Gogo's 5G milestone and Satcom Direct acquisition boost growth prospects, with new tech, sales force, and cost synergies driving optimism. DCF models suggest fair value between $12 and $19 per share, depending on acquisition success, competition, and regulatory risks. Despite strong fundamentals and growth potential, I closed my position due to a reduced margin of safety at current stock prices.
$35,000 installation incentive if they complete the C1 installation before December 31, 2025 $35,000 installation incentive if they complete the C1 installation before December 31, 2025
I reiterate my strong buy on Gogo Inc. after Q1 2025, as the Satcom merger exceeded expectations and drove significant cost synergies. Gogo's unique position in light inflight connectivity and low market penetration offer substantial growth, especially with accelerating private jet demand among younger buyers. The Satcom merger expands Gogo's network, boosts revenue potential, and delivers $25-...
Gogo Inc. (NASDAQ:GOGO ) Q1 2025 Earnings Conference Call May 9, 2025 8:30 AM ET Company Participants Will Davis - VP, IR Chris Moore - CEO Zac Cotner - CFO Conference Call Participants Brent Penter - Raymond James & Associates Sebastiano Petti - JPMorgan Scott Searle - ROTH Capital Justin Lang - Morgan Stanley Louie DiPalma - William Blair Operator Good day and thank you for standing by. Welco...
Total Revenue of $230.3 million, up 121% Year-over-Year; First Quarter Service Revenue of $198.6 million, up 143% Year-over-Year Q1 Net Income of $12.0 million; Adjusted EBITDA (1) of $62.1 million Achieved PMA approval for FDX, Gogo Galileo's larger LEO antenna 59 HDX shipments year to date Reiterates 2025 Financial Guidance, which includes current impact of global tariffs BROOMFIELD, Colo., ...
Gogo dealer network is pushing ahead with Supplemental Type Certificate (STC) generation. Gogo dealer network is pushing ahead with Supplemental Type Certificate (STC) generation.
Five sorties and ten hours of flight demonstrate commercial potential for versatile antenna. Five sorties and ten hours of flight demonstrate commercial potential for versatile antenna.
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