Gogo (GOGO) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Strategic transformation and merger integration

• Completed integration of Satcom Direct, accelerating international expansion and military/government sector presence.

• Achieved rapid synergy realization, mainly through headcount reductions, with further financial refinements ongoing.

• Multi-network, agnostic technology platform enables flexibility and faster integration compared to industry peers.

• Focus now shifts to migrating legacy customers to advanced 5G and LEO broadband technologies.

• Emphasis on providing redundancy with dual-service offerings for customers.

Product innovation and deployment targets

• Galileo LEO service, in partnership with Eutelsat OneWeb, targets 700 aircraft online by year-end, up from 75 at 4Q close.

• HDX and FDX terminals offer broadband for small to large aircraft, with unique installation advantages and cost savings.

• 5G network launched, aiming for 400 aircraft online by year-end, providing a transformative, lower-cost broadband entry point.

• Migration from legacy networks is underway, with FCC-funded programs supporting customer transitions.

• Legacy product deactivations expected to offset some growth, but migration services aim to retain a strong customer base.

Fleet and customer strategy

• Secured major fleet wins with VistaJet and NetJets, with ongoing rollouts and hundreds of NetJets aircraft online in Europe.

• Competitive market dynamics acknowledged, with both wins and losses expected as part of the strategy.

• Fleet strategy focuses on maintaining and expanding relationships with key operators, including cockpit communications and multi-network offerings.

• Over 1,000 aircraft with fleet customers currently, with additional wins from Luxaviation, Avcon Jet, and Wheels Up.

• Confidence in technology roadmap and ability to transform customer base despite competitive pressures.