Earnings summaries and quarterly performance for Gogo.
Executive leadership at Gogo.
Christopher J. Moore
Chief Executive Officer
Crystal L. Gordon
Executive Vice President, General Counsel, Chief Administrative Officer, and Secretary
Hayden Olson
Executive Vice President, General Manager, Satcom Direct Government
Oakleigh Thorne
Executive Chair of the Board
Zachary Cotner
Executive Vice President and Chief Financial Officer
Board of directors at Gogo.
Research analysts who have asked questions during Gogo earnings calls.
Scott Searle
ROTH MKM
4 questions for GOGO
Louie DiPalma
William Blair
3 questions for GOGO
Sebastiano Petti
JPMorgan Chase & Co.
3 questions for GOGO
Justin Lang
Morgan Stanley
2 questions for GOGO
Ric Prentiss
Raymond James
2 questions for GOGO
Brent Penter
Raymond James Financial
1 question for GOGO
Simon Flannery
Morgan Stanley
1 question for GOGO
Recent press releases and 8-K filings for GOGO.
- SD Government (SDG), a division of Gogo, has received US Air Force Air Mobility Command (AMC) T-1 certification for its Roll-on/Roll-off (RO/RO) Beyond Line of Sight (BLOS) Tactical Removeable Airborne Satellite Communications (TRASC) capability for C-130 aircraft.
- This certification enables the immediate implementation of the TRASC BLOS solution, which integrates a Gogo Plane Simple terminal within a purpose-built housing for quick installation, providing global broadband capability to C-130 variants.
- The AMC T-1 Military Flight Release allows sister commands, partner nations (including Japan, Australia, and New Zealand), Foreign Military Sales, and various US military branches to adopt this capability, significantly expanding the market for Gogo's satellite communication solutions.
- Airspan Networks has enabled the commercial launch of Gogo's next-generation 5G Air-to-Ground (ATG) communications.
- This milestone follows successful in-air testing and validation and builds on the industry-first 5G ATG call announced in June 2025.
- The 5G ATG service, powered by Airspan’s In-Motion 5G technology, is now available for business, general, and military/government aviation operators in the contiguous United States and southern Canada.
- Gogo shipped over 300 FDX and HDX Galileo antennas by December 31, 2025, activating service on 99 of them, as part of its new global Low-Earth-Orbit satellite offering.
- The company completed installation and activation for its first revenue-generating 5G network customer in December 2025, with official launch and service revenue anticipated to begin in Q1 2026.
- Gogo achieved record-breaking Air-to-Ground (ATG) shipments of over 1,600 units, including 700+ C-1 Systems, for its FCC Rip & Replace Program by year-end 2025.
- Gogo has successfully completed flight testing and validation of its 5G air-to-ground (ATG) connectivity network for North American customers.
- The 5G network is ready to deliver high-speed, low-latency connectivity to operators in contiguous North America and Southern Canada starting in January 2026.
- During testing, the network delivered broadband speeds of more than 80Mbps download and 20Mbps upload.
- Gogo has onboarded its first paying customer and has 450 pre-provisioned aircraft poised to use the service from January 2026.
- 33 STCs (Supplemental Type Certificates) have been contracted, covering major aircraft types and unlocking a market of over 7500 aircraft.
- Gogo Inc. expects to have approximately 300 Galileo HDX and FDX antennas shipped by December 31, 2025.
- The company's 5G network is anticipated to be ready for customer launch in January 2026.
- Gogo's contract and existing business with its long-standing partner, NetJets, remain fully in place, with NetJets confirming continued support for Gogo Galileo products and 5G.
- Fleet operators, including recent announcements with VistaJet, Avcon Jet, and Lux Aviation, along with NetJets, represent a business opportunity of more than 1,000 aircraft.
- Gogo Inc. reported total revenue of $223.6 million for Q3 2025, marking a 122% increase year-over-year, with service revenue rising 132% to $190.0 million. The acquisition of Satcom Direct contributed $121.8 million to Q3 2025 revenue.
- The company posted a net loss of $1.9 million for Q3 2025, which includes a $15 million pre-tax acquisition-related earn-out accrual. Adjusted EBITDA reached $56.2 million, an increase of 61% year-over-year.
- Gogo reiterated its 2025 financial guidance at the high end of the previously provided ranges, including total revenue of $870 million to $910 million, Adjusted EBITDA of $200 million to $220 million, and Free Cash Flow of $60 million to $90 million.
- Operationally, Gogo is on track for a year-end 2025 network launch of its new high-speed 5G Air-to-Ground (ATG) network and achieved an all-time record of 437 ATG quarterly equipment shipments.
- Gogo reported Q3 2025 total revenue of $224 million and adjusted EBITDA of $56.2 million, generating $31 million in free cash flow. The company reiterated the high end of its 2025 financial guidance for revenue, adjusted EBITDA, and free cash flow.
- The company is on track for a Q4 2025 launch of its 5G network, with flight testing exceeding expectations and shipments to pre-provisioned customers beginning in early Q1 2026.
- Significant progress was made on Galileo, with the pipeline for HDX and FDX reaching approximately 1,000 aircraft. VistaJet announced plans to deploy HDX and FDX across its 270-aircraft fleet, and FDX will be a LEO line fit option for new Bombardier Challenger and Global business aircraft.
- Gogo secured new contracts in the MilGov end market, including a five-year federal contract for 5G, LEO, and GO services, and a $33 million blanket purchase agreement with SES Space & Defense. MilGov revenue is expected to grow from 13% to 20% of total revenue long-term.
- Total ATG aircraft online declined to 6,529, but Advanced AOL grew 12% year-over-year to 4,890, now representing 75% of the ATG fleet. Record 437 ATG equipment units were shipped in Q3, including 229 C1 units, accelerating upgrades ahead of the May 2026 LTE network cutover.
- Gogo has commenced flight testing its next-generation 5G air-to-ground (ATG) connectivity network for North American customers, utilizing a Pilatus PC-24 trials platform.
- The comprehensive test and validation program is expected to take 40 to 50 hours of flight time over several weeks to validate critical inflight connectivity use cases.
- Gogo anticipates achieving full service activation before the end of 2025, which is projected to trigger client activation and revenue generation in Q1 of 2026.
- The new 5G service is designed to deliver speeds of up to 80Mbps for business and military aircraft, with approximately 400 aircraft already pre-provisioned.
- Gogo's SD Government (SDG) division has been awarded a five-year federal contract to provide multi-band, multi-orbit airborne global satellite communications to a US government agency.
- The agreement, initially valued at USD$3 million, is a follow-on from prior Small Business Innovation Research (SBIR) Phase III activity.
- Awarded as a sole-source contract, it will consolidate all aero communications for the agency's fleet over the next five years, aiming to reduce procurement time and complexity.
- This contract marks the first SDG government contract to optimize the company’s integrated multi-orbit, multi-band, multi-network capabilities.
- Gogo has received the first Supplemental Type Certificate (STC) from the Federal Aviation Administration (FAA) for its Gogo Galileo FDX terminal, marking a major milestone for its multi-orbit, multi-band connectivity solution.
- The STC, generated by ALOFT AeroArchitects, initially covers Boeing 737NG-based BBJ1, BBJ2, and BBJ MAX models, with an initial installation already completed on an undisclosed customer's Boeing BBJ 737-700IGW.
- The FDX terminal leverages the Eutelsat OneWeb low-earth orbit (LEO) satellite constellation to provide global, high-speed broadband with up to 195Mbps download and 32Mbps upload speeds, optimized for business aviation.
Quarterly earnings call transcripts for Gogo.
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