Gogo (GOGO) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Strategic transformation and merger integration

• Completed integration of Satcom Direct, accelerating international expansion and military/government sector presence.

• Achieved rapid synergy realization, mainly through headcount reductions, with further financial refinements ongoing.

• Multi-network, multi-orbit technology platform enables flexibility and faster integration compared to industry peers.

• Focus now shifts to migrating legacy customers to advanced 5G and LEO broadband technologies.

• Customers increasingly demand dual-service redundancy, driving migration efforts.

Product innovation and rollout targets

• Galileo LEO service, in partnership with Eutelsat OneWeb, offers Ku-band connectivity for small to large aircraft and UAVs.

• HDX and FDX terminals provide scalable broadband, with unique installation advantages and lower costs.

• Targeting 700 aircraft equipped with Galileo by year-end, with a robust sales pipeline and OEM/MRO partnerships.

• 5G network launched, aiming for 400 aircraft online by year-end, offering transformative broadband at lower installation costs.

• Legacy network deactivation and FCC-funded migration program (C one) support customer transition to new services.

Competitive landscape and fleet strategy

• Facing increased competition, especially in fleet contracts, but maintains strong relationships and wins with major operators.

• NetJets and VistaJet represent significant fleet wins; NetJets rollout continues in Europe and select North American airframes.

• Fleet strategy focuses on both retaining existing customers and winning new business, with over 1,000 fleet aircraft currently served.

• Mixed fleet connectivity is common; ongoing efforts to expand cockpit and GEO services with key clients.

• Recent wins with Luxaviation, Avcon Jet, and Wheels Up reinforce confidence in technology roadmap.