers on Starlink planes across >129,000 flights, powering 3.7 million devices, and says Wi-Fi satisfaction on those aircraft nearly doubled. United will air a Big Game ad on Feb 8 highlighting the service.
Positive
- Installed Starlink on >300 regional aircraft in under one year
- Plans to equip ~500 mainline aircraft by end of 2026, totaling >800 planes
- Starlink on >25% of daily departures (~1,200 flights), increasing coverage
- Reportedly flew >7 million passengers on Starlink-equipped flights (129,000 flights)
Negative
- FAA approval still required for installations on 12+ aircraft models, creating timeline risk
- Majority of mainline fleet remains to be equipped; >500 mainline installs still outstanding
- "High-speed" claim references independent Ookla Q4 2023 data, not current in-source testing
News Market Reaction – UAL
On the day this news was published, UAL gained 4.92%, reflecting a moderate positive market reaction. Argus tracked a peak move of +6.0% during that session. Our momentum scanner triggered 22 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $1.71B to the company's valuation, bringing the market cap to $36.57B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
UAL was down 1.56% while key peers showed mixed performance: DAL (-0.47%), LUV (-2.09%), AAL (-0.67%), ALK (-3.18%), and CPA (+3.33%). With no peers in the momentum scanner and no same-day peer headlines, the move appears more company-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 27 | Route expansion | Positive | -3.5% | Record 750 daily ORD flights and expanded summer schedule announced. |
| Jan 20 | Earnings results | Positive | -4.3% | Q4 and full-year 2025 EPS and revenue beat expectations with record revenue. |
| Jan 14 | Product enhancement | Positive | -3.2% | Launch of preordered fresh Economy meals on flights over 1,190 miles. |
| Jan 05 | Earnings webcast | Neutral | +1.7% | Announcement of timing for Q4 and full-year 2025 results webcast. |
| Dec 16 | App feature update | Positive | +4.4% | New app tools like Virtual Gate and real-time bag tracking before holidays. |
Recent UAL news has often been operationally or financially positive yet followed by negative one-day price reactions, suggesting a pattern of selling into good news, with only occasional positive alignment.
Over the past several months, UAL has highlighted multiple growth and product initiatives. On Dec 16, 2025, it rolled out major mobile app enhancements and the stock gained 4.44%. However, other positive announcements saw selling pressure: record Q4 and full-year 2025 results on Jan 20, 2026 coincided with a -4.34% move, while a record Chicago O’Hare schedule on Jan 27, 2026 saw shares down 3.45%. The current Starlink Wi‑Fi milestone fits into this pattern of customer-experience upgrades amid mixed short-term price reactions.
Market Pulse Summary
This announcement underscores UAL’s push to differentiate on onboard connectivity, with Starlink already on 300+ regional aircraft and targeted for 800+ planes by 2026, covering over 1,200 daily departures. Historical news flow shows a steady focus on operational upgrades and customer-facing technology. Investors may watch how higher Wi‑Fi satisfaction and usage across 7 million passengers and 3.7 million devices interact with broader financial metrics and capital structure decisions disclosed in recent filings.
Key Terms
wi-fi technical
faa regulatory
AI-generated analysis. Not financial advice.
United has installed Starlink on most of its two-cabin regional fleet – more than 300 airplanes – in less than a year, and expects to have it onboard more than half of its mainline fleet – an additional 500 aircraft – by the end of 2026
United uses the biggest advertising stage in the world to demonstrate what's now possible at 30,000 feet thanks to Starlink Wi-Fi – like streaming live sports, playing online games and more
More than
Today, more than
United is marking this milestone during the Big Game on February 8 with a new broadcast film that brings to life how Starlink redefines the onboard Wi-Fi experience. The creative draws inspiration from space travel, as customers onboard a United flight watch live sports, play online games, check in on their home security cameras and more – all things that historically haven't been possible with traditional inflight satellite Wi-Fi. The voiceover, which has a tone that mimics a conversation between ground control and the cockpit, underscores the transformation: "It's Wi-Fi that actually works? That's one giant leap for inflight Wi-Fi."
"We are focused on what we call 'travel truths' in our advertising, so with this spot we wanted to recognize the truly giant leap Starlink Wi-Fi represents for our customers and what is now possible. Starlink is transforming the inflight experience on United planes with reliable connectivity that enables everything from productivity to streaming the biggest football game of the season," said Maggie Schmerin, United's Chief Advertising Officer.
The ad will air in local markets including
"United customers are loving the new Wi-Fi experience onboard our Starlink-equipped aircraft," said United's VP of Digital Technology, Grant Milstead. "We're rolling out Starlink at an unprecedented speed and scale, and our milestone for our regional fleet is just the beginning – with more than 500 mainline aircraft expected to be equipped by the end of 2026. This is all part of our commitment to bring this innovative service to our entire fleet."
United's customer satisfaction scores for inflight Wi-Fi have nearly doubled on aircraft equipped with Starlink, with travelers specifically calling out benefits like gate-to-gate connectivity, reliable service and onboard streaming.
This year, United plans to accelerate the Starlink roll out to its mainline feet, adding seamless, gate-to-gate connectivity to hundreds more planes. In collaboration with Starlink, the airline will seek FAA approval for installation and safe, reliable operation of the new system on more than a dozen different aircraft models, including the Boeing 737-900ER, the Airbus 321 family and Boeing 777s.
For more information, visit united.com/starlink.
*Based on independent Ookla Speedtest Intelligence data from Q4 2023. "High-Speed" defined as median download speeds above 100 Mbps per same.
About United
At United, Good Leads The Way. With
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SOURCE United Airlines