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Gogo
Gogo (GOGO) investor relations material
Gogo Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Feb, 2026
Executive summary
Achieved strong product execution in 2025, transforming into a global multi-orbit in-flight connectivity provider for business and military aviation markets.
Q4 2025 revenue reached $230.6 million, up 67% year-over-year and 3% sequentially; full-year revenue was $910.5 million, up 105% year-over-year, at the high end of guidance.
Significant progress in new product portfolio, including Gogo 5G and Galileo (HDX and FDX), driving capacity, speed, and consistency improvements.
Military and government aviation revenue grew 34% year-over-year, with international growth at 94%.
Major fleet wins and line fit options with global OEMs, including VistaJet and NetJets, underpin long-term growth.
Financial highlights
Q4 2025 total revenue was $231 million, up 3% year-over-year and sequentially; full-year revenue was $910.5 million, up 105% year-over-year.
Total service revenue of $192 million increased 61% year-over-year and 1% sequentially; full-year service revenue was $774.4 million, up 113% year-over-year.
Adjusted EBITDA for Q4 was $37.8 million, up 11% year-over-year; full-year Adjusted EBITDA was $217.8 million, up 53% year-over-year.
Q4 free cash flow was $(4.9) million, a significant improvement from $(39.6) million in Q4 2024; full-year free cash flow was $89.2 million, up from $41.9 million in 2024.
Net income for Q4 was negative $10 million, impacted by a $10 million litigation accrual and $4 million supplier investment charge; full-year net income was $12.9 million.
Outlook and guidance
2026 revenue guidance: $905–$945 million, with ~80% from service revenue and ~20% from equipment.
Adjusted EBITDA expected at $198–$218 million; free cash flow $90–$110 million, implying 12% growth at midpoint.
Strategic investments in 2026 to be ~$30 million, down 45% from 2025.
Expect to ship over 500 5G boxes and nearly 900 Galileo antennas in 2026.
Net capital expenditures for 2026 are projected at $20 million, assuming $45 million in FCC reimbursements.
Quantify Galileo/5G revenue contribution 2026
Breakdown 2026 FCF strategic investment components
Detail Satcom Direct acquisition's sustained synergies
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Next Gogo earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
Gogo
Next Gogo earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
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Frequently asked questions
Gogo Inc., provides broadband connectivity services to the aviation industry in the United States and internationally. The company's 2Ku technology delivers high-speed connectivity through a network of low-earth orbit satellites. It offers connectivity services that enable passengers to access the Internet, stream videos, check social media accounts, and more on their personal Wi-Fi enabled devices. In addition, the company provides air-to-ground connectivity and communications services in the continental United States, Alaska, Canada, the Bahamas, Mexico, the Caribbean Sea, and Northern Europe. Gogo Inc. was founded in 1991 and is headquartered in Broomfield, Colorado.
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