Gogo issues year-end “report card” on critical new product initiatives.
Rhea-AI Summary
Gogo (NASDAQ: GOGO) provided a 2025 year-end progress report on new product initiatives as of December 31, 2025, outlining traction for Gogo Galileo antennas, 5G ATG, and the FCC Rip & Replace program.
Key facts: >300 Galileo FDX/HDX antennas shipped (84% to named customers) with 99 activations; 31 HDX/FDX STCs completed and 20 more expected H1 2026; weighted pipelines of >430 aircraft (Galileo) and >260 C-1 upgrades; combined Galileo pipeline >1,000 aircraft; 5G confirmed first customer install in Dec 2025 with service revenue expected in Q1 2026; 5G peak test speeds 80 Mbps down / 20 Mbps up; ATG shipments >1,600 including 700+ C-1 units.
Positive
- >300 Galileo antennas shipped (84% to named customers)
- 99 Galileo activations completed as of 12/31/2025
- 31 HDX/FDX STCs completed across US, Europe, Brazil, Canada
- Combined Galileo pipeline of >1,000 aircraft
- 5G first customer installed in December 2025; service revenue expected Q1 2026
- Record ATG shipments of >1,600 units including 700+ C-1 systems
Negative
- Only 99 activations from >300 shipped Galileo antennas (activation rate 33%)
- Galileo STC count of 31 vs TAM of 4,000+ aircraft highlights long runway to full penetration
- 5G commercial availability planned for January 2026 with revenue only anticipated in Q1 2026
News Market Reaction 1 Alert
On the day this news was published, GOGO gained 3.99%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
GOGO gained 2.15% while key telecom peers like CABO (-7.61%) and CCOI (-4.63%) declined, pointing to a stock-specific move tied to its product update.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 29 | 5G launch update | Positive | +1.5% | Completion of 5G ATG testing and confirmation of first paying customer. |
| Nov 06 | Q3 earnings | Positive | -13.1% | Triple-digit revenue growth and reiterated high-end 2025 guidance. |
| Nov 03 | 5G testing start | Positive | -3.2% | Start of next-generation 5G ATG flight testing with activation timeline. |
| Oct 27 | Gov’t contract win | Positive | -3.8% | Five-year sole-source federal airborne communications contract award. |
| Oct 23 | Earnings date set | Neutral | +3.4% | Announcement of Q3 2025 reporting date and analyst call details. |
Recent history shows several positive operational updates followed by weak or negative price reactions, with only the latest 5G launch headline seeing a modest positive move.
Over the last few months, Gogo highlighted major milestones: 5G network testing and launch progress, strong Q3 2025 revenue growth, and a federal multi-band satellite contract. Despite fundamentally positive themes like high double‑digit revenue growth and expanding 5G/STC footprints, three of these updates saw negative next‑day moves. Today’s report card continues the narrative of execution on 5G and Galileo rollouts, reinforcing earlier guidance about service activation and aircraft pipelines into 2026.
Market Pulse Summary
This announcement details tangible progress in Gogo’s shift toward global, multi‑orbit connectivity, highlighting over 300 Galileo antennas shipped, 31 STCs completed, and record ATG shipments above 1,600 units. It also confirms 5G network readiness with peak speeds of 80 Mbps download. In context of prior 5G and earnings updates, investors may focus on 2026 activation volumes, conversion of the weighted pipelines, and forthcoming 2026 financial guidance on the Q4 call.
Key Terms
low-earth-orbit technical
air-to-ground technical
5g technical
tam financial
AI-generated analysis. Not financial advice.
Broomfield,CO., Jan. 05, 2026 (GLOBE NEWSWIRE) -- Gogo Inc. (NASDAQ: GOGO) (“Gogo,” “we,” “us” or the “Company”), issued a “report card” today regarding its 2025 year-end progress on critical new product initiatives as it transitions from being a domestic supplier of traditional Air-to-Ground (“ATG”) connectivity to becoming a global multi-orbit, ultra-high bandwidth connectivity supplier to the business aviation (“BA”) and military government markets. All data in this press release is as of December 31, 2025.
Gogo Galileo Antennas – This is Gogo’s new global Low-Earth-Orbit satellite offering, which comes in two sizes, FDX for large jets offering 200 Mbps speeds, and HDX, a smaller form factor that fits on all aircraft, offering 60 Mbps speeds. As of December 31, 2025:
- Strong Antenna Shipments – Gogo shipped over 300 FDX and HDX antennas,
84% of which were for named customers, making Gogo Galileo one of the fastest product launches ever in the BA market for inflight connectivity. - Increasing Activations – Gogo activated service on 99 of the shipped antennas.
- Growing STC Portfolio – Gogo completed 31 HDX and FDX Commercial STCs in the United States, Europe, Brazil and Canada, with a total addressable market (“TAM”) of 4,000+ aircraft covering 34 aircraft models. Gogo expects 20 more STCs to be completed in the first half of 2026.
- Healthy Pipeline – Gogo inventory levels were strong to support a weighted pipeline of more than 430 aircraft with an anticipated
50% probability or better of closing in 2026. Further, the combined Gogo Galileo pipeline for both HDX and FDX remains strong at over 1,000 aircraft, and Gogo continues to see a favorable pipeline mix between the U.S. and global markets of about 60/40.
