Education
About Us
Working with TipRanks
Follow Us
Gogo (GOGO)
NASDAQ:GOGO
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong product and commercial momentum (Galileo, 5G, ATG modernization), robust YoY service and international growth, record equipment shipments, and free cash flow at the high end of guidance, supporting a positive growth trajectory. Offsetting risks include near-term ATG AOL declines and ARPU pressure, negative equipment margins and legacy write-offs, litigation-related charges, an inventory-driven Q4 cash drag and elevated leverage. Management provided constructive 2026 guidance and multiple operational catalysts (STCs, fleet wins, FCC reimbursement) that underpin medium-term upside while acknowledging short-term execution and balance-sheet risks.Company Guidance
Strong Service Revenue Growth
Q4 service revenue of $192,000,000, up 61% year-over-year and +1% sequentially, driven by product mix shift and higher-margin service activations.
Product Development and Ramp (Galileo & 5G)
Galileo (HDX/FDX) and 5G ramps underway: shipped >300 HDX/FDX antennas in 2025; company expects combined Galileo and 5G shipments to exceed 1,000 units in 2026, nearly 900 Galileo antennas shipped by 2026, and to ship >500 5G boxes in 2026 with ~400 5G aircraft online by year-end. Galileo pipeline >1,000 aircraft (weighted pipeline >400) with a 60/40 U.S./international mix.
Record Equipment Shipments and Equipment Revenue
Q4 ATG equipment shipments were a quarterly record at 472 units (up 8% sequentially from 437). Q4 equipment revenue was $39,000,000, up 104% year-over-year and +15% sequentially. 2025 ATG equipment shipments totaled 1,631.
Fleet & OEM Momentum
Key fleet and OEM traction: VistaJet line-fit/STC installations ramping (Bombardier order referenced of 40 + options for 120, potential $5B total), NetJets remains a major customer, FDX line-fit option for Bombardier Challengers/Globals, HDX options with Textron, 35 STCs completed across regions with ~20 more expected in 2026.
ATG Modernization Progress
AVANCE aircraft online (AOL) grew to 4,956 (up 8% year-over-year) and now represents 77% of the ATG fleet (from 65% a year ago). C1 (LTE-ready) installs ramped, Classic AOL reduced to ~1,100 with a plan to reach zero Classic AOL by Q4 2026. FCC LTE grant funding continues ($34M in Q4; $93.9M program-to-date).
Financial Results and Guidance in Line or Above Expectations
Q4 adjusted EBITDA of $37,800,000 in line with guidance; full-year 2025 free cash flow $89,200,000 at the high end of guidance. 2026 guidance: revenue $905M–$945M (~2% growth at midpoint), adjusted EBITDA $198M–$218M, free cash flow $90M–$110M (~12% growth at midpoint). Net leverage 3.3x within stated target range (2.5x–3.5x).
Military & International Expansion
Military and government aviation revenue grew 34% year-over-year; international revenue grew 94% year-over-year. New wins include C-130 Ku-band hatch mount approval and a $33,000,000 contract ceiling for an SES/Space Force blanket purchase agreement; management highlights large TAMs and expanding MilGov pipeline.
GOGO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GOGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $4.35 | $4.23 | -2.76% |
Nov 06, 2025 | $8.76 | $7.62 | -13.07% |
Aug 07, 2025 | $15.31 | $12.05 | -21.29% |
May 09, 2025 | $7.57 | $11.00 | +45.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gogo (GOGO) report earnings?
Gogo (GOGO) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Gogo (GOGO) earnings time?
Gogo (GOGO) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GOGO EPS forecast?
GOGO EPS forecast for the fiscal quarter 2026 (Q1) is 0.04.