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Gogo Inc. is the world's largest provider of broadband connectivity services for the business aviation market. The company specializes in delivering customizable smart cabin systems that integrate connectivity, inflight entertainment, and voice solutions. Gogo's offerings are installed on thousands of business aircraft, catering to fractional ownership operators, charter operators, corporate flight departments, and individual aircraft owners.
- Gogo BA Segment - Provides in-flight connectivity for business aviation using air-to-ground (ATG) and satellite networks, serving as the core legacy operations of the company.
- Satcom Direct Segment - Offers global satellite-based communication solutions for business, military, and government aircraft, added through the acquisition of Satcom Direct in December 2024.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Christopher J. Moore ExecutiveBoard | Chief Executive Officer | CEO of Gogo Inc. since December 2024 , previously served as President of Satcom Direct from 2019 to 2024. | View Report → | |
Oakleigh Thorne ExecutiveBoard | Executive Chair of the Board | CEO of Thorndale Farm, L.L.C. | Oakleigh Thorne is the Executive Chair of the Board at Gogo Inc. since December 3, 2024. He previously served as CEO from March 4, 2018 to December 2024 and as President from March 4, 2018 to March 31, 2022, playing a pivotal role in the company’s strategic initiatives. | |
Crystal L. Gordon Executive | Executive Vice President, General Counsel, Chief Administrative Officer, and Secretary | Crystal L. Gordon has been serving as the Executive Vice President, General Counsel, Chief Administrative Officer, and Secretary at Gogo Inc. since her role was expanded in April 2024, following her initial joining in November 2022. Previously, she held senior legal roles at Bristow Group Inc. and Air Methods Corporation. | ||
Hayden Olson Executive | Executive Vice President, General Manager, SD Government | Hayden Olson has been serving as Executive Vice President, General Manager, SD Government at Gogo Inc since December 3, 2024. Previously, he held executive roles at Satcom Direct and Erickson Incorporated. | ||
Michael Begler Executive | Executive Vice President and Chief Operating Officer | Michael Begler has been serving as the Executive Vice President and Chief Operating Officer at Gogo Inc. since January 1, 2025. He previously held roles as Senior Vice President, Gogo Product Operations (January 2018 to December 2024) and Vice President, Production Operations (February 2014 to January 2018). | ||
Zachary Cotner Executive | Executive Vice President and Chief Financial Officer | He has served as the Executive Vice President and CFO at Gogo Inc. since December 2024. Previously, he led the financial operations during the integration of Satcom Direct. | ||
Charles C. Townsend Board | Director | Managing General Partner of Bluewater Wireless II, L.P. ; Whitewater Wireless II, L.P. ; President of Pac 3, LLC (since January 2004) ; Board of Directors of CTIA (since 2017) | Charles C. Townsend has served as a Director at GOGO since 2010 and is a member of the Compensation Committee. He brings extensive telecommunications experience from his current roles as Managing General Partner at Bluewater Wireless II, L.P. and Whitewater Wireless II, L.P., as well as serving as President of Pac 3, LLC and on the Board of Directors of CTIA. | |
Christopher D. Payne Board | Director | Strategic Advisor to DoorDash Inc.; Board Member of Hims & Hers | Christopher D. Payne has served as Director at GOGO since 2014. He brings extensive leadership experience from roles at DoorDash Inc., Tinder, eBay, Amazon, and Microsoft. | |
Harris N. Williams Board | Director | Senior Managing Director of WF Investment Management LLC | Harris N. Williams has served as a Director and Chairperson of the Audit Committee at Gogo Inc. since 2010. He brings extensive experience in financial oversight and corporate governance, and he is currently Senior Managing Director of WF Investment Management LLC, among other senior roles. | |
Hugh W. Jones Board | Lead Independent Director | Board Member at Travelport | Hugh W. Jones has been a director at GOGO since 2016 and was appointed as the Lead Independent Director effective January 1, 2021. He also chairs the Compensation Committee and serves on the Audit Committee at GOGO. | |
Mark Anderson Board | Director | Managing Director and Head of the Technology, Media & Telecommunications group at GTCR LLC ; Director at Vivid Seats since 2017 ; Director at Lexipol since 2021 ; Director at CommerceHub since 2018 ; Director at Jet Support Services Inc. since 2020 | Mark Anderson has served as an independent director at GOGO since 2021. He brings extensive experience from his role as Managing Director and Head of the Technology, Media & Telecommunications group at GTCR LLC since 2000. | |
Michele Coleman Mayes Board | Director | Board Member at Brookfield Reinsurance Ltd. (since August 2023); Non-Director Member of the Special Litigation Committee at Exelon Corporation (since March 2021); Director, Vice Chair of the Board at Center for Reproductive Rights (since 2020); Board of Trustees Member at American College of Corporate Governance Counsel (since 2019) | Michele Coleman Mayes has been serving as a Director at Gogo Inc. since 2016, bringing extensive legal and governance expertise to the board. Previously, she held leadership roles at organizations such as NYPL and Allstate Insurance Company. | |
Monte J.M. Koch Board | Class II director | Director of Choice Hotels International, Inc. since March 2014 | Monte J.M. Koch has served as a Class II director at GOGO since July 17, 2024, and is recognized as an independent director serving on the Board and the Nominating and Corporate Governance Committee. |
- Based on your competitive positioning as the only multi‑orbit provider and the ongoing regulatory challenges discussed, how do you plan to sustain this differentiation against competitors like Starlink while managing emerging pricing pressures?