5G Network – This is Gogo’s cutting-edge ATG product, offering satellite speeds at ATG prices, for aircraft that fly predominantly in North America. As of December 31, 2025:
- First revenue-generating customer – Gogo confirmed installation and activation completed in December for the first 5G aircraft, with official launch and availability of the 5G network planned for January 2026.
- 5G service revenue is anticipated to begin in Q1 2026.
- 33 STCs covering all major aircraft types in North America (with a TAM of 7,500 aircraft) are in place, needing only a minor upgrade.
- Approximately 450 aircraft are already pre-provisioned and ready to come online with a simple box swap in 2026, and Gogo anticipates a strong pipeline of new prospects in 2026.
- Gogo network testing confirmed peak speeds of 80 Mbps download and 20 Mbps upload, allowing more than ten devices to concurrently attend video conferencing meetings and stream high-bandwidth content.
FCC Rip & Replace Program – This is the upgrade of Gogo’s legacy EVDO network to LTE technology, which is expected to deliver a
- Strong Shipments – Gogo had record-breaking ATG shipments of over 1,600 units, including 700+ C-1 Systems. The C-1 System allows Gogo Classic customers a fast unit swap in order to maintain Gogo connectivity after the network cutover. Over 300 C-1 systems were already installed and activated.
- Strong Pipeline – Gogo has a weighted pipeline of more than 260 C-1 aircraft in 2026, with an anticipated
50% probability or better of closing in 2026. Further, the unweighted pipeline for C-1 systems remains strong at over 450.
2026 financial guidance will be provided on our Q4 earnings call.
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About Gogo
Gogo is the only multi-orbit, multi-band in-flight connectivity provider offering connectivity technology purpose-built for business and military/government aviation. Its industry-leading product portfolio offers best-in-class solutions for all aircraft types, from small to large, heavy jets, and beyond.
The Gogo offering uniquely incorporates Air-to-Ground technology with high-speed satellite networks to deliver consistent, global tip-to-tail connectivity through a sophisticated suite of software, hardware, and advanced infrastructure supported by a 24/7/365 in-person customer support team.
Gogo consistently strives to set new standards for reliability, security and innovation, and is shaping the future of inflight aviation to make it easier for every customer to stay connected beyond all expectations.
Note Regarding Preliminary Key Operating Metrics and Other Operating Data
The key operating metrics and other operating data as of and for the year ended December 31, 2025 in this release are preliminary and subject to completion, reflect only management’s current views, and may change due to management’s review of results and other factors, including business, economic and competitive risks and uncertainties such as those listed under “Cautionary Note Regarding Forward-Looking Statements.” All preliminary metrics and other data reported in this release are subject to the closing of fiscal 2025 and finalization of internal procedures, and should not be viewed as a substitute for full yearly results, which the Company expects to report in the ordinary course in the first quarter of 2026.
Cautionary Note Regarding Forward-Looking Statements
Certain disclosures in this release and related comments by our management include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements regarding our business outlook, industry, business strategy, plans, goals and expectations concerning our market position, international expansion, future technologies, future operations, margins, profitability, future efficiencies, capital expenditures, liquidity and capital resources and other financial and operating information. When used in this discussion, the words “anticipate,” “assume,” “believe,” “budget,” “continue,” “could,” “envision,” “estimate,” “expect,” “forecast,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “slated,” “should,” “will,” “future” and the negative of these or similar terms and phrases are intended to identify forward-looking statements in this press release. Forward-looking statements are based on our current expectations regarding future events, results or outcomes. These expectations may or may not be realized. Although we believe the expectations reflected in the forward-looking statements are reasonable, we can give you no assurance these expectations will prove to have been correct. Some of these expectations may be based upon assumptions, data or judgments that prove to be incorrect. Actual events, results and outcomes may differ materially from our expectations due to a variety of known and unknown risks, uncertainties and other factors. Although it is not possible to identify all of these risks and factors, they include, among others, the factors listed under the caption “Risk Factors” in our annual report on Form 10-K for the year ended December 31, 2024 as filed with the Securities and Exchange Commission (“SEC”) on March 14, 2025 and in our subsequent quarterly reports on Form 10-Q as filed with the SEC. Any one of these factors or a combination of these factors could materially affect our financial condition or future results of operations and could influence whether any forward-looking statements contained in this report ultimately prove to be accurate. Our forward-looking statements are not guarantees of future performance, and you should not place undue reliance on them. All forward-looking statements speak only as of the date made and we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
Attachment
Will Davis Gogo Business Aviation Ltd +1 917 519 6994 Wdavis@gogoair.com
FAQ
How many Gogo Galileo antennas had GOGO shipped by December 31, 2025?
What activation progress did Gogo report for Galileo antennas (GOGO) at year-end 2025?
When will Gogo (GOGO) begin recognizing 5G service revenue?
What peak speeds did Gogo report from 5G network testing for GOGO?
How large is the near-term addressable market for Gogo's 5G ATG STCs (GOGO)?
What shipment and pipeline progress did Gogo report for the FCC Rip & Replace C-1 systems (GOGO)?
