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Sep 30, 2021

Gogo Q3 2021 Earnings Report

Gogo's revenue increased driven by strong AVANCE sales and subscriber growth.

Key Takeaways

Gogo Inc. reported a strong third quarter with revenue growth driven by AVANCE sales and subscriber growth. The company reported total revenue of $91.1 million and net income of $1.7 million.

Gogo reported total revenue of $91.1 million, an increase of 17% year-over-year.

Net income was $1.7 million, compared to a net loss of $15.5 million in the same quarter last year.

Adjusted EBITDA was $36.1 million, up from $26.4 million year-over-year.

Gogo Business Aviation North America ATG subscriber base grew to 6,344, an increase of 11% year-over-year.

Total Revenue
$87.2M
Previous year: $66.5M
+31.0%
EPS
$0.16
Previous year: -$0.11
-245.5%
Gross Profit
$61.8M
Previous year: $46.3M
+33.4%
Cash and Equivalents
$133M
Previous year: $117M
+13.4%
Total Assets
$443M
Previous year: $984M
-55.0%

Gogo

Gogo

Gogo Revenue by Segment

Forward Guidance

Gogo expects revenue between $340 million and $350 million and adjusted EBITDA between $130 million and $140 million.

Positive Outlook

  • Increased adoption of AVANCE platform.
  • Strong subscriber growth in North America.
  • Continued growth in air-to-ground (ATG) network.
  • Expected increase in air travel.
  • Growing demand for inflight connectivity.

Challenges Ahead

  • Potential impact of global chip shortages.
  • Uncertainty related to the COVID-19 pandemic.
  • Competition from other inflight connectivity providers.
  • Potential delays in aircraft installations.
  • Fluctuations in foreign exchange rates.