Gogo Inc. published a transcript of its Q4 2025 earnings conference call held on February 27, 2026. The call featured management participants Will Davis (VP, Investor Relations), Christopher Moore (CEO, Director) and Zachary A. Cotner $(CFO)$, with Q&A from analysts including Scott Wallace Searle (ROTH Capital Partners), Sebastiano Petti (J.P. Morgan), Justin Lang (Morgan Stanley) and Alexander Phipps (OHA). Management highlighted progress transforming Gogo into a “global multi-orbit” in-flight connectivity provider, driven by its new product portfolio including Gogo 5G and Gogo Galileo (HDX and FDX). CEO Christopher Moore said, “I’m pleased with our product and synergy execution in 2025 as we transform Gogo from a US focused entity into a global multi-orbit in-flight connectivity provider.” The company expects combined Galileo and 5G shipments to exceed 1,000 units in 2026, with roughly 500 5G boxes shipped and nearly 400 5G aircraft online by year-end, alongside a potential path to about 700 Galileo aircraft installed by the end of 2026 based on shipment-to-install timing. Gogo also discussed certification and fleet momentum for Galileo, noting 35 HDX/FDX STCs completed across the US, Europe, Brazil and Canada and an expectation for 20 more STCs in the first half of 2026. Moore pointed to a Galileo pipeline of “over 1,000 aircraft” and said international demand remains strong, with the pipeline “a 60 to 40 split between US and global markets.” On financials and guidance, CFO Zachary Cotner reported Q4 total revenue of $231 million and provided 2026 guidance of $905 million to $945 million in revenue, adjusted EBITDA of $198 million to $218 million, and free cash flow of $90 million to $110 million. Cotner said 2025 results were “at the high end of our guided ranges as aggressive cost controls and synergies balanced out our product investments,” while noting working-capital needs tied to new product shipments. The company also reiterated continued ATG fleet transition efforts, including classic-to-C1 and classic-to-advanced upgrades, and expects classic ATG aircraft online to reach zero by year-end 2026. Management also emphasized expanding military and government opportunities, citing rising defense spending and low broadband penetration, and referenced recent wins including “US Air Force mobility approval to sell plain, simple KU-band hatch mounts to C-130 aircraft with a TAM of over 1,000 airframes,” as well as a five-year agreement with SES Space and Defense with a “$33 million contract ceiling value.” The full transcript can be accessed through the link below.
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