-+ 0.00%
-+ 0.00%
-+ 0.00%

Gogo Advances Ultra-High Bandwidth Solutions For Business Aviation And Military Markets

Benzinga·01/05/2026 12:06:31
Listen to the news

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 40% performance boost for Gogo Classic customers who upgrade to AVANCE.

  • 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.