- With the HDX PMA delay and the remaining risk on the 5G chip bringup, how do you expect these setbacks to affect the timing of revenue recognition and margin performance in 2025?
- Given that run‑rate synergies have already reached $27 million and additional savings are expected, can you detail which specific operational improvements will drive the remaining $9 million and your timeline for achieving them?
- In light of your capital allocation strategy and the plan to resume share repurchases only after leverage falls below your target, what specific financial milestones will trigger this and how might ongoing investments in 5G and Galileo affect this timeline?
- With Satcom Direct’s performance spanning mixed revenue streams from business aviation and MilGov, how will you manage the potential margin pressure from equipment versus recurring service revenues as you evolve your revenue-sharing model?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Competes against both equipment-providers and GEO- and LEO-satellite based telecommunications service providers, as well as resellers of the above, in the business aviation and military and government markets. | |
Collins Aerospace | Competes against both equipment-providers and GEO- and LEO-satellite based telecommunications service providers, as well as resellers of the above, in the business aviation and military and government markets. |
Intelsat | Competes against both equipment-providers and GEO- and LEO-satellite based telecommunications service providers, as well as resellers of the above, in the business aviation and military and government markets. |
SES | Competes against both equipment-providers and GEO- and LEO-satellite based telecommunications service providers, as well as resellers of the above, in the business aviation and military and government markets. |
SpaceX | Competes against both equipment-providers and GEO- and LEO-satellite based telecommunications service providers, as well as resellers of the above, in the business aviation and military and government markets. |
Competes against both equipment-providers and GEO- and LEO-satellite based telecommunications service providers, as well as resellers of the above, in the business aviation and military and government markets. | |
Competes with government communications service providers and manufacturers of defense electronics products, systems or subsystems for certain contracts tendered in the military and government markets. | |
Competes with government communications service providers and manufacturers of defense electronics products, systems or subsystems for certain contracts tendered in the military and government markets. | |
Telesat | Competes with government communications service providers and manufacturers of defense electronics products, systems or subsystems for certain contracts tendered in the military and government markets. |
Competes with government communications service providers and manufacturers of defense electronics products, systems or subsystems for certain contracts tendered in the military and government markets. | |
Competes with government communications service providers and manufacturers of defense electronics products, systems or subsystems for certain contracts tendered in the military and government markets. | |
Competes with government communications service providers and manufacturers of defense electronics products, systems or subsystems for certain contracts tendered in the military and government markets. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Satcom Direct, LLC | 2024 | Gogo Inc. acquired Satcom Direct for a deal that includes $375M in cash, 5M shares of Gogo stock (≈$40.5M), and up to $225M in earnout payments, funded by $250M of debt and $150M of cash from its balance sheet. The acquisition strategically expands Gogo’s capabilities as a multi-orbit, multi-band in-flight connectivity provider, giving it access to 1,300 premium global broadband customers, enhanced market presence in business aviation and military/government sectors, and significant revenue, cost synergies, and leadership changes were also part of the transaction. |
Recent press releases and 8-K filings for GOGO.
- Gogo reported total revenue of $230.3 million (up 121% YoY) and service revenue of $198.6 million (up 143% YoY), reflecting robust growth.
- The company achieved a net income of $12.0 million and Adjusted EBITDA of $62.1 million during Q1 2025.
- The successful integration of the Satcom Direct acquisition was highlighted by its contribution of $129.0 million in revenue for the quarter.
- Key product milestones include FAA PMA approval for the new FDX antenna and progress in HDX shipments, underscoring operational achievements.
- Gogo Inc. reported Q4 2024 total revenue of $137.8 million—a 41% year-over-year increase—with service revenue of $119 million .
- The quarter recorded a net loss of $28.2 million and Adjusted EBITDA of $34.0 million, reflecting significant transaction-related expenses .
- Strategic initiatives include closing the Satcom Direct acquisition on December 3, 2024 and receiving FAA PMA for the Galileo HDX antenna , while progress on a 5G product launch with shipments and early revenue is expected in Q4 .
- Forward guidance for 2025 projects revenue of $870–910 million, Adjusted EBITDA of $200–220 million, and free cash flow of $60–90 million, underscoring ongoing synergy realization and strategic investments .