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GOGO SEC Filings, Jul-Oct 2026

GOGO NASDAQ

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.

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Gogo Inc. director Mark M. Anderson was granted 27,906 deferred share units on September 30, 2026. The units immediately vest in full, and each represents the contingent right to receive one share of common stock. They will be settled in common shares following the director's termination of board service; his reported holdings after the grant were 166,890 deferred share units.

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Gogo Inc. director and 10% owner Oakleigh Thorne acquired 22,093 deferred share units on September 30, 2026, as a grant that vested in full immediately. Each unit represents the contingent right to receive one share of Gogo common stock; the units will be settled in shares following Thorne’s termination of service on the board. His reported direct position after the transaction was 89,841 deferred share units.

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Gogo Inc. director Harris N. Williams acquired 22,093 deferred share units on September 30, 2026. 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 position after the grant was 217,859 deferred share units.

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Gogo Inc. director Mark Anderson received 27,906 deferred share units on September 30, 2026, held on behalf of and for the benefit of GTCR-affiliated entities. The reported indirect position after the grant was 166,890 deferred share units; each unit represents a contingent right to one Gogo common share. The reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.

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Leigh Goldfine, Gogo Inc.’s VP, Chief Accounting Officer, reported conversion of 1,500 restricted stock units into 1,500 common shares on September 29, 2026, on a one-for-one basis. On that date, 431 common shares were delivered or withheld for payment of exercise price or tax liability; the reported price was $2.23 per share. The units were granted on September 29, 2023, and vest in four equal annual installments on the first four anniversaries, subject to continued employment with the Company.

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Gogo Inc. reported total revenue of $222.8 million for the quarter ended June 30, 2026, slightly below $226.0 million a year earlier, as higher satellite broadband revenue was offset by lower air-to-ground and business aviation revenue. Operating income was $29.7 million, down from $36.0 million, while higher interest expense and a larger change in the fair value of the Satcom Direct Earnout Liability reduced income before taxes to $6.8 million.

The effective tax rate rose sharply, leading to a net loss of $2.0 million versus net income of $12.8 million in the prior-year quarter; first-half 2026 net income was $11.1 million compared with $24.8 million. Cash and cash equivalents were $63.1 million at June 30, 2026, down from $125.2 million, as operating cash flow fell to $25.1 million for the first half and the company made a $40.0 million earnout payment and $22.3 million term-loan repayment. Long-term debt totaled $814.1 million, primarily under two term loan facilities.

Remaining performance obligations were about $471 million, mostly connectivity and entertainment services, with 39% expected to be recognized within a year. Gogo continues to benefit from the $334 million FCC Reimbursement Program, with a $39.3 million receivable recorded and related offsets to asset balances and costs.

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Gogo Inc. reported second-quarter 2026 revenue of $222.8 million, down 1% year over year and 2% sequentially, with service revenue of $191.3 million and equipment revenue of $31.5 million. The company posted a net loss of $2.0 million, compared with net income of $12.8 million in Q2 2025, while Adjusted EBITDA was $53.7 million, down 13% year over year but up about 1% sequentially.

Business aviation service revenue declined to $151.3 million, but military/government service revenue rose 40% year over year to $39.9 million and 20% sequentially, providing a growing, more stable revenue base. Total ATG aircraft online fell 15% year over year to 5,731, while Gogo Galileo aircraft online reached 184, up 66% from March 31, 2026, signaling early adoption of its LEO satellite offering. Free Cash Flow was $21.6 million, down from $33.5 million a year ago but improved from negative $19.2 million in Q1 2026.

Cash and cash equivalents were $63.1 million as of June 30, 2026, after a $40.0 million Satcom Direct earn-out payment and $21.1 million of term loan principal repayment. For full-year 2026, Gogo guides to total revenue of $870–$895 million, Adjusted EBITDA of $175–$185 million, and Free Cash Flow of $65–$85 million, including $22 million of litigation expense and $30 million of strategic investments.

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BlackRock, Inc. filed an amended Schedule 13G reporting its beneficial ownership in Gogo Inc common stock. BlackRock reports beneficial ownership of 5,820,204 shares of Gogo common stock, representing 4.3% of the outstanding class. Of these, 5,711,873 shares are subject to sole voting power and all 5,820,204 shares are subject to sole dispositive power, with no shared voting or dispositive power reported.

The ownership is held through certain business units of BlackRock and its subsidiaries, which are aggregated for reporting, while other BlackRock units may be disaggregated. Various underlying clients and investors have rights to dividends or sale proceeds from these shares, but no single person has an interest in more than five percent of Gogo’s total outstanding common shares. The report is signed by a Managing Director of BlackRock under a Power of Attorney.

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Michael Christensen, EVP and Chief Revenue Officer of Gogo Inc., reports his initial ownership of the company’s equity. As of July 15, 2026, he directly holds 17,306 shares of Gogo common stock.

He also holds three grants of restricted stock units (RSUs), each converting into common stock on a one-for-one basis. These comprise RSUs currently representing 40,000, 55,593 and 120,010 underlying shares of common stock. Footnotes state these RSUs were granted on March 14, 2025 (50,000 RSUs, vesting over five annual installments), March 21, 2025 (74,124 RSUs, vesting over four annual installments), and March 10, 2026 (120,010 RSUs, vesting over four annual installments), in each case subject to continued employment with the company.

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Gogo Inc. reports that on July 15, 2026, Hayden Olson moved from EVP, General Manager, SD Government to EVP, Corporate Development. The change follows an internal reorganization of Satcom Direct Government, LLC, an indirect subsidiary, that was finalized the same day and is expected to improve operating efficiency and support previously disclosed synergy targets.

In his new role, Olson oversees strategic initiatives, including development of military/government partnership opportunities and new revenue opportunities for the company’s existing assets, and continues to report to CEO Christopher Moore. As a result of this change in responsibilities, he is no longer considered an “executive officer” or “officer” under SEC Rules 3b-7 and 16a-1(f).

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FAQ

How many Gogo (GOGO) SEC filings are available on StockTitan?

StockTitan tracks 94 SEC filings for Gogo (GOGO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Gogo (GOGO)?

The most recent SEC filing for Gogo (GOGO) was filed on October 2, 2026.