Gogo Inc. stands as a premier provider of in-flight broadband connectivity solutions, catering to the aviation industry both within the United States ...
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Est. EPS $-0.01 · Revenue $216.52M · 2 analysts
Est. EPS $0.10 · Revenue $219.84M · 2 analysts
Est. EPS $0.07 · Revenue $885.48M · 1 analysts
Est. EPS $0.04 · Revenue $219.80M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $910.5M | +104.7% | -1.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $12.9M | -6.0% | -115.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +59.1% | -5.6% | +22.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +12.5% | +8.7% | -10.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.4% | -54.1% | -115.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $65.1M | +133.2% | +69.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.2% | +13.9% | +68.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 950.8% | -28.0% | -4.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.60x | -9.6% | +4.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.3B | +6.1% | -2.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.09 vs 0.19 | -51.1% | -0.01 vs 0.06 | -124.5% |
| Revenue Surprise | $910.5M vs $902.8M | +0.8% | $222.8M vs $229.4M | -2.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | CHRISTENSEN MICHAEL | officer: EVP, Chief Revenue Officer | Common Stock | — | 0 | — |
| Jul 15, 2026 | CHRISTENSEN MICHAEL | officer: EVP, Chief Revenue Officer | Restricted Stock Units | — | 120,010 | — |
| Jun 30, 2026 | GTCR Partners XII/A&C LP | director, 10 percent owner: | Deferred Share Units | A | 19,354 | — |
| Jun 30, 2026 | ANDERSON MARK M. | director | Deferred Share Units | A | 19,354 | — |
| Jun 30, 2026 | TOWNSEND CHARLES C | director | Deferred Share Units | A | 19,354 | — |
Operator: Good day, and thank you for standing by. Welcome to the First Quarter 2026 Gogo Inc. Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Jim Golden with Collected Strategies. Jim, go ahead. Jim Golden: Thank you, and good morning, everyone. Welcome to Gogo's First Quarter 2026 Earnings Conference Call. On the call today to discuss the company's results are Gogo's CEO, Chris Moore; and CFO, Zach Cotner. During the course of this call, Mr. Moore and Mr. Cotner may make forward-looking statements regarding future events and the future performance of the company. Participants are cautioned to consider the risk factors that could cause actual results to differ materially from those in the forward-looking statements on this call. Those risk factors are described in the earnings release filed this morning and in a more fully detailed note under Risk Factors filed in the company's annual report on 10-K and 10-Q and other documents that the company has filed with the SEC. In addition, please note that the date of this conference call is May 7, 2026. Any forward-looking statements made today are based on assumptions as of this date, and the company undertakes no obligation to update these statements as a result of more information or future events. During this call, Mr. Moore and Mr. Cotner will present both GAAP and non-GAAP financial measures. A reconciliation and explanation of adjustments and other considerations of the company's non-GAAP measures to the most comparable GAAP measures is available in the Gogo's first quarter earnings release. The call is being webcast and available at ir.gogoair.com. The earnings release is also available on the website. After management comments, Mr. Moore and Mr. Cotner will host a Q&A session with the financial community only. I'll now turn the call over to Mr. Moore. Christopher Moore: Thank you, and good morning. The defining theme of the first quarter has been the deliberate transition of our legacy base services in air-to-ground and global satellite services into our next-generation technology portfolio. Consistent with prior earnings calls, I will focus on the continued demonstratable progress made across the compelling new product portfolio. These include Gogo Galileo with two models, HDX and FDX, both of which are providing game-changing increases in capacity, functionality, speed and global consistency as well as our 5G rollout and our existing GEO offerings. We are making steady progress on shipments, installations and early activations across both 5G and Gogo Galileo. I will also highlight our recent fleet wins and long-term growth prospects from our military and government customer base. We believe these next-generation products are not only enhancing the value we deliver to existing customers, but also expanding our addressable market and creating a reoccurring …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Christopher Moore | Chief Executive Officer & Director | USD 4,043,301 | Male | 1976 | Active |
Zachary Cotner | Executive VP, CFO & Treasurer | USD 2,410,731 | Male | — | Active |
Hayden Olson | Executive Vice President of Corporate Development | USD 1,056,053 | Male | 1980 | Active |
Crystal L. Gordon | Executive Vice President, General Counsel, Chief Administrative Officer & Secretary | USD 966,753 | Female | 1979 | Active |
Anand K. Chari | Strategic Technology Advisor | USD 618,281 | Male | 1967 | Active |
Gustavo Nader | Chief Strategy Officer | — | Male | — | Active |
Leigh Goldfine | Vice President, Controller & Chief Accounting Officer | — | Male | 1978 | Active |
William G. Davis Jr. | Vice President of Investor Relations | — | Male | 1973 | Active |
BlackRock Inc. bought a new stake in Gogo Inc. (NASDAQ: GOGO) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,123,992 shares of the technology company's stock, valued at approximately $18,984,000. BlackRock Inc. owned about 4.53% of Gogo
Deutsche Bank AG acquired a new position in Gogo Inc. (NASDAQ: GOGO) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 322,567 shares of the technology company's stock, valued at approximately $1,000,000. Deutsche Bank AG owned 0.24% of Gogo
Gogo (NASDAQ:GOGO) is rated a speculative buy at $2.78, with market pessimism driven by guidance cuts, declining aircraft online, and litigation overhang. The market misreads shipment timing issues as demand weakness; 334 shipped Galileo antennas are delayed by FAA certification, not lack of buyers. Service revenue, 84% of 2026 guidance, remains robust and recurring, while government/military growth offsets business aviation declines.
Gogo (NASDAQ: GOGO - Get Free Report) and Iridium World Communications (OTCMKTS:IRIDQ - Get Free Report) are both communication services companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, valuation, profitability, risk, dividends, earnings and analyst recommendations. Institutional and Insider Ownership 69.6% of Gogo
Gogo Inc. (GOGO) Q2 2026 Earnings Call Transcript
