Gogo Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
2analysts covering
FY Revenue (est.)
$914.6Mnext fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 10 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Total Air-to-Ground (ATG) Aircraft Online (AOL) Quarterly6.1KTarget: Expected decline of approximately 1,000 units in 2026 due to legacy Classic transitions
Average Monthly Connectivity Service Revenue per ATG Aircraft Online (ARPU) Quarterly3.4K
Gogo Galileo (LEO) Cumulative Equipment Shipments Quarterly410.0Target: 700 Galileo Aircraft Online (AOL) by Year-End 2026
Gogo 5G Equipment Shipments Quarterly52.0Target: 400 Aircraft Online (AOL) on the 5G network
Watch Items
- FCC Rip-and-Replace Program Extension and ReimbursementTrigger: November 8, 2026 (Current approved program extension deadline)Action: Monitor progress of customer equipment upgrades to LTE-compatible systems and the receipt of the remaining portion of the approved $334 million reimbursement allocation.
- SmartSky Networks Patent LitigationTrigger: Trial scheduled for March 8, 2027; fact discovery completion by June 26, 2026Action: Track ongoing legal expenses (guided at $5 million for 2026) and potential balance sheet impacts from litigation outcomes.
- De-leveraging and Debt RefinancingTrigger: Gross leverage target of 2.5x to 3.5x; term loans maturing in 2028Action: Evaluate voluntary principal prepayments (such as the $21.1 million payment made in April 2026) and preparation for refinancing the $847 million term loan stack.
Research as of 19 Jun 2026