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. reported Q1 2026 net income of $13.1 million, up modestly from $12.0 million a year earlier, on slightly lower revenue of $226.3 million versus $230.3 million. Service revenue declined while equipment revenue increased, keeping operating income relatively stable at $31.7 million.
Cash and cash equivalents were $103.5 million with total assets of $1.28 billion. Long-term debt remained high, with the 2021 and HPS term loans totaling about $1.06 billion before discounts. Operating cash flow swung to a use of $7.2 million from positive $32.5 million a year earlier, largely due to working capital changes.
The company highlighted an FCC Reimbursement Program approval of up to $334 million, with $41.2 million recorded as a receivable and related offsets to asset balances. Gogo also carries a fair-valued Satcom Direct earnout liability of $67.0 million and is involved in ongoing litigation with SmartSky, including a jury verdict of $22.7 million for patent infringement, against which it has recorded a $10.0 million accrual while it continues to contest the outcome.
Gogo Inc. reported mixed first quarter 2026 results with reaffirmed full-year guidance. Total revenue was $226.3 million, down 2% year over year, as service revenue declined to $187.7 million while equipment revenue rose 22% to $38.6 million on a record 511 ATG units sold.
Net income was $13.1 million, up from $12.0 million a year earlier, helped by a $4.9 million reduction in the Satcom Direct earn-out liability. Adjusted EBITDA was $53.3 million, down 14% year over year but up 41% sequentially, including $6.1 million of litigation expenses.
Free cash flow was negative $19.2 million, compared with positive $30.0 million in Q1 2025, driven by bonus payments and working capital. Cash and cash equivalents were $103.5 million. The company highlighted growth in Gogo Galileo and 5G, obtained an FCC reimbursement program extension, and made a $21.1 million term loan principal payment and a $40.0 million earn-out payment in April. Gogo reaffirmed 2026 guidance for revenue of $905–$945 million, Adjusted EBITDA of $198–$218 million, and free cash flow of $90–$110 million.
Gogo Inc. (GOGO) is holding its 2026 all-virtual annual stockholder meeting on May 28, 2026, to vote on board and compensation matters. Stockholders will elect three Class I directors, cast an advisory “say‑on‑pay” vote, approve an amended and restated 2024 omnibus equity incentive plan, and ratify Deloitte & Touche LLP as auditor.
The proxy describes a nine‑member classified board with seven independent directors, a lead independent director, and fully independent key committees. It highlights anti‑hedging and anti‑pledging policies, related‑party review procedures, and significant insider ownership, including stakes held by Oakleigh Thorne and GTCR affiliates.
Executive pay emphasizes performance-based bonuses and time‑vesting RSUs. For 2025, bonus funding was tied to revenue, Adjusted EBITDA, product launch milestones, and AVANCE equipment shipments. The company achieved about 122% of its aggregate bonus target, reflecting stronger‑than‑target Adjusted EBITDA, successful Gogo Galileo milestones, and higher AVANCE unit shipments.
Gogo Inc. vice president and chief accounting officer Leigh Goldfine exercised restricted stock units that converted into 4,365 shares of common stock on a one-for-one basis. The award is part of a grant originally covering 17,459 restricted stock units that vest in four equal annual installments starting on April 1, 2024, subject to continued employment.
To cover tax obligations related to this vesting, 1,254 common shares were withheld at $4.01 per share. After these transactions, Goldfine directly owns 29,114 shares of Gogo common stock and continues to hold 8,729 restricted stock units following the conversion.
Gogo Inc. executive Crystal L. Gordon, EVP, General Counsel and Secretary, exercised restricted stock units into common stock. On April 1, 2026, 17,743 restricted stock units converted into 17,743 shares of common stock at an exercise price of $0.00 per share.
The company then withheld 5,101 shares of common stock, valued at $4.01 per share, to cover tax obligations, a non-market "F" code tax-withholding disposition rather than an open-market sale. After these transactions, Gordon directly held 86,511 shares of Gogo common stock.
Footnotes indicate the restricted stock units convert into common stock on a one-for-one basis. They also state that on April 1, 2024, Gordon was granted 70,970 restricted stock units, scheduled to vest in four equal annual installments on the first four anniversaries of that date, subject to continued employment with the company.
MAYES MICHELE COLEMAN reported acquisition or exercise transactions in this Form 4 filing.
Gogo Inc. director Michele Coleman Mayes received a grant of 12,437 Deferred Share Units on March 31, 2026 as equity compensation. Each deferred share unit represents the right to receive one share of Gogo common stock and vested in full immediately on the grant date.
The deferred share units will be settled in common shares after her service on Gogo’s board of directors ends. Following this grant, she holds a total of 215,194 deferred share units, all representing future delivery of an equal number of common shares rather than an open-market purchase.
TOWNSEND CHARLES C reported acquisition or exercise transactions in this Form 4 filing.
Gogo Inc. director Charles C. Townsend received a grant of 14,925 Deferred Share Units on March 31, 2026. Each unit is linked to one share of Gogo common stock, vests immediately on the grant date, and will be settled in common shares after his service on the board ends. Following this award, Townsend holds 236,852 Deferred Share Units directly.
THORNE OAKLEIGH reported acquisition or exercise transactions in this Form 4 filing.
Gogo Inc. director and 10% owner Oakleigh Thorne received a grant of 11,815 Deferred Share Units on the company’s stock. Each unit represents the right to receive one share of common stock. The units were granted and fully vested on March 31, 2026, and will be settled in common shares after Thorne’s service on the board ends. Following this award, Thorne holds 52,426 Deferred Share Units directly.
ANDERSON MARK M. reported acquisition or exercise transactions in this Form 4 filing.
Gogo Inc. director Mark M. Anderson received a grant of 14,925 Deferred Share Units as compensation. The award was made on March 31, 2026 and represents a contingent right to receive an equal number of Gogo common shares.
The units will vest in full on the one-year anniversary of the grant date and will be settled in common stock after Anderson’s service on the board ends. Following this grant, he holds a total of 119,630 Deferred Share Units directly. This filing reflects a compensation-related equity award, not an open-market purchase or sale.