earnings
confidence high
sentiment neutral
materiality 0.75
Gogo Q4 revenue up 67% to $230.6M; net loss $10M; 2026 guidance $905-945M
Gogo Inc.
2025-FY EPS reported
$0.09
revenue$910,491,000
- Total Q4 revenue $230.6M (+67% YoY); service revenue $191.9M (+61% YoY); net loss $10.0M on litigation accrual.
- Full year 2025 revenue $910.5M (+105% YoY); Adj. EBITDA $217.8M (+53% YoY); Free Cash Flow $89.2M.
- Galileo shipments in Q4 were 158 (+80% QoQ); first 5G aircraft activated Dec 2025; expects ramp in 2026.
- 2026 guidance: revenue $905-945M, Adj. EBITDA $198-218M, Free Cash Flow $90-110M.
- ATG ARPU Q4 $3,378 (-3% YoY); total ATG AOL 6,402 (-9% YoY); AVANCE AOL 4,956 (+8% YoY).