Gogo Inc. filings document operating results, governance matters, and material events for an aviation broadband connectivity company serving business and military/government markets. Its 8-K reports include quarterly and annual financial results, service and equipment revenue trends, Gogo Galileo shipments, ATG equipment activity, 5G network updates, acquisition-related integration disclosures, and capital-allocation actions such as debt repayment.
The company’s proxy materials cover board elections, director structure, executive compensation, equity awards, and stockholder voting matters. Other current reports document leadership and board changes, Regulation FD product disclosures, and formal updates tied to the company’s common and preferred stock reporting framework.
Gogo Inc. (GOGO) common stock: Nantahala Capital Management, LLC, an investment adviser, and its managing members Wilmot B. Harkey and Daniel Mack may each be deemed beneficial owners of 11,214,792 shares, or 8.28%, as of September 30, 2026. The reported ownership is the same share block, held by funds and separately managed accounts under Nantahala’s control. Each reports shared voting and dispositive power over the shares and no sole voting or dispositive power.
Gogo Inc. director and ten percent owner Oakleigh Thorne exercised options for 125,000 common shares on November 5, 2026, at an exercise price of $2.14 per share. The cash exercise was between Thorne and Gogo and did not involve a market sale; the reported option position afterward was zero. Thorne's direct common-stock holdings after the transaction were 1,552,929 shares. No Rule 10b5-1 plan is reported.
Gogo Inc. and its wholly owned subsidiary Gogo Intermediate Holdings LLC amended the credit agreement, converting consenting lenders’ term loans into 2026 Extended Term Loans. The facility had aggregate principal of $544.4 million as of November 6, 2026 and matures October 31, 2030. The separate Initial Term Loan Facility had aggregate principal of $33.4 million as of November 6, 2026 and matures April 30, 2028.
GIH must prepay $25.0 million at closing, $30.0 million on or before December 31, 2026, and $20.0 million on or before December 31, 2027, subject to reduction for voluntary prepayments and repurchases. The extended loans bear interest, at GIH’s option, at term SOFR plus 5.75% or alternate base rate plus 4.75%; lender materials describe the SOFR margin as a 200-basis-point increase. Quarterly installments equal 0.75% through March 31, 2028, 1.125% through March 31, 2029, and 1.25% thereafter, each based on initial aggregate principal.
Mandatory prepayments also apply to specified asset-sale and debt-incurrence proceeds and to 50% of annual excess cash flow above $10 million, reducible to 25% or 0% if specified leverage targets are met. The amendment restricts certain liability-management transactions and adds guarantees from certain foreign subsidiaries.
Gogo Inc. reported third-quarter 2026 revenue of $213.2 million, down 4.6% from a year earlier, and a net loss of $3.2 million versus a $1.9 million loss. Adjusted EBITDA was $41.0 million, down 27%, and net cash provided by operating activities was $26.3 million. Military/government service revenue rose 36% to $37.2 million; Galileo shipments were 172 units, up 95%.
Gogo amended and extended its approximately $600 million original Term Loan B facility to October 2030, committing to $75 million in principal repayments through 2027, including an immediate $25 million paydown. The FCC renewed its exclusive nationwide air-to-ground spectrum licenses through 2036. PlaneSense selected Galileo HDX for its 71-aircraft fleet, with installations expected by the end of 2027.
Gogo reiterated 2026 guidance of $870 million to $895 million in revenue, $175 million to $185 million in Adjusted EBITDA, and $65 million to $85 million in Free Cash Flow. Guidance includes $18 million of ongoing litigation expense in Adjusted EBITDA and $25 million of strategic investments in Free Cash Flow; net capital expenditures are projected at $20 million.
Gogo Inc. reported third-quarter revenue of $213.234 million and a net loss of $3.200 million, versus $223.585 million and a $1.930 million net loss a year earlier. For the first nine months of 2026, net income was $7.876 million, compared with $22.919 million, and operating cash flow was $51.394 million, compared with $115.987 million.
On November 6, 2026, Gogo and its subsidiary Gogo Intermediate Holdings LLC amended the 2021 Credit Agreement. The amendment extends term loans held by consenting lenders by converting them into 2026 Extended Term Loans maturing October 31, 2030. GIH must prepay $25.0 million on the closing date, $30.0 million on or before December 31, 2026, and another $20.0 million on or before December 31, 2027. These additional payments apply only to the 2026 Extended Term Loans and are subject to reduction for voluntary prepayments and repurchases.
Remaining performance obligations were approximately $442 million as of September 30, 2026. Approximately $427 million primarily represents connectivity and entertainment service revenue; Gogo expects to recognize approximately 40% of that service RPO within one year. Long-term debt was $814.634 million as of September 30, 2026.
Gogo Inc. director Charles C. Townsend acquired 27,906 deferred share units on September 30, 2026; they immediately vested in full on the grant date. His direct holdings after the grant were 284,112 deferred share units. Each unit represents a contingent right to receive one common share, with settlement following termination of his board service.
Gogo Inc. director Hugh W. Jones was granted 22,093 deferred share units on September 30, 2026, and the units immediately vested in full. Each unit represents the contingent right to receive one share of common stock. The units are to be settled in common shares following the director’s termination of service on the board; his reported position after the grant was 206,378 deferred share units.
Gogo Inc. director Monte JM Koch acquired 22,093 deferred share units on September 30, 2026, bringing his reported deferred share unit balance to 85,005. The units vested in full on the grant date and will be settled in common shares following his termination of service on the board.
Gogo Inc. director Michele Coleman Mayes received a grant of 23,255 deferred share units on September 30, 2026. The units immediately vested in full on the grant date; her reported direct balance after the grant was 254,578 deferred share units. Each unit is a contingent right to receive one share of Gogo common stock.
Gogo Inc. director Michael A. Minihan acquired 22,093 deferred share units on September 30, 2026. Each unit represents a contingent right to receive one share of Gogo common stock. The units vested in full on the grant date and will be settled in common shares following his termination of service on the board. His reported direct position after the transaction was 64,952 deferred share units.