NASDAQ$GOGO

Gogo Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Gogo Inc reported strong revenue growth and profitability for the second quarter ended June 30, 2025, driven by the Satcom Direct acquisition.

Gogo Inc achieved total revenue of $226.0 million in Q2 2025, up significantly from the prior year due to the inclusion of Satcom Direct results. The company delivered net income of $12.8 million and operating income of $36.0 million, with Adjusted EBITDA reaching $61.7 million. Key operational metrics showed growth in AVANCE aircraft online and GEO connectivity services.

  • Total revenue reached $226.0 million, more than doubling year-over-year primarily from the Satcom Direct acquisition completed in December 2024.
  • Net income increased to $12.8 million with basic EPS of $0.10, reflecting improved scale and operational leverage.
  • ATG AVANCE aircraft online grew to 4,791 from 4,215 in Q2 2024, while GEO aircraft online reached 1,321.
  • Adjusted EBITDA rose to $61.7 million, supported by contributions from both Gogo BA and Satcom Direct segments.

Headline financials

Total Revenue

$226M

Previous: $102M+121.5%
EPS (adj)

$0.10

Previous: $0.01+900.0%
ATG AVANCE aircraft online

4.8K

Previous: 4.2K+13.7%
Gogo Biz aircraft online

1.9K

Previous: 2.8K-31.1%
Total ATG aircraft online

6.7K

Previous: 7.0K-4.3%
GEO aircraft online

1.3K

Previous: 11+11909.1%
Avg monthly connectivity rev per ATG AOL

$3.45K

Previous: $3.47K-0.7%
ATG units sold

405

Previous: 231+75.3%
Adjusted EBITDA

$61.7M

No prior period
Capital Expenditures

-$5.93M

Previous: -$4.84M-22.6%
Net Income

$12.8M

Previous: $839K+1426.5%
Operating Income

$36M

Previous: $21.7M+65.9%
Cash & Equivalents

$102M

Previous: $162M-36.8%
Total Assets

$1.26B

Previous: $803M+57.3%

Revenue & EPS history

Gogo · Revenue · Quarterly

$226M

Q2 2025+121.5%vs Q2 2024
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Gogo · $72M total across 1 segment · Q3 2021

  • Business Aviation
    $72M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+3.0%

Avg return

Earnings day

+5.6%

Avg return

5 days after

+11.5%

Avg return

30 days after

50%

25 / 50 earnings

Positive

+45.4%

Q1 2025

Best reaction

-18.0%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+8.4%-2.6%-12.1%
Q4 2025-3.4%+20.5%-0.9%
Q3 2025-12.8%-15.5%-19.4%
Q1 2025+45.4%+61.0%+46.8%
Q4 2024-0.1%+12.1%+3.1%
Q3 2024+22.4%+22.3%+12.7%
Q2 2024-3.7%-8.5%-0.9%
Q1 2024+3.8%+8.4%+10.4%
Q4 2023-6.7%-3.9%+0.3%
Q3 2023-3.2%-5.1%-3.8%
Q2 2023-17.1%-16.4%-20.4%
Q1 2023-4.8%-6.7%+19.5%
Q4 2022+12.0%+14.9%-2.4%
Q3 2022+0.4%+1.4%+7.3%
Q2 2022-13.1%-8.6%-23.3%
Q1 2022-4.3%-3.9%+6.1%
Q4 2021+20.0%+17.1%+39.1%
Q3 2021-6.3%-7.1%-23.4%
Q2 2021+15.5%+26.2%+30.4%
Q1 2021+13.0%+17.5%+45.0%
Q4 2020-10.7%-13.7%-14.9%
Q3 2020+5.8%+19.5%+28.8%
Q2 2020+3.5%+6.6%+191.4%
Q1 2020+25.7%+30.7%+114.3%
Q4 2019-6.7%+8.3%+8.5%
Q3 2019+3.2%+1.3%-10.2%
Q2 2019+19.9%+21.8%+23.8%
Q1 2019+5.6%+6.8%-9.5%
Q4 2018-1.6%+0.7%+9.9%
Q3 2018+19.5%+6.7%-33.0%
Q2 2018+10.4%+13.8%+11.7%
Q1 2018-18.0%-44.5%-48.0%
Q4 2017-15.5%-9.2%-15.9%
Q3 2017-11.9%-8.3%+13.1%
Q2 2017-4.3%-4.3%+9.8%
Q1 2017+7.1%+7.1%-4.2%
Q4 2016+16.2%+17.2%+19.0%
Q3 2016-1.6%+0.0%-4.9%
Q2 2016+22.1%+34.4%+46.0%
Q1 2016-5.9%
Q4 2015+1.0%
Q2 2015-8.8%
Q1 2015-4.4%
Q4 2014+2.8%
Q3 2014+9.3%
Q2 2014-9.1%
Q1 2014+7.6%
Q4 2013-8.5%
Q3 2013+32.9%
Q2 2013-1.9%
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010

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