GOGO
Gogo Inc.4.7000
-0.2100-4.28%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Confirms fleets, MilGov details
Q&A eased NetJets worries, confirming European Galileo rollout amid fleet expansion, while spotlighting new international wins at Luxaviation and Avcon Jet for 1,000+ aircraft. MilGov details emerged: C-130's 1,000-airframe TAM, NATO competitive beats, and overseas surveillance deals. LEO service offsets nearly half of legacy ATG/GEO declines baked into flat-ish 2026 guide; ATG fleet shrinks 1,000 by year-end assuming Classic extension. GEO ARPU steady as multi-orbit backup. Q&A reaffirms prepared optimism with tactical edges. International split holds 60/40. Momentum builds overseas.
Key Stats
Market Cap
629.12MP/E (TTM)
-Basic EPS (TTM)
-0.05Dividend Yield
0%Recent Filings
10-K
FY2025 results
Gogo's FY2025 revenue doubled to $910M, driven by the Satcom Direct acquisition closed December 2024, with service revenue surging 113% y/y to $774M—84% of total—while equipment rose 69% to $136M on Gogo Galileo shipments. Q4 momentum shone as Gogo 5G launched nationwide and Galileo shipped over 300 HDX antennas, boosting ATG units sold 79% y/y to 1,631; AVANCE aircraft online hit 4,956 (up 8% y/y) yet total ATG dipped to 6,402 amid legacy transitions. Margins held firm despite $60M depreciation from intangibles, yielding $218M Adjusted EBITDA (up 53% y/y). Debt stands at $848M (matures 2028); $89M free cash flow supported ops. FCC Reimbursement Program delivered $29M for ZTE replacement (deadline May 2026). Reliance on single-source satellite providers risks service interruptions.
8-K
Q4 revenue surges 67%
Gogo crushed Q4 2025 with total revenue of $230.6 million, up 67% year-over-year, driven by Satcom Direct acquisition effects; service revenue hit $191.9 million, up 61%. Full-year revenue reached $910.5 million at guidance high end, Adjusted EBITDA $217.8 million. Galileo shipments doubled to 158 units. 2026 guidance: revenue $905-945 million, Free Cash Flow $90-110 million. Litigation costs linger.
8-K
Gogo Galileo ships 300 by year-end
Gogo advances its Galileo rollout, expecting 300 HDX and FDX antennas shipped by December 31, 2025, with 5G network launching January 2026. NetJets reaffirms support for Galileo products and 5G amid fierce competition. Fleet operators like VistaJet signal over 1,000 aircraft opportunities. Progress accelerates, yet risks loom.
10-Q
Q3 FY2025 results
Gogo's Q3 revenue more than doubled y/y to $223.6M (derived), driven by Satcom Direct acquisition closed Dec 2024 for $346.9M cash plus $40.5M stock and up to $225M earnout, fueling service revenue surge to $190.0M while equipment hit $33.6M. Operating income climbed 51% y/y to $28.7M, but Q3 net loss of $1.9M emerged as $15.0M earnout fair-value hike and $17.7M interest flipped profitability—net trailed operating by >20% due to those items. Cash swelled to $133.6M with $116.0M YTD operating cash flow; total debt steady at ~$835M long-term under 2028 facilities, $122M revolver undrawn. Satcom integration sharpens global edge. Litigation shadows patent claims.
8-K
Q3 revenue up 122%
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