secwatch.observer — SEC 8-K summary
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Issuer:     Gogo Inc. (GOGO)
CIK:        0001537054
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001193125-26-211844
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Gogo Q1 revenue $226.3M, equipment up 22% on record ATG sales; reaffirms FY guidance
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- Total revenue $226.3M (-2% YoY); equipment revenue $38.6M (+22% YoY) on record 511 ATG units sold.
- Net income $13.1M vs $12.0M YoY; Adjusted EBITDA $53.3M (+41% sequentially, -14% YoY) includes $6.1M litigation expense.
- Gogo Galileo cumulative shipments 410 units; AOL 111 (+50% QoQ); NetJets Europe rollout expected H1 2026.
- Cash $103.5M; repaid $21.1M debt in April; also made $40M earn-out payment for Satcom Direct acquisition.
- Reaffirms FY2026 guidance: revenue $905-945M, Adj. EBITDA $198-218M, FCF $90-110M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1537054/000119312526211844/0001193125-26-211844-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1537054/000119312526211844/gogo-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-211844

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